$100K is right around the corner..

“It’s only a matter of time before we smash 100 K.”

Bitcoin sat above $94–95 K all weekend and Wall Street, policymakers and even Mastercard just woke up to a brand-new monetary order. Below is everything you need to know in five minutes.

TL;DR

1. Macro & Money

• Dalio’s Big Reset: Tariff skirmishes or not, the US-centric system “is already broken,” Dalio wrote yesterday. Exporters are reducing dollar exposure now, not later.

• Millionaires vs. 21 M coins: 58 M millionaires exist—there will never be enough Bitcoin for each to own a full coin, even at $1 M/BTC.

• ETF Floodgates Re-Open: Spot vehicles saw $3.4 B net inflows last week after three straight weeks of redemptions.
  

  

  https://x.com/RayDalio/status/1916967796065423688

Actually reccomend you all to go and read the article!

2. Governments & Institutions

3. Bitcoin Price Picture

• Technical: Multi-month W-pattern complete; last resistance sits at $100 K.

• Accumulation: ETF wallets + corporate treasuries (MicroStrategy again this week) remain net-buyers.

• Narrative: CIO of BlackRock: BTC is “50 % NASDAQ, 50 % gold”—but so far prices lag gold’s explosive move. Any catch-up points to six figures.
  

  

4. Ethereum – L1 vs L2 Civil War

• Foundation Tweet-Bomb: Research lead Dankrad Feist floated a 100× L1 throughput roadmap.

• If successful it undercuts roll-ups: Base pays only 8 % of its revenue to Layer 1; Optimism <12 %; those economics break if main-net gets cheap.

• Kyle Samani: right question is NOT “is EF rug-pulling L2s?” but “how hard will they push devs to stay on L1?”
  

  

5. Solana, Sui & Friends

• Public-company treasuries: Eight listed firms now hold SOL; biggest position = $46 M (DeFi Development Corp, ex-Janover).

• Max Resnick: wave of profitable micro-start-ups on Solana charging tiny UI fees; on-chain infra removes almost all COGS.

• Sui’s 2021-style chart: running at cycle-highs vs SOL—just as a $200 M token unlock hits Wednesday. Watch the order books.

• 1inch → Solana: main-net aggregation launches, direct Jupiter competitor.
  
  

6. Payments & Real-World Infra

• Mastercard rolls out “end-to-end” stable-coin settlement rails; aims for merchant-side acceptance “as easy as the money in your bank account.”

• Grid Stress Test: 10-hour blackout across Spain & Portugal blamed on a 40-kV fault + extreme weather. Highlights new role for flexible mining to stabilise renewables.

7. Quick Bites

• Alt-coin bottom fishing: COOKIE & LISQ print rounded-bottoms; GUNZ chain main-net invites go out this week.

• Star Atlas demo teases custom load-outs; Solana’s flagship game survived FTX and is closing on public alpha.

• SMS Transactions: Sui wallets can now push signed transfers over SMS—useful in grid-down scenarios.

8. Charts to Watch

1. BTC dominance: 64 % and rising; still no broad alt-season.

2. SOL/ETH ratio: Up-trend intact despite ETH news.

3. NASDAQ vs BTC: Closing in on ATH relative.

4. Global M2 vs BTC (12-wk lag): Implies $105–110 K target.
   
   

9. What’s Next?

• FED Balance-Sheet print (Wed): has shown four flat weeks—first sign of QE pause ending?

• Sui unlock (Thu): 200 M tokens. Reaction will set tone for mid-caps.

• Eyes on 100 K: If/when it breaks, expect media frenzy and fresh retail flow.

The stars are finally lining up: balance-sheets are waking up, states are stacking sats, and the ETF fire-hose is back on. Whether 100 K lands tomorrow or next Tuesday, the signal is clear—momentum is ours.

Stay agile, stay curious, and keep your wallets warm; the next leg of this cycle is only just beginning. See you on the other side of six figures!