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I don't know if it's just me being overly anxious, but here's the logic: no liquidity, the Fed isn't flooding the market, and the limited liquidity is all flowing into the AI sector of the US stock market. So, how much longer can this strategy hold up? What kind of capital scale and macroeconomic conditions would it take for BTC to pump to $200K? Assuming the strategy starts taking profits at $200K, who would take over the positions? All of this seems so unlikely to happen—if it doesn't, then what will actually happen? The current positions and continuous accumulation of BTC by the strategy might actually be a disaster for BTC!

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今天 2026-08-21
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