- Bitcoin’s period of stagnation may soon come to an end as macroeconomic factors improve.
- Analysts foresee new all-time highs, driven by declining yields, increased institutional interest, and political changes.
- Forecasts suggest Bitcoin could reach $125,000 by mid-year, with a potential $200,000 by the end of December.
Bitcoin has experienced sideways trading for several months, but experts indicate that a breakout rally is imminent.
Market professionals believe this upward shift will be fueled by better macroeconomic conditions and evolving US policies under Donald Trump.
However, that’s not the sole factor driving this potential surge.
Here’s what prominent figures — including BlackRock’s CEO Larry Fink, Maelstrom’s Arthur Hayes, and others — are forecasting about Bitcoin’s next significant movement.
Geoff Kendrick from Standard Chartered
Kendrick, the global head of digital assets research at Standard Chartered Bank in the UK, anticipates Bitcoin will reach $102,500 shortly, propelled by macroeconomic factors and political climate.
“We might finally be shifting from poor Trump to positive Trump in terms of risk assets,” Kendrick mentioned in a February 13 update.
He highlighted a reduction in anxiety due to the resolution of the Ukraine conflict and falling oil prices.
He also noted Bitcoin’s resilience following unexpectedly high US inflation figures and the rise of long-term Treasury yields compared to short-term ones.
“A more pronounced yield curve, if accompanied by a higher term premium, could further bolster Bitcoin prices,” Kendrick added.
Arthur Hayes from Maelstrom
Maelstrom’s Chief Investment Officer Arthur Hayes is analyzing Bitcoin through an unconventional perspective: Trump’s controversial memecoin, TRUMP.
“Trump monitors the $TRUMP price as often as he observes the S&P 500,” Hayes stated in a recent blog post.
Hayes observed that $TRUMP has fallen 80% from its peak, and Bitcoin has yet to reclaim the $110,000 mark — a threshold reached during the height of $TRUMP enthusiasm.
“If any policy that insiders believe will positively impact crypto is introduced, $TRUMP will likely surge before the announcement, and Bitcoin will eventually follow.”
Larry Fink from BlackRock
The largest asset management firm is considering Bitcoin allocation on a sovereign basis.
At the World Economic Forum in January, Fink mentioned that sovereign wealth funds are contemplating allocating 2% to 5% of their portfolios to Bitcoin.
“If this idea takes hold, it could drive Bitcoin prices to $500,000, $600,000, or even $700,000,” Fink remarked to Bloomberg News.
Sean Dawson and Nick Forster from Derive
According to Derive’s latest research, the likelihood of Bitcoin reaching $125,000 by mid-2025 has increased to 44%, up from around 42%, as per Sean Dawson.
Nick Forster projected a 12% chance that Bitcoin could hit $200,000 by year-end 2025 and a 15% chance of surpassing $135,000 by the conclusion of Q2.
These rising probabilities indicate that investors are increasingly factoring in a robust Bitcoin bull market in 2025.
David Brickell and Chris Mills
FRNT Financial’s David Brickell and analyst Chris Mills maintain their optimistic outlook — they believe Bitcoin’s most significant rally is still on the horizon.
“We anticipate further reductions in Fed rates amid a broader global easing trend and increasing liquidity,” they wrote in their latest newsletter titled “Connecting the Dots”.
Typically, lower interest rates encourage investors to engage in riskier assets such as cryptocurrencies.
They argue that the Trump administration has a clear aim: lower yields, a weaker dollar, a rising stock market, and in turn, a higher Bitcoin price.
“Trump’s objectives are clear, and he, along with Bessent, has devised a strategy to accomplish them.”
Movers in the Crypto Market
- Bitcoin has risen by 0.8% in the last 24 hours, trading at $96,760.
- Ethereum has gained 1.1% on the day to reach $2,690.
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Kyle Baird is DL News’ Weekend Editor. Have a tip? Reach out via email at [email protected].
