In short, the message is this: the familiar four-year cycle $BTC is officially being sent to the archive. One of the most well-known macro investors from Wall Street claims that the market needs about eight weeks to fully digest the October crash, after which the window for a new historical maximum for BTC opens in January. Its price range is up to 250,000 dollars per coin in the coming months, which is based not only on halving cycles but also on the dynamics of stock indices and a loosening monetary policy.
A separate emphasis is the scale of unrealized demand. According to estimates, nearly 900 million people worldwide have more than $10,000 in their accounts, but only about 4.4 million actually hold Bitcoin. This means the base of potential buyers greatly exceeds the current audience, and any shift towards even partial allocation in digital assets could radically change the balance of supply and demand. Against this background, the assertion that the 'classic' four-year cycle is broken sounds logical: when such a layer of capital enters the game, market behavior increasingly resembles a large macro trend with its own waves rather than the early, compact cycles.
But the main character of this story is not even Bitcoin, but Ethereum. In the base scenario, $ETH is currently assessed as an asset that theoretically should be worth 4–20 times more than current levels: the fair range is said to be from $12,000 to $62,000, considering the role of the network in tokenization, smart contract infrastructure, and future financial architecture. Here, a qualitative shift is important: the competition between platforms has ended, and it is Ethereum that has become the de facto base layer for corporate blockchain solutions, tokenized assets, and next-generation payment logic. This means it's no longer about a 'coin for decentralized applications,' but rather a computational and settlement layer onto which real money and real instruments are gradually being transferred.
Against this background, it is not surprising that a new class of treasury companies is forming around Ethereum. One of them has become a leader in terms of ETH volume on the balance sheet in just a few months: we are talking about millions of coins and total assets exceeding $11–12 billion, including nearly a billion in cash. Such structures effectively replicate Bitcoin strategies from previous years, but already around Ethereum, laying the groundwork for a scenario in which it becomes the foundation for tokenized securities and corporate infrastructure. For us as market participants, the conclusion is quite down-to-earth: one can argue with specific targets of $250,000 for BTC or $62,000 for ETH, but the very fact that large money is beginning to treat these assets as a strategic core for years to come changes the scale of the game. The task is not to guess the exact forecast figure, but to determine what place in one's own portfolio assets that are being so aggressively bet on by those who think not in weeks, but in cycles, can occupy.
#BTC #Bitcoin #ETH #Etherium #CryptoMarketAnalysis
