Main meals:
-
Jurien Timmer believes that Bitcoin is still in the middle of the cycle in the adoption curve.
-
125 public companies now have BTC, where digital asset products are witnessing $ 3.7 billion in weekly flows last week.
-
The BTC buyer for the first time accumulated more than 140,000 BTC in just two weeks, indicating the renewed fomo.
Bitcoin (BTCIt may be traded near its highest levels about $ 120,000, but according to the director of Global Macro in Fidelity, Jurien Timmer, it is still early in the broader adoption cycle. When drawing similarities with the internet boom, Timer stressed that the Bitcoin growth path is very similar to the Internet adoption curve from the past decades. Timmar He saidand
“Bitcoin continues to follow the energy law curve in its governor as well as my request form based on the Internet accreditation curve. We are right in the middle.”
The analysis indicates that the current price procedure, which is characterized by a step -by -class style of the highest new levels followed by the stages of monotheism, still reflects the category of mature, unsaturated assets. The graph shows that the remaining BTC (wallet power curve) is located in the region from 200,000 to $ 300,000.
This perspective gains a greater weight in the current wave of bitcoin adopting companies. Data from bitwise It is suggested that 46 public companies added BTC to its public budgets, thus a total of 125 in the second quarter. These companies collectively own 847,000 BTC, at a value of approximately $ 91 billion.
With this momentum, Crypto Digital Assest Investment Products recently recorded its second largest weekly flow, which is amazing $ 3.7 billion. This pushed the total of management assets (AUM) through encryption products to the highest level of $ 211 billion, with Bitcoin -backed products at $ 179.5 billion, or 85 %.
Markeket update: #Crypto Digital Asset Investment Products has registered the second largest weekly flow-amounting to $ 3.7 billion, pushing AUM to the highest level ever at $ 211 billion. 📈 pic.twitter.com/cmhbvsd3tc
– Cointelegraph Markets & Research (@CointeleGRAPHMT) July 15, 2025
Comment on this flow, Timmer male It is still unclear whether this capital comes from the long -term believers or speculators in the short term. “It is difficult to know these flows from the real believers or” momentum tenants. ”
Related: Michael Celor’s strategy strikes the maximum registry market amid bitcoin increase
Volcon joins Bitcoin
Electric PowerSports Volcon has become the latest public company to adopt the Bitcoin Treasury strategy. On July 17, the company Declare A special place worth $ 500 million, with 95 % of the revenue for bitcoin acquisition. Supported by Volcon Management Empry Asset Management and Gemini, plans to operate the low -cost and effective BTC strategy as its business moves to the asset light model.
Besides the corporate cabinet, the Bitcoin increased to its highest new levels ever exceeding $ 123,000 also new investors. I mentioned By cointelegraph, the BTC buyer has first accumulated more than 140,000 BTC only in the past two weeks, which enhances their total property by 2.86 %, from 4.77 million to 4.91 million BTC.
The data indicates a return to the “Fomo” behavior, which is moved by “FOMO”, where new and experienced participants buy strongly in the assembly, supporting the latest outbreak of Bitcoin with strong organic demand.
This article does not contain investment advice or recommendations. Each step includes investment and risk trading, and readers must conduct their own research when making a decision.
publish_date
