2026-01-06 07:30:16

#以太坊大户持仓变化 Is the same force at play? The truth behind Bitcoin's surge to $250,000 in 2026

In recent days, the crypto world has been bombarded with information, with two news items almost simultaneously igniting discussions: Fundstrat analyst Tom Lee publicly stated on CNBC that—Bitcoin could reach $200,000 to $250,000 in 2026; meanwhile, major institutions like Gemini and Crypto.com have poured $21 million into a Trump-affiliated PAC. Coincidence? No, there is a deeper logic behind it.

A closer look at this chain reveals the answer. Tom Lee’s prediction boils down to five words: U.S. government support. And that $21 million political donation aligns perfectly with the timeline. The crypto industry is now targeting key candidates in the 2026 election with lobbying efforts, with the core demand being clear—regulatory frameworks need to be clarified. Historical data shows a significant positive correlation between U.S. election cycles and BTC price cycles.

What are the three main factors supporting the rise in 2026?

**Policy**: If Trump is elected, it’s highly likely he will introduce a “Cryptocurrency Presidential Executive Order,” expanding favorable policies. **Funding**: The inflow into Bitcoin spot ETFs has already surpassed that of gold ETFs by ten times during the same period. **Technology**: 2026 coincides with the next halving cycle, when supply and demand are at their tightest—this is a cycle embedded in the blockchain.

But don’t be blindly optimistic. Policy dividends may come with stricter KYC and trading surveillance. Markets dominated by institutions could further marginalize retail investors. Moreover, the target of $250,000 assumes the U.S. economy doesn’t collapse.

How should you adjust your stance now? Strengthen your BTC-centric mindset and avoid frequent swing trading. Focus more on regulated platforms like custodial and compliant trading services. Keep 30% of your assets in cash to prepare for potential extreme volatility during the election period. $BTC $ETH

Finally, here’s a question for you: When BTC truly hits $250,000 in 2026, what do you think will be the most core driving force—Fed rate cuts, Congress passing crypto legislation, large-scale allocations by sovereign funds, or the widespread adoption of breakthroughs like Layer3? Share your answer in the comments and let time reveal who saw it clearly.

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consensus_whisperer

· 01-09 06:41

Basically, institutions are pouring money to pave the way, retail investors are still dreaming of 250,000... --- They've already spent on lobbying fees, can they still run? I believe it --- Wait, if the US economy really collapses, isn't this 25,000 just a joke --- Now those entering the market are probably brainwashed by political donations, it's a bit outrageous --- The custodial platform system isn't just about pushing retail investors out completely, it's ironic --- Halving cycle + big election + ETF, this combination is indeed top-notch --- Tom Lee is shouting every day; if he's right, it's a divine prediction; if he's wrong, just pretend he never said it --- Keeping 30% cash sounds simple, but who dares to buy the dip when the bear market really arrives --- Instead of guessing the driving force, it's better to ask whether retail investors will have a position then --- Institutions are pouring money in; if a crash happens, it would be so embarrassing

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RektRecorder

· 01-08 14:41

Tom Lee's recent calls are basically just a megaphone for political donations.

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NFTragedy

· 01-06 07:55

Political donations are poured in and then shout 250,000. I've seen this trick many times... The truly confident institutions have already quietly jumped on board.

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CrashHotline

· 01-06 07:54

It's the same old political donations again. Retail investors are still dreaming of 2026, while big players have already been pouring money to pave the way.

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HashRateHustler

· 01-06 07:51

Basically, it's political donations in exchange for policies. This trick has been played out on Wall Street.

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GateUser-74b10196

· 01-06 07:50

Basically, it's institutions cutting leeks and paving the way, and the 21 million USD has already been factored into the coin price.

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TokenVelocity

· 01-06 07:40

Tom Lee's explanation, to put it simply, is just a smokescreen for political donations. Institutions are lobbying for their own interests, while retail investors are still waiting for the right moment... The game rules have long been fixed. But on the other hand, if 2026 really aims for 250,000, I bet it's driven by a combination of a rate cut cycle and institutional allocation, with technological breakthroughs still too far off.

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ForkPrince

· 01-06 07:40

Wait a minute, this logic is too smooth and actually starts to feel a bit off. Institutions pouring money into lobbying + analysts giving buy signals + ETFs flooding in... It feels like they're just telling stories to retail investors, right? So how to keep 30% cash? When a sharp decline really happens, you'll have to grit your teeth and step in to buy, won't you?

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ParallelChainMaxi

· 01-06 07:35

Political donations collaborating with influencers to promote calls, this tactic has been played out in the crypto circle. To put it simply, it's still the whales creating hype.

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