2026-01-10 13:22:50

Regarding the upcoming trend of Bitcoin, Wall Street’s asset management giants are arguing quite fiercely. On one side are VanEck, Bitwise, Grayscale, along with Bernstein and a major compliant platform, all claiming that Bitcoin could surge to a historic high of $150,000, with some even claiming that the traditional four-year cycle has already ended. On the other side, Fidelity analyst Jurrien Timmer is less optimistic, sticking to the $65,000 level as a major resistance, secretly pondering when the bear market will come.

On-chain data is also showing divergence. CryptoQuant researchers see the speed of capital inflows slowing down, and the realized market cap indicator has issued its first bearish signal of 2023, which is quite alarming. But VanEck isn’t convinced, quickly stating that the cycle has not yet peaked, and citing a relative unrealized profit (RUP) of 0.43, which is far below historical levels, implying there’s still room for the market to run.

Right now, it’s a standoff: optimists and cautious analysts each hold their own data and argue with each other. Whether Bitcoin will take off or pull back remains to be seen and depends on one’s own interpretation.

BTC0.37%

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LiquidatedDreams

· 3h ago

Here they come again. Wall Street folks make money by arguing, while retail investors have to watch the market themselves.

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ETHmaxi_NoFilter

· 5h ago

It's those Wall Street folks fighting each other again; they can make up any data they want.

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BitcoinDaddy

· 01-10 13:47

Wall Street folks love to argue, but no matter how much they fight, we still need to watch the market ourselves. Listening to the data isn't as good as trusting your own judgment; after all, both sides have their reasons. The VanEck RUP theory is back again, claiming there's still room to play, but what’s the reality? The slowdown in capital inflows is indeed a concerning signal; CryptoQuant's warning isn't unfounded. $150,000? Let's get past $6.5 first, Fidelity's Timmer isn't without reason. The cycle theory is long outdated? Laughs. The person saying that probably didn't experience 2018. On-chain data vs. institutional rhetoric—guess who we should believe? In the end, it still comes down to trusting your own eyes and wallet to verify.

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SigmaValidator

· 01-10 13:39

Wall Street folks are really creative with data tricks, always justifying themselves Everyone claims their data is the most reliable, but who believes that 150,000 or 65,000, it feels like they're just throwing a tantrum Looking at on-chain data makes me uneasy, but I don't want to miss the rally Still need to figure it out myself, don't let these institutions lead me around VanEck's RUP data is indeed interesting, but CryptoQuant's warnings shouldn't be dismissed as nonsense How it will go, we have to wait for the market to speak for itself

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degenwhisperer

· 01-10 13:30

It's another moment of everyone talking past each other. These institutions just like to use data to argue. To be direct, the arbitrage opportunity between 65,000 and 150,000 is what I care about. Don't be swayed by their narratives. Wait, who the hell is actually right? That's the real key.

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