2026-01-11 07:23:24

Whenever I hear someone mention a super cycle, I think of the eight years of market performance after gold was approved for spot ETFs in 2004. Back then, gold's market cap was only over 2 trillion USD, and the fiat currency inflation pressure was far less than it is now.

Now? Bitcoin spot ETFs have been approved for two years, and the market cap has just broken through 2 trillion USD. Compared to that, there's still plenty of room to grow.

The key is that the macro environment is also entering a loosening cycle. In this context, conservatively estimating, Bitcoin could reach around 210,000 USD. Of course, this is just personal analysis and may not be accurate.

Another point — each new easing cycle always tends to create opportunities for new assets. Maybe the current hype is just the real beginning.

BTC0,52%

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GameFiCritic

· 12h ago

The reference significance of that wave of gold is actually limited; the key still depends on Bitcoin's own adoption curve and institutional recognition. The 210,000 price level... a detailed calculation depends on how long the easing cycle can last and the true market demand. However, I do agree with the opportunity in new assets; historical patterns are like this—each cycle involves clearing out the old and giving rise to the new.

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SolidityJester

· 01-12 00:52

I've also looked at the data for that gold wave, but the logic for Bitcoin is a bit far-fetched. The macro background is completely different. Where does the figure of 210,000 come from? It feels a bit arbitrary. The loosening cycle is indeed underway, but is the opportunity for new assets really easy to grasp? Or, to put it plainly, is it just a matter of luck?

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ProbablyNothing

· 01-11 07:46

The gold standard method is really ruthless, so this round has just truly begun.

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GrayscaleArbitrageur

· 01-11 07:44

210,000, does that number sound a bit too optimistic? The logic does make sense, but it depends on how long the easing cycle can last. The benchmark of those 8 years of gold, still feels like something is missing...

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OnChainDetective

· 01-11 07:41

Wait a moment, I went through the on-chain data. The transfer records of institutional addresses on the day the 2 trillion market cap was broken seem a bit suspicious... Large wallet clusters clearly started quietly accumulating during the first three days. Could this be a coincidence?

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PaperHandsCriminal

· 01-11 07:38

Can the same logic used for gold be applied to make money? I always feel like I'm going to become a cautionary tale.

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UnluckyValidator

· 01-11 07:32

210,000? Are you dreaming or has it actually been accounted for?

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CryptoComedian

· 01-11 07:30

Smiling and then crying, the gold has risen for eight years, while we are still at the starting line after two years. That 210,000 number sounds good, let's see if the easing cycle will give us some face.

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