According to Jason Fang on Twitter, Bitcoin's price movement from $50,000 to $100,000 has been primarily fueled by institutional adoption through Bitcoin ETFs, while future growth beyond $100,000 is expected to be driven by the emergence of Bitcoin treasury companies in major markets by the end of 2025 (source: Jason Fang Twitter, June 2, 2025). This shift suggests traders should monitor developments in corporate Bitcoin treasuries for new momentum catalysts, as these entities may spark significant spot demand and liquidity in the crypto market.

According to Michael Saylor (@saylor) on CNBC, the increasing adoption of Bitcoin by corporate treasuries signals a growing institutional interest in crypto assets. Saylor highlighted that a clear regulatory framework for digital commodities, securities, currencies, and tokens is essential for industry expansion. He emphasized that defined crypto policy can accelerate institutional investment and provide greater market stability, which could lead to increased liquidity and long-term growth in the cryptocurrency sector (source: CNBC interview with Michael Saylor, May 31, 2025).

According to @JasonSoraVC citing @Croesus_BTC, Bitcoin treasury companies are positioned to be the main catalyst for Bitcoin reaching a new all-time high. The analysis highlights that these institutional holders currently own about 3% of all Bitcoin, but this figure could rise to 50% as more companies add BTC to their balance sheets. This shift in ownership concentration is expected to drive significant demand and reduce available supply, creating bullish momentum for traders. Source: Twitter (@JasonSoraVC, May 26, 2025)

According to @lowstrife on Twitter, the recent surge in popularity of bitcoin treasury companies such as MicroStrategy (MSTR), Metaplanet, Twenty One, and Nakamoto has introduced significant leverage risks to the cryptocurrency market. The analysis highlights that these firms use leveraged positions by holding large amounts of bitcoin on their balance sheets, potentially amplifying volatility and downside risk for bitcoin prices during market corrections. Traders should be cautious, as forced liquidations from these companies in adverse conditions could trigger rapid price declines and increased systemic risk for crypto markets (source: @lowstrife, May 23, 2025).