Renowned bitcoin analyst Willy Woo explains it thus:

“The biggest fintech opportunity in the next decade is not DeFi. It’s the merger of BTC + TradFi.”

Mark E Jeftovic of The Bitcoin Capitalist adds: 

“Bitcoin settling in as the base layer for the next generation of financial instruments, with stablecoins acting as the rails between the legacy dollar system and new fintech-enabled one.”

Bitcoin’s dominance of the crypto market has soared from 40% a few years ago to 61% - a clear case of winner takes all. 

When Lotus 1-2-3 took off, Microsoft created Excel and brought it into the OS. WordPerfect succeeded, so Microsoft built Word. Then Microsoft bought PowerPoint early. All of these applications became standard with Microsoft, while the early startups were marginalised, says Jeftovic.

Bitcoin is worth $1.8 trillion. The next largest token, Ethereum is only worth $250 billion. Bitcoin gets most of the programmers now. They are gravitating toward Bitcoin.

The five applications that really matter are being built on Bitcoin—DeFi (Peer to Peer Payments, Trading, Exchanges, financial inclusion etc), Smart Contracts (supply chain transparency and traceability, asset trading and resource tracking), Ordinal (a system for creating and tracking unique digital assets on the Bitcoin blockchain), Runes (a protocol for representing various digital assets, like loyalty points, in-game items, or even fractional ownership) and Layer 2 solutions like low cost micropayments.

This means corporate Bitcoin Treasuries – storing BTC on the balance sheet rather than fiat – is going to be the next wave to hit the financial markets and it will be huge. 

Look how Bitcoin handled the two shocks in the latest up market:

It’s clear the drawdowns are becoming less painful, even when whales holding very cheap BTC are taking some of that off the table. Still the BTC price reached all-time highs over the last week. Based on current metrics, we are only likely to see the peak of the current up cycle by late 2025 or even June 2026.  

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