On July 14, 2025, Bitcoin 
$81,201 surpassed the $112,000 threshold, setting a new all-time high above $100,000 when adjusted for inflation. This remarkable surge surpassed the real inflation rate, estimated at around 11%, by 19 points. Samson Mow, CEO of JAN3 and a prominent Bitcoin advocate, described this ascent as a natural phase in the strong bull cycle he expects. On the same day, Strategy led by Michael Saylor announced a purchase of 4,225 BTC valued at $472.5 million. At the time of reporting, Bitcoin was trading at $117,000.
Bitcoin Reaches New Heights in Inflation Defense
Bitcoin’s ability to exceed its peak from four years ago, despite rising living costs, demonstrates sustained investor confidence. Mow highlighted that the real inflation rate, as evidenced by an 11% increase in egg prices, is higher than official statistics. He noted that Bitcoin, at its current price of $112,000, offers a net return of 19% against inflation. This performance, according to the analyst, strengthens the foundations for the new bull phase.
Conversely, Pierre Rochard, CEO of Bitcoin Bond Company, commented that the decline following $123,091 would cool speculative long positions and reset open interest. According to Rochard, the recent price drop will balance funding rates and implied volatility, allowing the next upward leg to develop on a more stable foundation.
Market Expectations Rise After Strategy’s Massive BTC Acquisition
Strategy’s latest acquisition of 4,225 BTC brings its total holdings to over 600,000 Bitcoins, valued at $70.2 billion. The company has achieved a 20.2% return from the beginning of the year. The financing for the recent Bitcoin purchase was backed by a $330.9 million new MSTR share sale and the conversion of Bitcoin-collateralized bonds named STRK, STRF, and STRD.
In an X post following the acquisition, Saylor reaffirmed his belief in the perpetual rise of Bitcoin. Furthermore, the JAN3 team anticipates that expanding corporate treasury strategies will accelerate adoption by governments and large companies. Continued institutional purchases and increasing ETF entries are seen as enhancing market liquidity, supporting long-term price targets.
