Bitcoin News Today: Institutional Capital Is Rewriting the Rules for Bitcoin, Cardano, and SUI

Bitcoin, Cardano, and SUI remain central to analyst portfolios for the remainder of 2025, reflecting evolving institutional adoption and market dynamics. JPMorgan recently highlighted that bitcoin’s volatility has dropped significantly, from nearly 60% to around 30%, suggesting that its fair value could reach $126,000 by year-end. The firm cited corporate treasury purchases, which now account for over 6% of bitcoin’s total supply, as a key driver of this trend. Passive inflows, including the inclusion of companies like Strategy in major equity indices, have further reinforced bitcoin’s investment narrative by reducing volatility and making it more accessible to institutional investors. Additionally, the volatility ratio between bitcoin and gold has fallen to a record low of 2.0, indicating that bitcoin consumes twice as much risk capital as gold in portfolio allocations. According to JPMorgan, this imbalance suggests further upside potential for bitcoin as it moves closer to parity with gold in risk-adjusted terms.

Tiger Research, a research firm with a focus on Asia, has taken a more aggressive stance, projecting that bitcoin could reach $190,000 by the third quarter of 2025. The firm attributes this forecast to record global liquidity, structural ETF demand, and the recent regulatory shift that allows U.S. retirement accounts to hold crypto assets. Specifically, the Trump administration’s executive order enabling 401(k) exposure to bitcoin has been seen as a pivotal catalyst. Tiger estimates that even a 1% allocation from the $8.9 trillion retirement market would inject nearly $90 billion in demand for bitcoin. The firm also noted that ETFs and corporate entities now hold 1.3 million and over 629,000 BTC respectively, with the latter valued at $71 billion. Despite bullish forecasts, on-chain indicators suggest a market that remains active but not overheated. Metrics such as MVRV-Z, ASOPR, and NUPL all point to a balanced market where gains are being locked in rather than chased, indicating that the market is not yet in a speculative frenzy.

Cardano (ADA) has also demonstrated resilience in the face of regulatory uncertainty, with its token price rising 2% to $0.87 over the past 24 hours. This growth has occurred despite the U.S. Securities and Exchange Commission delaying its decision on Grayscale’s proposed spot Cardano ETF until late October 2025. Traders have responded with increased activity, with ADA trading within a volatile $0.04 range, swinging between $0.83 and $0.88. Analysts suggest that this volatility reflects growing institutional interest in altcoins as the market consolidates. The broader context for Cardano’s performance includes expectations of a September Federal Reserve rate cut, which has historically acted as a tailwind for crypto assets. As lower interest rates make traditional fixed-income investments less attractive, capital continues to flow into alternative assets like Cardano. The token’s ability to maintain momentum despite the ETF delay highlights its appeal to investors seeking exposure beyond the dominance of Bitcoin.

In parallel with these developments, SUI, the native token of the Sui blockchain, has drawn attention as a high-potential altcoin. While specific price forecasts for SUI are less prominent in the current data, its inclusion in analyst portfolios underscores its growing importance. The Sui blockchain, known for its high throughput and low transaction costs, has attracted developers and enterprises seeking scalable solutions in the Web3 space. With the broader crypto market showing a shift toward altcoin season—marked by a rotation of capital from Bitcoin into smaller tokens—SUI is positioned to benefit from increased adoption and use cases. The token’s performance is closely tied to the broader institutional shift in the crypto sector, with investors looking for projects that offer both technical innovation and real-world utility.

The institutionalization of crypto markets continues to shape the landscape, with new entrants and traditional investors alike adjusting their strategies. American Bitcoin, a firm backed by Donald Trump’s sons, is preparing for a Nasdaq listing following a merger with Gryphon Digital Mining. The new entity, which will trade under the ticker ABTC, is expected to begin trading in early September. The merger, supported by investors including Gemini’s Winklevoss twins, aims to expand access to publicly listed bitcoin assets, particularly for investors who are currently restricted from trading Nasdaq-listed stocks. The timing of the listing aligns with a broader regulatory shift that has seen the Trump administration prioritize crypto legislation to support the industry’s growth. While critics have raised concerns about potential conflicts of interest, the company’s leadership has emphasized that its business is separate from government interests and is focused on expanding its mining and acquisition strategies.

As the market continues to evolve, the interplay between macroeconomic conditions, regulatory developments, and technological advancements will remain critical. The convergence of falling volatility, increased institutional demand, and structural reforms in financial infrastructure suggests that the crypto market is entering a phase of more mature and sustainable growth. Analysts will continue to monitor key indicators such as ETF approvals, regulatory rulings, and macroeconomic data to gauge the trajectory of Bitcoin, Cardano, and SUI in the months ahead.

Source:

[1] JPMorgan says current bitcoin price 'too low,' sees upside to $126,000 by year-end (https://www.theblock.co/post/368653/jpmorgan-says-current-bitcoin-price-too-low-sees-upside-to-126000-by-year-end)

[2] Bitcoin Headed to $190K on Institutional Wave, Research Firm Says (https://www.coindesk.com/markets/2025/08/29/bitcoin-headed-to-usd190k-on-institutional-wave-research-firm-says)

[3] American Bitcoin, backed by Trump sons, aims to start trading on Nasdaq (https://www.cnn.com/2025/08/28/business/american-bitcoin-trump-sons)

[4] Cardano Gains 2%, Shrugs Off ETF Delay (https://www.coindesk.com/markets/2025/08/27/cardano-spikes-on-fed-cut-bets-shrugs-off-etf-delay)

[5] Cardano Gains 2%, Shrugs Off ETF Delay - Yahoo Finance (https://finance.yahoo.com/news/cardano-gains-2-shrugs-off-152327282.html)