Crypto analyst and YouTuber Market Moves has floated a stark possibility for Bitcoin’s next phase: 2026 could deliver the biggest bull market by total market cap — but under tight, deliberate control from Wall Street and political insiders rather than the chaotic retail mania of 2021.
The video centers on a pattern the host says is “hard to ignore.” In early January 2026, Morgan Stanley filed for both Bitcoin and Solana ETFs, marking one of the most aggressive moves by a major U.S. bank into crypto.
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Around the same time, BlackRock’s head of ETFs went on CNBC openly talking up Bitcoin and Ethereum as still being in the “very early days,” while Eric Trump’s American Bitcoin Corp disclosed it had accumulated 5,427 BTC in just four months, becoming the 19th-largest public Bitcoin treasury.
All of that raises a simple question: if “banks, asset managers and the political elite” are loading up, why isn’t price exploding?
MicroStrategy As Bitcoin’s Pressure Valve
The video’s main contention is that MicroStrategy — which holds over 3% of all Bitcoin, closer to 5% of effective circulating supply once lost coins are stripped out — has become the key risk vector institutions can’t ignore.
For years, MicroStrategy traded at a hefty premium to the value of its underlying BTC. At times, the stock was priced at roughly 2.5x the value of the coins it held. That premium functioned as what the host calls an “infinite money glitch”: Michael Saylor could issue richly valued stock, buy more Bitcoin, and effectively lever up retail exposure to BTC.
According to the theory laid out, major players like JPMorgan, BlackRock and Vanguard have quietly moved to “patch” that glitch. Public filings reportedly show they cut MicroStrategy exposure by billions in Q3 2025, just before Morgan Stanley’s ETF push. A coordinated shorting and derisking effort, the argument goes, squeezed MicroStrategy’s premium down toward parity — high enough to avoid a forced liquidation, low enough to neuter Saylor’s ability to aggressively accumulate.
The alleged institutional goal: keep Bitcoin “not too high, not too low.” Too high, and leveraged whales like Saylor send price vertical. Too low, and margin calls could force him to dump roughly 5% of supply into a market that only sees under 1% of coins move on a typical day — a scenario the video suggests could drag BTC below $20,000.
A Bigger BTC Market, But Possibly Boring
On 2026 specifically, the creator draws a sharp distinction between size and speed.
Measured by total value, she argues, the next cycle could indeed be the biggest ever, with Wall Street banks, mega asset managers and even sovereign wealth funds entering. But if the “orderly path” thesis is right, Bitcoin may begin to resemble an equity index: slow, fee-rich appreciation rather than 10x blow‑off tops. That would favor Bitcoin and large caps; “low-cap shitcoins,” she warns, are unlikely to be the focus of institutional flows.
The analyst’s openly unsure how much of the suppression conspiracy she believes, but accepts the implication: a multi‑year grind higher might be more realistic than a sudden jump to $300,000. She also flagged a tail risk almost no one wants — MicroStrategy getting wiped out and triggering a cascading panic that could rival or exceed the FTX shock.
For investors, the message is un-glamorous but clear. If institutions really are engineering a narrower volatility band to maximize ETF fee flows, the edge may shift from chasing explosive alt cycles to surviving long enough, in size, to benefit from a slower, structurally supported rise in the majors.
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People Also Ask
No. It presents it as a plausible theory backed by timing of institutional moves and filings, but stresses the need for skepticism.
No. The creator says a record total market cap “wouldn’t surprise” her, but also outlines scenarios where Bitcoin crashes if MicroStrategy is forced to sell.
Primarily Bitcoin and other large caps. She’s explicitly skeptical that institutional demand will meaningfully support low-cap altcoins.
