Fidelity's Timmer Analyzes Bitcoin's Shift to Internet S-Curve Growth Model
Written by Ohris M. Greyoon, Blockchain & Crypto Expert
Source: Coinmarketcap
Updated: Jan 11 2026- Growth Model Shift: Fidelity's global macro director Jurrien Timmer highlights that Bitcoin is transitioning from its historically steep power law growth trajectory to an internet S-curve model, sparking debate over the relevance of its traditional four-year halving cycle.
- Market Performance Lag: Timmer notes that Bitcoin has underperformed compared to gold in 2025, indicating that after a brief pause, it is drifting away from a predictable growth trajectory correlated with time, which may impact investor confidence.
- Key Support Level Analysis: From a technical standpoint, Timmer identifies $65,000 as a crucial support level for Bitcoin, with $45,000 representing the current trendline's key zone; if Bitcoin enters a prolonged consolidation phase, this support level could rise to $65,000.
- Exchange Inflows Decline: CryptoQuant data reveals that Bitcoin exchange inflows plummeted from approximately 43,940 BTC on December 31 to about 3,970 BTC by January 5, a decline exceeding 90%, indicating that holders are more inclined to maintain their positions rather than sell.
About the author
Ohris M. Greyoon
Ohris M. Greyoon holds a Master’s in Computer Science from MIT and has 10 years of experience in blockchain technology and cryptocurrency markets. A pioneer in decentralized finance (DeFi) analysis, he leads Intellectia’s Crypto News, offering cutting-edge insights into digital assets.
