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- Bitcoin buying surges as miners, ETFs, and institutions pile in while experts urge patience.
Bitcoin buying surges as miners, ETFs, and institutions pile in while experts urge patience.
Miners and corporates are buying at 2023-like levels, ETFs are pulling in billions, Arthur Hayes preaches patience, analysts warn of parabolic setups, and the Winklevoss twins see $1 million in a decade.
What we will talk about today...
Bitcoin Miners Accumulate at Fastest Pace Since 2023
Arthur Hayes Tells Investors to Think in Years, Not Days
Analysts See Parabolic Setup Toward $200,000+ Bitcoin
Winklevoss Twins Call for $1 Million Bitcoin as Gemini Goes Public

Miners are adding Bitcoin to reserves at levels not seen since the rally that fueled a 48% surge two years ago.
[Accumulation spike]: Glassnode data shows inflows hit 573 BTC per day, the highest since October 2023.
[ETF inflows]: US-listed spot Bitcoin ETFs added $1.3 billion in two days, lifting AUM to $148 billion.
[Corporate buying]: MicroStrategy disclosed $220 million in fresh Bitcoin purchases, raising holdings above 226,000 BTC.
“Miners and companies are signaling conviction, but macro risks and weak consumer sentiment could slow gains.”

Arthur Hayes Tells Investors to Think in Years, Not Days
The BitMEX co-founder says patience is key, as Bitcoin’s decade-long returns dwarf short-term volatility.
[10-year average]: Bitcoin delivered an annualized return of 82.4% over the past decade.
[Current price]: BTC trades near $116,000, down 6% over the past month and below the $124,100 peak.
[Long view]: Hayes says short-term speculation misses the point, urging holders to focus on multi-year cycles.
“Buying today and expecting a Lamborghini tomorrow is not the right way to think about things.”

Tight supply, ETF flows, and leverage buildup point to a potential parabolic rally this cycle.
[Supply squeeze]: About 77% of Bitcoin is held by long-term holders, leaving only 20–25% liquid.
[Capital flows]: A $500B shift from gold to Bitcoin could add $2T to BTC’s market cap, pushing prices over $220,000.
[Market behavior]: Past cycles show low volatility periods precede explosive rallies, even with institutional money.
“Institutions are not immune to herd behavior. They often accelerate bubbles.”

Winklevoss Twins Call for $1 Million Bitcoin as Gemini Goes Public
Gemini’s Nasdaq debut puts the exchange at a $4.4B valuation, while its founders forecast $1M Bitcoin within 10 years.
[Price target]: Tyler Winklevoss told CNBC that Bitcoin could rise 10x from current levels.
[Exchange debut]: Gemini shares jumped 32% at IPO, closing at $37.01 under ticker GEMI.
[Gold comparison]: The twins argue Bitcoin need not be a transactional currency, likening it to gold’s store-of-value role.
“We think there’s easily a 10x from here. Ten years from now we’ll look back and say today was still early.”

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This article is not financial advice. Market conditions can change rapidly, and past performance does not guarantee future results