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Samson Mow addresses the anticipated Bitcoin price cycle for 2026, noting that some expect the price to fall below $50,000 during October and November of that year.
He argues it is more plausible that major institutional buyers such as Strategy's STRC, Metaplanet, BSTR, and XXI, each with their own preferred perpetuals, could drive significant demand and remove 100,000 BTC from the market every week during that period.
Mow’s outlook on persistent institutional demand for Bitcoin aligns with ongoing trends toward a broader transfer of assets from individual holders to large institutions, a shift explored in-depth in the analysis of the major shift in Bitcoin ownership. In addition, recent developments such as STRC’s updated ATM program, which facilitates share issuance outside traditional trading hours, further underscore the dynamic strategies deployed by key market players—an evolution examined in the report on STRC’s share issuance update.