4 hours ago
Key takeaways:
Fidelity’s Jurrien Timmer believes Bitcoin is inactive mid-cycle successful its adoption curve.
125 nationalist companies present clasp BTC, with integer plus products witnessing $3.7 cardinal successful play inflows past week.
First-time BTC buyers accumulated implicit 140,000 BTC successful conscionable 2 weeks, signaling renewed FOMO.
Bitcoin (BTC) whitethorn beryllium trading adjacent highs astir $120,000, but according to the Director of Global Macro astatine Fidelity, Jurrien Timmer, it’s inactive aboriginal successful the broader adoption cycle. Drawing parallels with the net boom, Timmer emphasized that Bitcoin’s maturation trajectory intimately resembles the internet’s adoption curve from past decades. Timmer said,
“Bitcoin continues to travel some the Power Law curve of its wallets arsenic good arsenic my request exemplary based connected the net adoption curve. We are close successful the middle.”
Bitcoin Valuation Model analysis. Source: Jurrien Timmer/XThe investigation suggests that the existent terms action, marked by dependable stair-step patterns of caller highs followed by consolidation phases, inactive reflects a maturing, not saturated, plus class. The illustration shows that the acold precocious extremity of the BTC exemplary (wallet powerfulness curve) lies successful the portion of $200,000-$300,000.
This position gains much value amid the existent question of firm Bitcoin adoption. Data from Bitwise suggests that 46 nationalist companies added BTC to their equilibrium sheets, bringing the full to 125 successful Q2. These firms collectively clasp 847,000 BTC, valued astatine astir $91 billion.
Corporate Bitcoin adoption information successful Q2. Source: Bitwise/XFueling this momentum, crypto integer plus concern products precocious recorded their second-largest play inflow, a staggering $3.7 billion. This pushed full assets nether absorption (AUM) crossed crypto products to an all-time precocious of $211 billion, with Bitcoin-backed products accounting for $179.5 billion, i.e., 85%.
📊MARKET UPDATE: #Crypto integer plus concern products recorded their second-largest play inflow ever—a monolithic $3.7B, pushing AUM to an all-time precocious of $211B. 📈 pic.twitter.com/cMHBVsD3Tc
— Cointelegraph Markets & Research (@CointelegraphMT) July 15, 2025Commenting connected this influx, Timmer noted that it remains unclear whether this superior comes from semipermanent believers oregon short-term speculators. “Whether these flows are from existent believers oregon ‘momentum renters’ is hard to tell,” noted the Fidelity Analyst.
Related: Michael Saylor’s Strategy hits grounds marketplace headdress amid Bitcoin surge
Volcon joins the Bitcoin treasury movement
Electric powersports institution Volcon has go the latest nationalist steadfast to follow a Bitcoin treasury strategy. On July 17, the institution announced a $500 cardinal backstage placement, with 95% of proceeds earmarked to get Bitcoin. Backed by Empery Asset Management and Gemini, Volcon plans to run a low-cost, capital-efficient BTC strategy arsenic it transitions its EV concern into an asset-light model.
Beyond firm treasuries, Bitcoin’s surge to caller all-time highs supra $123,000 has besides attracted caller investors. Reported by Cointelegraph, first-time BTC buyers accumulated implicit 140,000 BTC successful conscionable the past 2 weeks, boosting their full holdings by 2.86%, from 4.77 cardinal to 4.91 cardinal BTC.
The information signals a instrumentality of “FOMO” driven behavior, arsenic caller and seasoned participants aggressively bargain into the rally, further supporting Bitcoin’s latest breakout with beardown integrated demand.
This nonfiction does not incorporate concern proposal oregon recommendations. Every concern and trading determination involves risk, and readers should behaviour their ain probe erstwhile making a decision.
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