Analyst expects Bitcoin to reclaim $100,000 before 2027 as economy expands
TheRealPlanC says the drop from $126,198 to ~$78,267 is a mid‑cycle reset, not the top. He expects Bitcoin to reclaim $100,000 as macro conditions turn supportive.
Six figures already happened in 2025. Price topped at $126,198, then pulled back to ~$78,267 (Bitcoinist) (Bitcoinist).
The analyst says that rally ran during a contractionary business cycle. Risk assets were capped, yet price broke $100k (X thread).
Supply met it. Long‑term holders sold into strength. Four‑year‑cycle traders exited late 2025 (Bitcoinist).
The slide sped up on external shocks. An exchange incident, institutional trading worries, and wider uncertainty added pressure (NewsBTC). Peak‑to‑trough drawdown hit ~52%, which the analyst calls a correction, not a breakdown (NewsBTC).
He reframes the $126,198 high as the first peak, not the cycle end (NewsBTC) (X thread).
Timing now hinges on the macro turn. He cites three straight months with the business cycle back above neutral, signaling expansion (X thread).
Demand may be rebuilding. Corporate buyers led by Michael Saylor are absorbing an estimated 10,000–30,000 BTC weekly, per the analyst. MicroStrategy has raised fresh capital to buy more (X thread) (NewsBTC).
He expects a move back above $100,000 as conditions improve. The next major peak is placed in 2027 in his framework (NewsBTC) (X thread).
Key levels and context:
- 2025 peak at $126,198 (Bitcoinist)
- Current area near $78,267 (Bitcoinist)
- ~52% drawdown from top (NewsBTC)
- Reclaiming $100k seen as cycle continuation, not completion (NewsBTC)
