Has the Rally in Bitcoin Ended, or Will It Continue? "Capital Flood..."

Bitcoin's surpassing 100,000 dollars may seem like the pinnacle of a long-awaited turning point, but industry experts argue that it is only the beginning of a larger institutional adoption wave that could reshape global capital markets.

Jan3 CEO Samson Mow stated that Bitcoin ETFs are important in ensuring the smooth flow of institutional capital into cryptocurrencies. Speaking at the Consensus 2025 conference in Hong Kong, Mow said, "Previous Bitcoin bull runs were often quiet because exchanges needed to get involved, which took months," and added, "But now, thanks to ETFs, there is no barrier to traditional finance capital flowing directly into Bitcoin."

Despite Bitcoin's record-breaking rally, Mow pointed out that major institutional investors such as state asset funds have not yet made significant commitments. Mow, who said 'the flood of capital has not yet flowed,' stated that these institutions are currently 'dipping their toes' into the crypto market and only investing a portion of their existing capital.

Mow's comments came in response to Blockstream CEO Adam Back's attention to unprecedented market dynamics surrounding Bitcoin. "ETF entries are equal to one Bitcoin mined every day. MicroStrategy and other companies are buying twice the amount of daily Bitcoin mining," he said.

According to Mow, these developments are laying the groundwork for a long period of rise for Bitcoin. He predicted, "As institutions increasingly adopt Bitcoin, we may be looking at a wave of great upward momentum over 10, 20 years."