Even with recent battle within the Center East and a less-than-dovish Federal Reserve outlook, Bitcoin has spent greater than 5 weeks buying and selling comfortably above $100,000.
Elliot Johnson—who simply launched Bitcoin Treasury Company—calls that stage “firmly embedded,” arguing the digital asset now acts as a macro hedge in opposition to each battle danger and a wobbling U.S. greenback.
Whereas the Fed’s newest dot plot factors to only a single price reduce subsequent yr, danger property elsewhere have stalled; equities, bonds, oil, and gold are largely range-bound.
Bitcoin, against this, retains absorbing regular institutional demand. Johnson’s new agency joins a rising record of treasury-management outfits serving to firms add BTC to stability sheets—echoing Michael Saylor’s Technique, which snapped up one other $1 billion in cash final week.
Nic Puckrin of Coin Bureau notes that spot bitcoin ETFs have hoovered up $2.4 billion within the final eight periods, led by BlackRock’s IBIT and Constancy’s FBTC.
With two U.S. price cuts nonetheless penciled in for 2025 and the Financial institution of Japan set to loosen coverage in 2026, he expects incoming liquidity to circulate first into bitcoin, turning $100K from psychological milestone into launchpad.