ChainCatcher Message, CryptoQuant CEO Ki Young Ju shared his latest observations on the Bitcoin market on X. He pointed out that the Bitcoin market has not yet entered a bubble phase, and the market cap growth is not significant compared to on-chain capital inflows. By analyzing the Realized Cap, we can see the scale of capital inflow into the market, which is calculated by summing the value of all Bitcoin at the time of their last on-chain transfer.
Historical data shows that in a bull market, the market cap often exceeds the realized cap and peaks when retail investors enter; whereas in a bear market, the market cap may fall below the realized cap. Based on the current steady upward trend of the realized cap, Ki Young Ju believes there is still room for Bitcoin price to rise, with a target price reaching $141,000. This analysis provides investors with a neutral market outlook.