Everyoneās freaking out about this BTC crash, but the setup for the next leg is quietly getting stronger.
In the US, the CLARITY marketāstructure bill is close to the finish line, with SEC and CFTC chairs saying they can finally ācodify sensible rules of the road for the asset classā instead of regulating by random enforcement. Thatās the green light Wall Street has been waiting for.
Institutional research now models 3ā4T of potential crypto demand once the rules are locked in, with BTC as the anchor asset likely taking a big slice of that.
Even a 1ā2T wave into bitcoin over a cycle doesnāt translate 1:1 ā thin float, ETFs and leverage mean flows can move market cap several times the raw capital.
Onāchain, weāre already in classic lateābear territory: capitulation, realised losses spiking, shortāterm holders blown out while longāterm holders quietly add. Historically, thatās where the next big impulse move starts from once a new structural buyer appears.
Put it together and you get a simple thesis: regulatory clarity + institutional rails + onāchain capitulation = a setup where the bear phase might end faster than most people expect, and the next trend is driven by flows, not retail hopium.


AInvest
Bitcoin's 2026 Path: Institutional Flows vs. Market Structure
Bitcoin's 2026 Path: Institutional Flows vs. Market Structure