Mike McGlone works at Bloomberg Intelligence. He posted a bitcoin call on X. He sees bitcoin falling toward $10,000 if stocks drop 20%.
Ki Young Ju runs CryptoQuant. He replied fast, within hours. He wrote, "ETFs brought in $58B and treasury companies hold 1.3M BTC." His post pulled 299 likes. It drew 37 replies that same day.
Ki's point was plain. Bitcoin ETFs hold $58 billion today. Treasury firms hold 1.3 million coins on their books. Ki said even a full exit from both groups still leaves a floor near $30,000. He measured that floor using the price most holders paid, on average, across the whole market.
McGlone has called this same $10,000 level before. He first raised it back in 2023. He repeated the call again this past summer, in a report titled after bitcoin's own fall.
Why did this post catch fire? Two named experts picked opposite floors for the same coin. Readers love a clean clash between two big, confident calls. Each side backed its number with real figures instead of a feeling.
What does this say about us? Crypto traders still split hard over where real support sits. One expert trusts old cycle math built on past crashes. One trusts fresh money sitting in funds and company treasuries. Both read the same charts and landed worlds apart from each other.
Bitcoin traded near $81,329 on the day of the reply. That price sits far above either expert's floor. Readers get to watch, in public, which number holds up first. The next sharp move in price will settle part of this argument. It will settle the rest soon, one way or another, for both sides to see.