Bitcoin's capital efficiency has significantly decreased over successive bull market cycles, necessitating larger capital inflows for smaller percentage gains. In 2011, a net inflow of approximately $2.8 billion drove a 55,000% increase. By 2015, $69 billion was needed for a nearly 10,000% rise, and in 2018, $365 billion resulted in a 2,000% gain. Since 2022, about $697 billion has flowed in, yielding a 689% return. CryptoQuant founder Ki Young Ju suggests that Bitcoin must become a core macro asset, not just retail-driven ETF trades, to achieve another parabolic rise. This would require over $1 trillion in new capital, significantly increasing institutional acceptance of Bitcoin.
Bitcoin's Next Parabolic Surge May Require $1 Trillion in New Capital
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