Bitcoin BTC Strategic Reserve Accumulation Model: 2030-2035 Price Forecasts and 1k-3k BTC/Day Institutional Demand | Flash News Detail | Blockchain.News
Latest Update
12/19/2025 5:55:00 AM

Bitcoin BTC Strategic Reserve Accumulation Model: 2030-2035 Price Forecasts and 1k-3k BTC/Day Institutional Demand

Bitcoin BTC Strategic Reserve Accumulation Model: 2030-2035 Price Forecasts and 1k-3k BTC/Day Institutional Demand

According to @Andre_Dragosch, the Strategic Reserve Accumulation (SRA) model by Murray Rudd and Dennis Porter frames Bitcoin BTC as an emerging strategic reserve asset with price driven by shrinking liquid supply, a 10-12 year logistic adoption curve, inelastic CES demand, and reflexive feedback between price and adoption (source: @Andre_Dragosch on X, Dec 19, 2025). He reports institutional reserve accumulation is capped at 1k-3k BTC per day across scenarios, implying persistent float reduction and demand-led price formation relevant for traders tracking liquidity and ETF inflows (source: @Andre_Dragosch on X, Dec 19, 2025). Price forecasts cited are 2030 bear base bull at about 250k 540k 1.5M dollars and 2035 at about 500k 950k 5M plus, from a starting point near 65k post 2024 halving, highlighting demand outpacing supply as adoption scales (source: @Andre_Dragosch on X, Dec 19, 2025). Dragosch adds that prior halving-cycle models such as Stock-to-Flow and BAERM are less informative as ETFs BTCTCs and sovereign demand shift drivers from supply to demand, while the Power Law model may be too conservative amid accelerating adoption, shaping a new trading regime (source: @Andre_Dragosch on X, Dec 19, 2025). He cautions the SRA relies on strong assumptions and may be destabilized by slower adoption regulation macro shocks or competing reserve assets, so outputs should be used as scenario guidance not gospel for risk management (source: @Andre_Dragosch on X, Dec 19, 2025).

Source

Analysis

The Strategic Reserve Accumulation (SRA) model is emerging as a pivotal framework for understanding Bitcoin's future price trajectory, especially as institutional demand reshapes the market. According to André Dragosch's recent analysis, this model, developed by Murray Rudd and Dennis Porter in 2025, shifts focus from traditional supply-driven factors like halvings to demand-side dynamics. With Bitcoin increasingly viewed as a strategic reserve asset, the SRA model incorporates shrinking liquid supply, logistic adoption curves, and convex demand patterns to forecast prices. This approach is particularly relevant for traders navigating the post-2024 halving environment, where BTC started at around $65,000. For those monitoring Bitcoin price predictions, the model highlights how institutional accumulation—capped at 1,000 to 3,000 BTC per day—could drive significant upside, making it essential for spotting long-term trading opportunities in BTC/USD pairs.

Understanding the SRA Model's Mechanics and Trading Implications

At its core, the SRA model treats Bitcoin as an asset for institutional reserves, modeling price through a combination of factors including low elasticity demand (around -2.10) and a reflexive loop where rising prices accelerate adoption and further demand. André Dragosch notes that previous models like Stock-to-Flow or Power Law may fall short in this new era of mainstream adoption, as Bitcoin crosses into broader acceptance. From a trading perspective, this implies monitoring on-chain metrics such as exchange outflows and institutional wallet accumulations. For instance, if daily accumulation hits the bull scenario's upper limit of 3,000 BTC, it could reduce liquid supply, pushing BTC prices toward key resistance levels. Traders should watch for correlations with ETF inflows, as seen in recent months, where increased spot Bitcoin ETF demand has coincided with price surges. Without real-time data, historical patterns suggest that during accumulation phases, BTC often tests support around the 50-day moving average before breaking out, offering entry points for swing trades targeting 10-20% gains.

Price Forecasts and Scenario-Based Trading Strategies

The SRA model's forecasts provide concrete targets for 2030 and 2035, varying by scenario. In the bear case, Bitcoin could reach $250,000 by 2030 and $500,000 by 2035, while the base scenario projects $540,000 and $950,000, respectively. The bull outlook is even more optimistic, with $1.5 million by 2030 and over $5 million by 2035. These predictions, starting from a post-2024 halving base of $65,000, underscore the potential for exponential growth driven by sovereign and corporate adoption. For traders, this means incorporating these levels into technical analysis: the $250,000 mark could act as a psychological support in bear markets, while $1.5 million represents a high-conviction resistance in bullish runs. Pair this with volume indicators; high trading volumes during adoption spikes could signal buy opportunities in BTC/ETH or BTC/USDT pairs. Critically, the model's reflexivity suggests that positive price momentum could create self-fulfilling prophecies, amplifying rallies—traders might use this for momentum strategies, entering long positions on breakouts above recent highs with stop-losses at 5-7% below entry to manage risks from macro shocks.

Criticisms of the SRA model, as outlined by André Dragosch, include its simplified view of institutional behavior, overlooking potential selling pressures or regulatory hurdles. This is a reminder for traders to diversify beyond pure model reliance, integrating macro factors like interest rate changes or geopolitical events that influence Bitcoin's safe-haven status. In the broader market context, Bitcoin's correlation with stock indices like the S&P 500 has strengthened, with institutional flows into crypto often mirroring tech stock rallies. For cross-market opportunities, consider how AI-driven analytics could enhance trading bots for predicting SRA-modeled adoption curves, potentially boosting sentiment in AI tokens like FET or AGIX during Bitcoin uptrends. Overall, the SRA model encourages a demand-focused trading mindset, where monitoring reserve accumulation metrics becomes key to capitalizing on Bitcoin's evolution into a mainstream asset. By blending these insights with technical indicators, traders can position for substantial returns while navigating uncertainties, always prioritizing risk management in volatile crypto markets.

To optimize trading strategies based on the SRA model, focus on long-term holdings supplemented by short-term trades around key events like ETF approvals or sovereign announcements. Historical data shows that during similar demand-driven phases, Bitcoin's 24-hour trading volumes spike, offering liquidity for scalping. For instance, if adoption accelerates as per the logistic curve (10-12 years to full maturity), expect volatility around halvings to diminish, shifting focus to quarterly institutional reports. This model's behavioral richness makes it a strong tool for forecasting, but combine it with real-time sentiment analysis for the best results. In summary, as Bitcoin price predictions evolve, the SRA framework provides actionable insights for identifying support at $65,000 levels and resistance up to $5 million, empowering traders to stack sats strategically amid growing institutional interest.

André Dragosch, PhD | Bitcoin & Macro

@Andre_Dragosch

European Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators.