Bitcoin News Today: Institutions and Policy Shifts Send Bitcoin Toward $150k as ETFs Surge

Bitcoin's price trajectory has sparked renewed optimism as the cryptocurrency breaks above the $120,000 threshold, fueled by surging institutional demand, ETF inflows, and macroeconomic tailwinds. Recent data from Brave New Coin's composite index shows Bitcoin rallying 74% in the first five months of 2025, with institutional ownership now exceeding 30% of its circulating supplyCan Bitcoin’s Price Hit $150k In 2025? Analyzing …^[1]. This includes corporate treasuries, sovereign entities, and exchange holdings, reflecting deepening mainstream adoption. UTXO Management projects an additional $120 billion in institutional flows before year-end, potentially absorbing 4 million BTCCan Bitcoin’s Price Hit $150k In 2025? Analyzing …^[1].

U.S. spot ETFs, approved in January 2024, have become a cornerstone of Bitcoin's demand. Cumulative trading volume is on track to exceed $1 trillion in October 2025, with BlackRock's IBIT alone amassing $57 billion in assets under managementCan Bitcoin’s Price Hit $150k In 2025? Analyzing …^[1]. ETF inflows totaled $430 million on October 1, extending a bullish streakBitcoin And Global Liquidity: How Money Supply …^[8]. Meanwhile, Europe's MiCA regulations, enforceable since December 2024, have streamlined cross-border licensing for exchanges, while U.S. policy clarity under President Trump's "One Big Beautiful Bill Act" is expected to further accelerate corporate adoptionCan Bitcoin’s Price Hit $150k In 2025? Analyzing …^[1].

Macroeconomic conditions are aligning with Bitcoin's bullish momentum. The European Central Bank's (ECB) liquidity injections and the Federal Reserve's rate-cutting cycle have weakened the U.S. dollar, historically a catalyst for Bitcoin rallies. Global M2 money supply growth, which includes central bank liquidity, has expanded to $107 trillion by late February 2025, a 3.8% increase from the year's low. Historical correlations suggest Bitcoin's price often lags global liquidity shifts by 60 days, implying a potential $150,000 target by mid-2025.

Analysts remain divided on the timeline but agree on the structural drivers. Anthony Scaramucci of SkyBridge maintains a $150,000 year-end 2025 target, citing declining exchange reserves and growing corporate adoptionAnthony Scaramucci Sticks With $150,000 Bitcoin Price Target By …^[3]. Technical indicators, such as Bitcoin's position near the 52-week high of $123,306 and a MACD histogram reading of 617.68, confirm strong bullish momentumBTC Price Prediction: Bitcoin Targets $150,000 by September …^[2]. However, risks persist, including regulatory uncertainty from U.S. securities proposals and potential volatility from ETF concentrationCan Bitcoin’s Price Hit $150k In 2025? Analyzing …^[1].

On-chain metrics add nuance. Bitcoin's exchange reserves have dwindled to 2.72 million BTC (13.7% of circulating supply), the lowest since 2018, signaling long-term holder accumulation. The MVRV Z-score, a valuation metric, remains at 2, well below historical overvaluation thresholds, suggesting room for further gains. Conversely, a breakdown below $108,000 could trigger a retest of $100,000, according to Fibonacci analysisWhat does the macro outlook for Bitcoin look like? - Invezz^[5].

The path to $150,000 hinges on three catalysts: the Fed's rate cuts in September 2025, MiCA-licensed stablecoin liquidity pools, and a second wave of corporate treasury allocations under Trump's policy frameworkCan Bitcoin’s Price Hit $150k In 2025? Analyzing …^[1]. If these conditions materialize, Bitcoin's market cap could approach $3 trillion, representing 10% of global gold's value. However, risks like aggressive Fed tightening or regulatory overreach could delay the milestone.