Eksekutif Puncak Metaplanet Sebut Syarat Kenaikan Kapitalisasi Bitcoin Menjadi $100 Triliun

cryptonews.ru2026-08-07 tarihinde yayınlandı2026-08-07 tarihinde güncellendi

Özet

Manajer Metaplanet, LeClerc, menyatakan bahwa sentimen negatif di pasar kripto bersifat sementara dan kekhawatiran investor terkait penurunan lebih lanjut Bitcoin sangat berlebihan. Ia menjelaskan bahwa koreksi harga Bitcoin sebagian besar terkait dengan perusahaan yang menggunakan modal pinjaman untuk membelinya, seperti Metaplanet dan MicroStrategy, yang sahamnya turun lebih tajam daripada BTC itu sendiri selama Agustus karena struktur pembiayaan mereka. Dinamika pasar saat ini khas untuk periode penjualan besar-besaran di mana pasar membersihkan leverage berlebihan. Perusahaan dengan cadangan Bitcoin menghadapi tekanan, tetapi LeClerc yakin mereka justru dapat pulih paling cepat saat tren berbalik. Ia membandingkan situasi ini dengan siklus bearish 2022, di mana likuidasi posisi margin membersihkan spekulasi dan membentuk dasar untuk tahap pertumbuhan baru Bitcoin. LeClerc percaya bahwa pembentukam dasar sudah mulai terlihat. Pada akhir kuartal kedua, investor korporat mulai memindahkan modal dari aset terkait Bitcoin ke saham perusahaan AI, menambah tekanan penjualan. Namun, banyak ancaman, termasuk risiko komputasi kuantum, dinilainya terlalu dibesar-besarkan, dan kepanikan di pasar tidak mencerminkan kondisi fundamental Bitcoin yang sebenarnya. Ia menyimpulkan bahwa setelah kekuatan penjual habis, Bitcoin dapat melonjak tajam bahkan tanpa latar belakang berita signifikan. Pernyataannya sejalan dengan pendapat co-founder Blockstream, Adam Back, yang memperkirakan kapit...

LeClerc percaya bahwa sentimen negatif di pasar kripto bersifat sementara, dan kekhawatiran investor mengenai penurunan lebih lanjut kripto pertama ini sangat dibesar-besarkan.

Menurut eksekutif puncak ini, koreksi kripto pertama ini banyak berkaitan dengan karakteristik perusahaan-perusahaan yang menggunakan modal pinjaman untuk membeli bitcoin. Pada Agustus, saham perusahaan-perusahaan seperti Metaplanet dan Strategy—pemegang publik korporat terbesar $BTC,—jatuh nilainya jauh lebih tajam daripada bitcoin itu sendiri. Namun, LeClerc menjelaskan hal ini dengan struktur pendanaan perusahaan-perusahaan tersebut.

Dinamika pasar kripto saat ini adalah khas untuk periode penjualan besar-besaran, ketika pasar membersihkan leverage berlebihan. Pada saat-saat seperti itu, perusahaan dengan cadangan bitcoin menghadapi tekanan yang meningkat dari investor, namun setelah tren berbalik, merekalah yang mampu menunjukkan pertumbuhan tercepat, yakin LeClerc.

Eksekutif puncak ini membandingkan situasi dengan siklus bearish tahun 2022, ketika likuidasi posisi margin membersihkan pasar dari spekulasi berlebihan dan menciptakan fondasi untuk tahap pertumbuhan baru kripto pertama ini.

"Ketika penjual telah kehabisan kemampuan mereka, bitcoin dapat melonjak tajam bahkan tanpa latar belakang berita yang signifikan," kata LeClerc.

Menurutnya, situasi sudah menunjukkan tanda-tanda pembentukan dasar. Pada akhir kuartal kedua, investor korporat mulai mengalihkan modal dari aset terkait bitcoin ke saham perusahaan yang bergerak di bidang kecerdasan buatan, menciptakan tekanan tambahan dari sisi penjual. Kata LeClerc, banyak ancaman, termasuk risiko terkait pengembangan komputasi kuantum, dinilai terlalu tinggi, dan kepanikan di kalangan pedagang tidak mencerminkan kondisi fundamental kripto pertama ini.

Sebelumnya, co-founder dan CEO Blockstream Adam Back mengizinkan potensi kenaikan kapitalisasi bitcoin menjadi $200 triliun. Sebagai salah satu alasannya, pengusaha menyebut aktivitas perusahaan-perusahaan seperti Strategy, yang secara aktif menimbun kripto pertama ini.

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