Bitcoin News Today: Institutions Fuel Bitcoin's $150K Ascent on ETF Inflows and Dollar Weakness

Bitcoin's price trajectory has drawn significant attention from analysts and institutional investors, with forecasts suggesting it could surpass $150,000 by year-end 2025. The cryptocurrency reached a record high of $125,700 in October 2025, fueled by a weak U.S. dollar, rising institutional demand, and favorable macroeconomic conditionsBitcoin Surges Amid Dollar Weakness, Technical Analysis Points to 150k Target^[1]. Technical indicators, including a shift in key resistance levels and declining exchange-held supply, further support a bullish outlook. On-chain metrics reveal reduced selling pressure from long-term holders and increased stabilization among short-term investors, signaling a transition from distribution to accumulation phasesBitcoin Surges Amid Dollar Weakness, Technical Analysis Points to 150k Target^[1].

Major financial institutions have reinforced this optimism. JPMorgan estimates Bitcoin's fair value at $165,000 based on its relative undervaluation against gold, while Citi projects a $133,000 year-end target and a $181,000 ceiling by 2026, contingent on sustained ETF inflows and regulatory clarityBitcoin Undervalued as JPMorgan and Citi Eye New Record Highs^[2]. The cryptocurrency's volatility ratio to gold has fallen below 2.0, enhancing its appeal as a hard-asset alternative amid inflationary pressures and dollar depreciationBitcoin Undervalued as JPMorgan and Citi Eye New Record Highs^[2].

Institutional adoption has accelerated, driven by U.S.-listed spot Bitcoin ETFs. These funds recorded weekly net inflows of $3.24 billion, with BlackRock's IBIT alone amassing $57 billion in assets under managementCan Bitcoin’s Price Hit $150,000 In 2025? Analyzing^[3]. Over 30% of Bitcoin's circulating supply is now held by institutional entities, including public companies and sovereign reserves, reflecting deepening mainstream acceptanceCan Bitcoin’s Price Hit $150,000 In 2025? Analyzing^[3]. Regulatory developments, such as the resolution of the SEC vs. Ripple lawsuit and proposed frameworks like the Strategic Bitcoin Reserve, have further reduced legal uncertainties.

Political and economic factors are amplifying Bitcoin's appeal. The U.S. government shutdown in late 2024 reignited interest in decentralized assets as a hedge against political instabilityBitcoin Surges Amid Dollar Weakness, Technical Analysis Points to 150k Target^[1]. Meanwhile, the Trump administration's pro-crypto policies, including the repeal of SAB 121 and the FIT21 bill, have enabled traditional institutions to offer crypto custody and investment services. These measures align with broader trends of dollar liquidity tightening and shifting monetary policy, which analysts argue favor scarce, inflation-resistant assets like BitcoinCan Bitcoin’s Price Hit $150,000 In 2025? Analyzing^[3].

However, risks persist. Regulatory shifts, macroeconomic shocks, and whale-driven sell-offs could disrupt the upward momentum. For instance, a single whale unloading 10,000 BTC could significantly impact liquidity, given the concentration of ETF-driven trading volumeCan Bitcoin’s Price Hit $150,000 In 2025? Analyzing^[3]. Additionally, while the Federal Reserve's rate cuts have weakened the dollar, any reversal or aggressive tightening could delay Bitcoin's ascent.

The path to $150,000 hinges on several catalysts: sustained ETF inflows, further dollar depreciation, and institutional allocation under Trump's proposed policiesCan Bitcoin’s Price Hit $150,000 In 2025? Analyzing^[3]. If these conditions materialize, Bitcoin's market capitalization could approach $3 trillion-a level representing roughly 10% of global gold holdingsCan Bitcoin’s Price Hit $150,000 In 2025? Analyzing^[3]. Analysts caution that volatility remains inherent, with historical patterns suggesting mid-cycle corrections before final parabolic movesBitcoin Price Prediction: BTC Targets $150K After This Trend Retest^[4].