The main dishes to remember:
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Jurrien Timmer de Fidelity says Bitcoin is still in the middle of the cycle in his adoption curve.
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125 Public companies now hold BTC, with digital asset products from $ 3.7 billion at weekly entrances last week.
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The first BTC buyers accumulated more than 140,000 BTC in just two weeks, reporting a renewed FOMO.
Bitcoin (BTC) can be negotiated near the summits of around $ 120,000, but according to the director of the world macro at Fidelity, Jurrien Timmer, he is still early in the broader adoption cycle. Applicating parallels with the Internet boom, Timmer stressed that Bitcoin’s growth trajectory is closely like the internet adoption curve in recent decades. Timmer said,
“Bitcoin continues to follow both the power curve of its portfolios as well as my request model based on the internet adoption curve. We are in the middle.”
The analysis suggests that the current price action, marked by stable models at staircase of new peaks followed by the consolidation phases, always reflects a class of maturation and not saturated asset. The graph shows that the upper end of the BTC model (Portfolio power curve) is in the region from $ 200,000 to $ 300,000.
This perspective gains more weight in the current wave of the adoption of corporate bitcoin. Bitwise data suggests that 46 public companies have added BTC to their balance sheets, bringing the total to 125 in the second quarter. These companies collectively hold 847,000 BTC, valued at around $ 91 billion.
Fueling this momentum, Crypto Digital Asset Investment Products recently recorded its second weekly influx, a display of $ 3.7 billion. This pushed the total assets under management (AUM) on cryptographic products at a summit of $ 211 billion, with products supported by Bitcoin representing $ 179.5 billion, or 85%.
Demarket update: #Crypto Digital Asset Investment Products recorded its second larger weekly influx ever – a huge $ 3.7 billion, pushing alms to a summit of $ 211 billion. 📈 pic.twitter.com/cmhbvsd3tc
– Cointelegraph Markets & Research (@cointelegraphmt) July 15, 2025
Commenting on this influx, Timmer noted that it is not clear if this capital comes from long -term believers or short -term speculators. “It is difficult to say that these flows come from real believers or” tenants of Momentum “,” noted the fidelity analyst.
Related: Michael Saylor’s strategy strikes the market capitalization of records in the midst of Bitcoin overvoltage
Volcon joins the movement of the Bitcoin Treasury
The Electric Sports Volcon has become the last public company to adopt a Bitcoin cash strategy. Thursday, the company announced a private internship of $ 500 million, with 95% of products intended to acquire Bitcoin. Supported by Empèry Asset Management and Gemini, Volcon plans to operate a low -cost BTC strategy and capital economy because it transitions its EV activities into an asset model.
Beyond business treasury bills, the Bitcoin thrust to new heights of all time over $ 123,000 has also attracted new investors. As Cointelegraph reported, the first BTC buyers have accumulated more than 140,000 BTC in the past two weeks, increasing their total assets by 2.86%, by 4.77 million to 4.91 million BTC.
The data report a return of behavior “Fomo”, while the new and experienced participants aggressively buy the rally, supporting more Bitcoin’s last escape with strong organic demand.
Related: Bitcoin resistance at $ 120,000 normal due to “sparkling” open interest near all time
This article does not contain investment advice or recommendations. Each investment and negotiation movement involves risks and readers should conduct their own research when they make a decision.
