Bitcoin's new all-time high and the $150,000 price forecast are fostering a bullish market sentiment. A US government shutdown is bolstering Bitcoin as a safe-haven asset, with macroeconomic factors acting as a tailwind. Significant institutional inflows into ETFs suggest medium- to long-term capital inflows, indicating an overall bullish market bias.

・Bitcoin Hits New All-Time High, Analysts Predict $150,000 Surge The recent surpassing of Bitcoin's previous all-time high has fostered a bullish sentiment among market participants. Analysts predicting a surge to $150,000 by year-end could potentially attract further capital inflows. Significant inflows into US-listed Bitcoin ETFs also signal growing institutional interest, serving as a key factor supporting medium- to long-term price appreciation. ・US Government Shutdown and Macro Factors Boost Bitcoin Rally Macroeconomic uncertainty stemming from a potential US government shutdown is increasing interest in Bitcoin as a safe-haven asset. Such geopolitical risks can amplify distrust in fiat currencies, potentially accelerating a shift of funds towards Bitcoin. This trend may continue to positively impact Bitcoin's price whenever government shutdowns or other macroeconomic shocks occur. ・'Binance Dollar' Becomes Venezuela's de facto Currency: Crypto as an Inflation Hedge In Venezuela, hyperinflation reaching 229% has led to USDT (Tether) effectively becoming the de facto currency, highlighting the role of cryptocurrencies, especially stablecoins, as alternative mediums of exchange in regions where faith in fiat currency has eroded. This suggests expanding demand for stablecoins in emerging markets facing high inflationary pressures and could drive inflows into blockchains offering low-cost transactions, such as TRC-20 USDT. ・Aging Populations and Global Wealth Growth to Drive Crypto Demand Through 2100 Global demographic shifts and the increase in wealth could expand demand for cryptocurrencies from a long-term perspective through 2100. Particularly, older demographics seeking higher returns for retirement funds or as part of their portfolios may enter the crypto market, potentially increasing market depth and contributing to price stabilization. This indicates the possibility of cryptocurrencies establishing themselves not just as speculative assets but as vehicles for long-term wealth accumulation. ・Bitcoin Pulls Back from $125K All-Time High: What's Next? Bitcoin's temporary correction phase after reaching its all-time high signifies inherent short-term volatility. However, growing institutional interest in using cryptocurrencies as a hedge against fiat currency devaluation suggests underlying buying pressure at lower levels. Future price movements will likely depend on prevailing macroeconomic conditions and institutional investor activity. ・Solana Emerges as Top Contender for Wall Street's Stablecoin and RWA Tokenization Network The prediction that Solana could become a primary platform for institutional players engaging in stablecoin and Real-World Asset (RWA) tokenization boosts expectations for the Solana ecosystem. While Bitcoin might be perceived as less accessible for certain institutional activities, Solana's technological advantages and scalability are being recognized for use cases driven by real-world demand, such as RWA tokenization. This could potentially lead to an increase in the value of SOL, Solana's native token. Overall Summary Bitcoin has hit new all-time highs, attracting significant institutional interest, although short-term corrections are also observed. Meanwhile, stablecoins are functioning as alternative currencies in inflationary environments like Venezuela, and blockchains such as Solana are anticipated to become hubs for RWA tokenization. Furthermore, long-term demographic trends, including aging populations and wealth growth, are projected to drive cryptocurrency demand, indicating the market's potential for growth across various dimensions.

Potential risks include short-term profit-taking following the recent hit of an all-time high (ATH). Macroeconomic uncertainties and unpredictable news flow could trigger price volatility. A key support level is the recent low of $20; a break below this level risks a decline to $18. Institutional investor activity and shifts in market sentiment require continued monitoring.

In the short term (24-48 hours), trading is anticipated within the $20-$23 range, with macroeconomic factors providing support. For the mid-term (one week), a push above $23 is possible, contingent upon ETF inflows, while range-bound trading may also persist. Solana's future prospects as a network for tokenizing Real World Assets (RWAs) also represent a potential positive catalyst for the overall market.

Overall, the market maintains a bullish bias. Factors such as Bitcoin reaching new all-time highs, substantial inflows into institutional ETFs, and macroeconomic events like a potential US government shutdown are shaping a positive sentiment across the cryptocurrency market. Short-term price corrections are a part of healthy volatility and do not undermine the long-term upward trend. The emergence of blockchains like Solana as hubs for real-world asset tokenization suggests growth driven by actual demand, highlighting the market's diversification. As an action plan for investors, we recommend entering positions after consolidation within the current $20-$22 range, or upon a clear breakout above $23. A strategy involving setting mid-term target prices above $25-$30 and implementing stop-loss orders below $18 would be effective for maximizing returns while limiting risk. This week, the $20 support level and the $23 resistance level are crucial. A breakout above $23 will serve as a strong signal for further upside potential. Continuous attention should be paid to macroeconomic developments, particularly the progress of the US government shutdown and ETF fund flows, coupled with rigorous risk management. A strategy based on calm analysis is expected to capture the market's growth opportunities.