Firms like MicroStrategy, Strategy Inc., and even non-crypto corporates are piling into Bitcoin as a treasury asset. Strategy Inc. acquired over 4,000 BTC recently, propelling its holdings to ~580,250 BTC (~2.7% of total supply), which heavily influences market sentiment .
Japanese hotel company Metaplanet plans to raise $5.4 bn to buy 210,000 BTC—nearly 1% of total supply—mirroring strategies like MicroStrategy’s and further validating BTC’s investment appeal .
Barriers to entry have dropped thanks to spot Bitcoin ETFs. May alone saw over $4 bn of ETF inflows .
2. Regulatory & Political Tailwinds
The U.S. Senate passed a stablecoin bill, Texas greenlit a Bitcoin reserve law, and President Trump signed an executive order dubbed the Strategic Bitcoin Reserve in March 2025—this all sends a strong legitimacy signal .
Trump’s pro-crypto stance (e.g., pardoning Ross Ulbricht, deregulating agencies, backing a national crypto reserve) has shaken up outdated crypto policies .
3. Macro & Market Conditions
A weakening U.S. dollar, easing U.S.–China trade tensions, and global investor risk-on mood have lifted BTC, similar to past rallies triggered by Trump-era trade moves .
Futures market metrics like open interest are at elevated levels, and bullish technical patterns continue driving the sentiment higher .
📈 What Analysts Predict Next
Source Forecast Reasons & Caveats
Binance ~$108k (+5% in 30 days) → $137k by 2030 Short-term consolidation; long-term optimism.
CoinDCX / Traders Union Neutral-bullish: $104k–$110k short-term; breakout beyond $110k → $115k–$120k EMA and Fibonacci support/resistance held.
Investopedia / Barron’s End‑of‑year $130k–$150k Caution of potential corrections.
Coinlore (ML model) $109k in 10 days; range $180k–$221k by end of 2025; long‑term $369k by 2030 Extreme variance and volatility warning.
InvestingHaven Broad range $80k–$155k for 2025; bullish cup-and-handle breakout Consolidation now; explosive upside could come.
MarketWatch Historical Models $150k cycle high in 2025; 20–30% pullbacks typical Election and halving cycle patterns repeating.
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🧭 Probable Scenarios Ahead
1. Consolidation (~$105k–$110k)
Technical support around $105k–$107.5k. Breaking above $110k could confirm next leg up .
2. Continued Rally ($115k–$150k range)
If institutions, ETFs, and treasury buyers persist, we might hit $130k–$150k by late 2025—a scenario multiple analysts and models point to .
3. Short-Term Correction (10–30%)
After a ~$30k surge in a month, profit-taking or macro shocks could push BTC down 20–30%, possibly retesting $80k–$90k .
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✅ Summary & Outlook
Immediate movers: institutional inflows, ETF funds, and pro-crypto regulation.
Short-term prediction: Consolidation between $105k–$110k, leaning bullish.
Mid- to long-term: Consensus gravitates toward $130k–$150k by end‑of‑2025, with potential for stronger rallies in 2026–2030 if altcoin governance, adoption, and regulations align.