Strategy CEO：牛市不卖BTC，目标15万美元

I don't foresee us selling Bitcoin as we enter into what I consider a pretty heavy bull market.

I think 150 is still possible. Now is the time to act. It is not too late. Bitcoin is getting ready to enter a pretty heavy bull market. That's according to Strategy CEO Fong Lee telling Bloomberg that he does not foresee strategy selling more Bitcoin anytime soon. what needs to happen or or or what would indicate to you the next right time to actually offload some Bitcoin from your balance sheet?

Um, we're a net accumulator, right? And so I don't sit around and say, "Well, when am I going to sell Bitcoin next?" It it comes down to a bit of a a capital management mathematical equation of when we would do it. Um, I don't foresee us selling Bitcoin as we enter into what I consider a pretty heavy bull market. And yeah, we'll be buying Bitcoin at 80,000. We'll likely be buying Bitcoin at 90, at 100. And when Bitcoin hits 130,000 and all-time high, we'll be buying it.

And people will say we're buying the top. And when it's at $260,000, people will say the $130,000 Bitcoin was a good purchase.

So, with Bitcoin hitting $100,000 this year in sight before this huge rip, is it possible we see one final dip? That is very possible if macro events like this continue to play out. Brent crude oil surges over $95 as US launches strikes on Iran.

Everybody having a good time?

If tensions with Iran continue to escalate, we could see a rate hike and a big dip in markets. So, are tensions escalating? Well, Iran says it is now retaliating against the US strikes today that were conducted around the Strait of Hermoose just minutes ago. Iran says American bases and interests across the region will be targeted with missiles and drones, specifically naming Bahrain and Kuwait. One hour ago, President Trump threatened that Iran would be hit again much harder if they retaliated and oil prices continue to surge. odds of a Fed rate hike surge. 60% of a Fed rate hike this month.

The next FOMC meeting takes place right in the middle of this month. Prepare for volatility into this. And yet, there is so much hope on the horizon that Bitcoin ends the year above 100,000, maybe even 150,000 still possible. Analyst Tom Lee is looking for Bitcoin and Ethereum to have a huge fourth quarter. Tom Lee explains the three big catalysts that will send Bitcoin to $150,000 by the end of this year. Listen to all three catalysts and tell me what you think.

I think 150 is still possible. I think this year crypto fundamentals have been good because we know the tokenization movements very strong. I mean, Robin Hood was a breakout product launch. I mean really one of the biggest hits and Aentic AI is good for crypto but we were in the middle of that crypto winter. I do think catalysts have come together uh and actually going to really strengthen into year end because one crypto is the best performing macro asset in the third quarter so far.

So I think September and the fourth quarter there's going to be institutional allocation to crypto. The second is you know the crypto four-year cycle basically ends next month. So, I think people who've turned off crypto on their screens are going to come back. The Korean investor, which was really big in crypto, you know, they rotated into AI early this year, but we're already seeing volumes pick up in Courier, so they're rotating back into crypto.

And the final is if Clarity Act passes, which could happen this year, and if it does, I think, you know, Bitcoin and Ethereum have a huge fourth quarter.

So, is crypto winner over? and the huge third and fourth quarter, does it make up for what we've seen over the last year and declines in Bitcoin?

Yeah, I I think uh it's been a very shallow crypto winner. Um but there was a massive amount of deleveraging like October was a big step down and then earlier this year twice. So I I think very few people own crypto. That's why I think you know Bitcoin could easily you know be in the six figures.

You you were at 150 at one point on on Bitcoin. you you haven't abandoned those types of numbers or or even I don't know higher than that even

I think 150 is still possible that's because the S&P also has a lot of upside into year end

and crypto fundamentals are surging as update Salana processed an all-time high of 5.2 2 billion nonvote transactions in August, largest ever. The SEC today proposing even more new rules to support the use of crypto technology. SEC Chairman Paul Atkins says this proposal would streamline and modernize the commission's rules to reflect transfer agents current processes and operations including the use of electronic communications and blockchain technology in connection with securities offerings and the transfer of shares.

We've made huge progress. I think I promised a a new day at the SEC um when I came aboard and we have. We've pivoted from the old practice of regulation through enforcement and the opakeness of the agency as it for example with crypto as you mentioned that was job one to uh to focus on that and so basically we're instituting a strategy that I'm calling our act strategy advance clarify and transform so advance meaning modernization of our approach so rather than fending off new innovative types of uh technologies were embracing them.

If there are no rate cuts later this month and Clarity Act passes Senate in September, prepare for a huge rally. The cat is out of the bag, my friends. Black Rockck still recommending Bitcoin as a hedge against the exploding US debt. Guys, smash the like button if you're getting value in today's video. You cannot capture the full upside if you're sitting on the sidelines. Stay invested. I expect the rest of this year to be volatile, but it is very likely that the bottom of $58,000 is in and Bitcoin grinds higher into end of year.

And of course, I'm hugely bullish on 2027 and beyond. And I love hearing the experts explain why it's smart to be bullish on Bitcoin over the next two to three years. Macro expert and investment strategist Lynn Alden explains why she is bullish on Bitcoin today, saying, "I'm pretty bullish on Bitcoin with a two to threeyear view." Here she explains why. Listen to the investment thesis. I tend to agree and I'm pretty bullish on Bitcoin with say a two threeyear view.

Bitcoin also struggles with the fact that it has more competitors in any given cycle. Whenever a Bitcoin bull run, you generally get this broadening altcoin type of cycle. So capital goes everywhere else. This this time you also had the the the treasury company cycle. So the marginal dollar could go into buying a treasury company and say three times MNAV than buying Bitcoin itself. U so you get the little more of that blowoff top in some of those treasury companies than in Bitcoin itself.

You have more of that kind of rounded top. Uh and so you know for a variety of reasons Bitcoin was muted. Um but I I think you know the fast money's out. You know, also Bitcoin, unlike gold for a while, was considered the fastest horse. And when AI came around, the type of money that was in Bitcoin was somewhat different than gold in the sense that no one really considers gold the fastest horse. Gold's kind of like the slowest steady horse.

So, if you were in Bitcoin as the fastest horse and then you have, you know, Nvidia or RAM stocks like soaring, uh, some percentage of those will say, well, that's the fastest horse now. I'm an AI trader now, right? So, so money goes elsewhere. Uh, Bitcoin kind of matures to being somewhere between early Bitcoin and current gold, meaning it's not as explosive as Bitcoin was. It was smaller, but it's not as, you know, large and liquid as gold.

And so, that's it's kind of changing over gradually over time the type of investors that interested in it. Uh on the other hand, you have new buyers coming in saying, "Oh, I can actually hold an ETF now or I can hold a treasury company now." Uh or it's liquid enough in gene