Bitcoin just dipped below $91,000, with less than a 1% increase over 24 hours. On the surface, it appears to be a short-term correction, but beneath the surface, several undercurrents are changing the entire market landscape.

The recent actions of Japanese listed company Metaplanet are worth noting — they quietly accumulated 35,102 Bitcoins, becoming the fourth-largest Bitcoin holder in the world. The logic behind this is quite compelling: the yen's depreciation has become a "soft target," with Japanese government debt accounting for 250% of GDP, but this has actually created an opportunity for Metaplanet. By financing the purchase of Bitcoin with depreciated yen, their costs are almost negligible. The data speaks volumes — Bitcoin has increased 11 times against the US dollar, but surged 17 times against the yen. This move has truly made them a fortune.

Even more worth pondering is the overall trend. The top 100 global listed companies now hold over 1,090,000 Bitcoins. In the past week alone, five companies, including Metaplanet, have continued to add to their holdings, and even MicroStrategy's leadership hinted that new purchase data will be announced next week. Institutional buying enthusiasm is simply unstoppable.

Meanwhile, another change is brewing. AI is reshaping the cost structure of startups. A well-known development platform CEO tested it — using AI for programming, a project at the seed stage can be delivered in a week, drastically reducing costs. According to this trend, by 2026, founders might only need $100,000 to validate a product concept — the barriers to entry for startups will collapse dramatically. By then, the competition will no longer be about code quality, but about storytelling and traffic distribution capabilities.

On one side, global giants are疯狂ly accumulating digital assets; on the other, AI is rewriting the startup playbook. Under the collision of these two forces, the market is演出 a show that no one can fully predict. Do you think Bitcoin will continue to adjust or surge to new highs? Will the AI startup boom completely rewrite this industry?