Tuesday, April 22, 2025

Analysts: Institutional Demand Could Drive Bitcoin Over $200K in 2025

Bitcoin (BTC) could soar past $200,000 in 2025 if institutional interest continues to surge, according to bullish forecasts from Standard Chartered and Intellectia AI. The projections are fueled by strong ETF inflows, rising corporate treasuries, and growing demand from investors hedging against macroeconomic uncertainty.

Bitcoin recently broke $90,000 for the first time in six weeks, backed by $380 million in daily net inflows into U.S. spot Bitcoin ETFs — the largest since January. Analysts say these inflows reflect a renewed appetite among institutions seeking exposure to BTC without direct custody risks.

“While the forecast is optimistic, it’s conditional,” cautioned Fei Chen, chief strategist at Intellectia AI. “Any black swan event could derail the momentum.”

Data from Bitcointreasuries.net shows corporate holdings now exceed $65 billion, and exchanges like Coinbase and Kraken are also contributing to the growing demand narrative.

Still, not everyone is convinced BTC has become a true macro hedge. Binance Research noted Bitcoin’s correlation with gold remains weak, and it often moves more in line with equities.

“Real resilience won’t come from ETFs alone,” said Spencer Yang of Fractal Bitcoin. “Bitcoin’s future lies in its usage — not just speculation.”

Bottom line: As institutional money pours in, Bitcoin could break new highs — but long-term strength will require more than bullish balance sheets.


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