
Sina 🗝️⚡ 21st Capital|Jul 14, 2025 23:44
Bitcoin Intelligence Report 20 📣
Above the Clouds: Post-Rally Outlook
Emailed to subscribers. Link in my bio.
Bitcoin has broken out to new all-time highs, fueled by strong spot demand and institutional inflows. On-chain metrics show momentum is rising, but profit-taking remains moderate, suggesting room for further upside. Valuation models confirm Bitcoin is now in the acceleration zone, with targets as high as 200K. Short-term risk stems from the Treasury’s liquidity drain via the TGA refill, which could create volatility. Still, the long-term thesis remains intact. This is a rally with more to run.
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