Stefano Ceragioli
πŸ“‰ After hitting a new high at $123,166, $BTC has entered a consolidation phase. It's currently trading around $117,000, within a controlled range and still supported by solid volume. No structural reversal signals for now β€” just a healthy post-rally profit-taking. πŸ” On a cyclical level, we’re about 15 months past the fourth halving (April 2024). Historically, this timeframe precedes the real post-halving peaks. Long-term models (stock-to-flow, extended Fibonacci) suggest ambitious targets: $150k, $200k, up to $250k by late 2025 or early 2026. πŸ“ˆ From an institutional perspective, spot ETFs keep absorbing supply: over $20 billion in inflows since the start of the year, with BlackRock and Fidelity leading the way. BTC allocations are becoming a strategic component in many institutional portfolios. The trend is clear: shrinking supply, rising demand. βš–οΈ On the regulatory front, the Genius Act has brought clarity to the stablecoin landscape. The upcoming Clarity Act β€” aiming to define SEC and CFTC responsibilities β€” could mark a turning point for full crypto adoption in the US. 🌍 Meanwhile, macro conditions are supportive: inflation is under control, potential FED rate cuts are on the horizon, and the US holds strategic BTC reserves. In emerging markets, BTC continues to prove its value as an anti-fragile asset. 🎯 TARGETS Base scenario: $150k–$200k (by end of 2025) Bull case: $200k–$250k+ (late 2025–2026) Technical pullback: $100k–$110k = buy opportunity 🧠 🟣 ALTCOINS At the moment, $SOL is performing well, and I'm also heavily exposed to $ETH I’ll likely consider closing both positions soon if they continue to rise, as I expect a BTC retracement (even if not a major one) in the short term. Obviously, this is not financial advice β€” always make your own decisions before copying or investing. Make proper use of Stop Losses, and be extremely cautious when investing in crypto at this stage: we’re approaching the end of the current cycle.
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