The idea gaining traction among early Bitcoiners and analysts at Swan Bitcoin is that we’re in the early stages of what could become a full-blown “Bitcoin treasury boom.” Unlike previous retail-driven rallies, this one hinges on slow, strategic accumulation by corporations, asset managers, and even governments. If forecasts are right, trillions in capital could rotate into Bitcoin over the coming years, with some placing a long-term target as high as $1 million per coin.

What’s different this time is the atmosphere. Instead of wild speculation, Bitcoin’s growth feels almost unnoticed—a sharp contrast to previous hype cycles. Public companies like Strategy, Metaplanet, GameStop, and even Trump Media are quietly adding BTC to their balance sheets. Others, such as Strive Asset Management, are formalizing treasury plans centered on Bitcoin—not to chase quick gains, but to hedge against inflation and currency risk.

Behind this move is a deepening concern over the U.S. fiscal position. As the national debt soars, voices like JPMorgan’s Jamie Dimon and BlackRock’s Larry Fink are openly warning that the dollar’s status as the world’s reserve currency may not be guaranteed. In that context, Bitcoin’s fixed supply and decentralized nature suddenly look more appealing to institutions seeking a modern alternative to gold.

If interest rate cuts begin in 2026 as many expect, it could further accelerate the rotation into risk assets. The last time capital became that cheap, Bitcoin went parabolic. Now, despite the tightest monetary policy in decades, BTC has still tripled—leaving many to wonder how it will behave when liquidity returns.

Swan Bitcoin believes a supply crunch could be the final catalyst. Major funds are still structuring legal frameworks before deploying capital, but once their “drip-buying” begins, available BTC will start vanishing from the market. If enough major players start bidding at once, the reflexive FOMO could kick in—turning slow accumulation into a frenzied scramble, not unlike the late-’90s internet stock boom.

Veterans like American HODL believe this narrative shift—where companies rush to adopt a “Bitcoin strategy”—could fuel a bubble of epic proportions. Not unlike the dot-com era, but this time with Bitcoin as the centerpiece.

The timeline? Maybe a few years. But if that tipping point arrives, the $1 million Bitcoin might not be as far-fetched as it sounds.

The post Wall Street May Be Sleeping on What Comes Next for Bitcoin appeared first on Coindoo.

---

Filed under: Bitcoin - @ July 27, 2025 3:16 pm