Bitcoin appears set to break new all-time highs, with investment flows emerging as the primary driver behind the surge. Based on recent market behavior, a second-quarter target of $120,000 may actually underestimate Bitcoin’s potential.
Over the past three weeks alone, spot Bitcoin ETFs have seen more than $5.3 billion in inflows. When adjusted for hedge fund basis trading strategies, the net real flows still exceed $4 billion — a strong indicator of genuine investment interest.
Meanwhile, major institutional players are deepening their exposure. One strategy-focused firm has increased its Bitcoin holdings to over 555,000 BTC, which now represents approximately 2.6% of Bitcoin’s total capped supply of 21 million. With plans to raise an additional $84 billion for further accumulation, this stake could grow to over 6% of the total future supply — a potentially game-changing concentration of holdings.
Institutional adoption is accelerating, and upcoming 13F filings are expected to confirm even broader participation. Sovereign funds, national banks, and other large-scale investors are increasingly adding both direct and indirect Bitcoin exposure to their portfolios.
On the policy front, the alignment is also shifting. This week, a U.S. state passed a Strategic Bitcoin Reserve bill, becoming the first to do so — a landmark development that underscores growing political and financial confidence in Bitcoin's long-term role.
With all these developments converging, it’s becoming clear that the original $120K target for Q2 may be too conservative. The year-end outlook remains highly bullish, with projections reaching toward the $200K mark.🚀
At the time of writing, Bitcoin is trading around the $101,000 level.