Hear me out.
This is something I already partially covered in my BTC top macro thesis but I think should be a great reminder to help you stay level-grounded.
Spend some time to read it.
The ETF is now the predominant narrative which is causing TradFi demand and slowly attracting interest across the globe.
An epochal event that will have serious backlash when BTC breaks its past ATH: the loudness generated will be insane.
Millions of people will be overwhelmed by the idea that TradFi will continue to nourish the Bullrun given the low supply of the asset and the potential unlimited money that will continue to inflow.
It's easy to forecast the future echo chamber that will be created in such conditions:
“𝗜𝘁'𝘀 𝗶𝗺𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲 𝗳𝗼𝗿 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝘁𝗼 𝗰𝗼𝗹𝗹𝗮𝗽𝘀𝗲 𝗴𝗶𝘃𝗲𝗻 𝘁𝗵𝗲 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗱𝗲𝗺𝗮𝗻𝗱”
“𝗧𝗵𝗲𝘆’𝗿𝗲 𝘀𝗮𝘃𝗶𝗻𝗴 𝗶𝗻 𝗕𝗶𝘁𝗰𝗼𝗶𝗻”
Recognize the classic pattern?
Yes, the “this time is different one”.
This will be one of the biggest traps.
Institutions and hedge funds, in fact, operate with a completely different size of retail investors.
Retail investors put the money they save from regular jobs, hoping for moonshots.
They NEED 50/100x minimum to consider an “investment” successful (and even at that moment they will not sell).
TradFi money put gazillions into an asset, and when they’re up a 2/5x they look to secure those profits.
The “moon” isn't necessary, they play in a different league so don't expect they will pump Bitcoin to 250K+, it's highly unlikely If not impossible this cycle.
Don’t search for particular “fundamental connotations” to justify the price increase, most will be end up like a byproduct of your imagination.
Stick to the charts independently and don't get sucked into magnificent prophecies.