Bitcoin exchange inflows have been increasing for over a month, and the latest BTC price drawdown has made nervous sellers double down.

Bitcoin hodlers 'bleed' as Binance daily inflows near 7K BTC

According to a report by digital asset firm CoinShares, Bitcoin could see a 
surge of more than 65% from today’s price if it wins just a small slice of 
major monetary pools. At its current level just above $113,500, that jump 
would take BTC up to about $189,000. It’s a simple idea with big implications. 
Related Reading: No Gold? No Problem: Why XRP Stands Strong On Its Own—Analyst 
Potential Market Share Based on reports, global liquidity—known as M2—is 
sitting at roughly $127 trillion, while all mined gold adds up to almost $24 
trillion. CoinShares applies a so-called Total Addressable Market (TAM) model 
to those figures. If Bitcoin captures 2% of global M2 and 5% of gold’s market 
cap, the sum points to a $189,000 price tag. It doesn’t assume BTC will take 
over corporate treasuries or forex reserves, yet even that limited reach could 
send prices much higher. Some Bitcoin Investors Are Excited Many in the crypto 
crowd like how clear it is. You look at the size of the cash and gold markets. 
You pick some modest targets. Then you do the math. It shows that winning tiny 
slivers of those pools could be very rewarding. You don’t need a blanket take- 
over of every money market to make a strong case for Bitcoin as an investment. 
Top-Down Model In Action A TAM model starts at the top. It sizes up the 
biggest buckets—cash, deposits, gold—then assumes what share a newcomer might 
grab. It’s common in startup pitches. Here, CoinShares leans on data from the 
World Gold Council, Trading Economics and Glassnode to keep the numbers fresh. 
The big pools aren’t static, but they do highlight the scale of what’s out 
there. This method skips over many real hurdles. Regulation could slow 
adoption. New digital coins might offer competing features. Shifts in interest 
rates can shrink or swell M2 overnight. Even gold’s market value can dip if 
miners sell or central banks offload bars. That makes any model’s timeline 
shaky. Challenges And Timelines Based on projections, Bitcoin’s share of these 
markets might creep up over the next decade. That assumes steady gains in user 
trust, clearer rules from governments and smoother ways for big institutions 
to buy and hold crypto. Related Reading: XRP ETF Approval Incoming? Analyst 
Eyes September-October Window If that path holds, hitting 2% of global 
liquidity and 5% of gold could be realistic. But if policies shift or fresh 
tech disappoints, the climb could stall. Whether Bitcoin reaches $189,000 will 
depend on a mix of policy, innovation and investor appetite. For now, the TAM 
view gives a neat snapshot of what could happen if the top coin starts 
grabbing those market shares. Featured image from Unsplash, chart from 
TradingView

Bitcoin Set To Hit $189K As Global Liquidity Tops $127T – Analysts

Non-fungible token (NFT) sales saw an increase in July, jumping ​​50.14% 
higher than sales recorded in June. Despite the rise, NFT sales in July 2025 
were still 35.02% lower than the numbers recorded at the end of 2024. From 
Bust to Bump: NFT Market Sees 50% Lift, but Is It Too Little, Too Late? This 
[…]

NFT Sales Spike in July—but Still Miles Below 2024’s Highs

Ethereum is becoming a lifeline for many, solving real-world problems. It 
deserves a voice that can carry beyond the echo chamber.

Ethereum doesn’t need another upgrade, it needs a PR team | Opinion

Ripple plunged over 22% to $2.73 on Aug. 3, hitting a multi-week low as 
Trump’s tariffs and weak U.S. jobs data sparked a broader market sell-off.

XRP price enters a bear market, pattern points to a Ripple rebound

Crypto tokens have failed retail investors through insider concentration and 
poor design. Regulation and tokenized real-world assets offer hope for 
revival.