#Gate广场五月交易分享 Is a major positive trigger imminent? Crypto advisor forecasts "significant announcement," with bulls betting on Bitcoin reaching $125k this year

As the U.S. government promotes institutionalization of Trump's proposed "Strategic Bitcoin Reserve" system, Bitcoin is gradually transforming from an investment asset into a national-level reserve asset. Recently, the White House signaled that major progress regarding this reserve will be announced in the coming weeks, drawing high market attention.　　
Meanwhile, several heavyweight figures in the crypto industry expressed bullish views at the Bitcoin 2026 conference, reinforcing market expectations of a medium- to long-term rise in Bitcoin from multiple levels, including policy, funding, and supply-demand structure.

White House plans major move, Bitcoin reserve may see a key breakthrough!　Patrick Witt, Executive Director of the White House Digital Asset Advisory Committee, stated at Bitcoin 2026 that the government is advancing the implementation of the executive order on the "Bitcoin Strategic Reserve" signed by Trump last year, and will soon announce important progress in the next phase.　　
Witt pointed out that the team is currently studying related operational mechanisms and legal frameworks to ensure effective management and protection of Bitcoin on the government’s balance sheet. He emphasized that a "major breakthrough" could occur in the coming weeks, but final approval still requires legislation. Previously, the Trump administration established the Bitcoin Strategic Reserve through an executive order, mainly composed of Bitcoin obtained via criminal or civil confiscation, supplemented by a digital asset inventory system.　　
However, due to the lesser permanence of executive orders compared to legislation, the U.S. Congress is pushing relevant bills into law. A bill proposed by Senator Cynthia Lummis and Representative Nick Begich plans to purchase 1 million Bitcoins over five years in a "budget-neutral manner," now renamed the "U.S. Reserve Modernization Act" (ARMA).　
Analysis suggests that once this bill is enacted, it will mark Bitcoin’s official entry into the national reserve system, a milestone for the market.

Companies and institutions accelerate deployment, strengthening Bitcoin’s "asset attributes."　
Beyond policy support, changes in market funding levels are also significant.　　
Venture capitalist Tim Draper stated at the conference that it is "almost irresponsible" for companies not to allocate Bitcoin. He recommends that companies allocate 5% to 15% of their assets to Bitcoin to hedge against long-term fiat currency depreciation risks.　　
Draper pointed out that as inflation erodes the purchasing power of traditional currencies, Bitcoin, as a scarce asset, has long-term value storage potential. He further warned that rapid expansion of Bitcoin’s use in merchant systems could disrupt traditional banking systems.　
This view reflects Bitcoin’s shift from a "speculative asset" to a "corporate asset allocation tool," with its financial attributes continuously strengthening.

Bullish voices intensify, price expectations revised upward again　　
Regarding price expectations, several industry representatives reiterated their bullish outlooks.　　
Arthur Hayes, co-founder of BitM, said that the global liquidity environment bottomed out last year and will enter an upward cycle. He predicts Bitcoin will reach about $125,000 by the end of the year, with loose monetary policy and geopolitical uncertainty as the main drivers.　　
Meanwhile, Draper reiterated his long-term forecast that Bitcoin could reach $250,000 within the next 18 months. Although this target has been postponed multiple times, his long-term bullish stance remains firm.　　
It is noteworthy that market attitudes toward these predictions are changing. Under the joint push of policy support and institutional funding, extreme price targets are gradually shifting from "fringe views" to "mainstream discussion."

Supply tightening expectations heat up, "supply shocks" may become the core logic.
　In addition to macro and policy factors, changes in Bitcoin’s supply-demand structure are becoming a key market focus.　Strategy (formerly MicroStrategy) CEO Michael Saylor stated at the conference that Bitcoin is facing a "massive supply shock." This judgment echoes earlier views from Galaxy CEO Michael Novogratz.　
Data shows that Strategy recently increased its Bitcoin holdings by about $2.5 billion, with total holdings exceeding 815,000 coins. Such sustained buying is exerting a substantial squeeze on market supply.
　Novogratz pointed out that current market new supply cannot match institutional-level continuous buying demand, "the market can’t even absorb $1 billion worth of purchases per month, let alone weekly."　Furthermore, the increasing share of ETF and institutional investor holdings continues to reduce circulating supply in the market.　　
Analysis suggests that under the combined background of tightening supply and expanding demand, Bitcoin’s price volatility may intensify, and "supply shocks" could become the core driving logic of the next phase of the market.