Bitcoin News Today: Bitcoin's 2025 Bull Case: Halving, Stability, and Institutional Shifts

Peter Brandt, a veteran trader, has revised his Bitcoin price projections amid ongoing volatility discussions and market dynamics, suggesting a potential tradable top in late 2025. His latest estimates place the price between $125,000 and $280,000 by September 2025, citing technical breakouts from long-term channels and historical cycle analysis as key drivers. This update aligns with broader institutional and macroeconomic trends that have shaped the cryptocurrency’s trajectory over the past year [1].

The broader market has seen a significant reduction in Bitcoin’s volatility, with analysts noting it has declined from nearly 60% at the beginning of 2025 to around 30% today [2]. JPMorgan analysts highlighted this shift, suggesting that the lower volatility has made Bitcoin more attractive to institutional investors and could justify a higher price. In a recent note, the firm stated that Bitcoin is currently undervalued compared to gold, estimating its fair value at about $126,000 by the end of the year [3]. The firm attributed this to the growing number of corporate treasury purchases, which now account for over 6% of the total supply, further stabilizing price fluctuations [3].

Beyond volatility, the adoption of Bitcoin by institutional investors and corporations has been a major factor in shaping price expectations. Publicly traded companies have increasingly followed the example of MicroStrategy in purchasing Bitcoin to enhance shareholder value. This trend has led to tighter supply and greater institutional confidence, further supporting bullish forecasts [2]. According to data from the period, over 4% of Bitcoin’s total supply is now held by corporations, with some companies holding more than 18,000 coins [1]. This accumulation has not only reduced the floating supply but also contributed to a narrative of Bitcoin as a legitimate portfolio asset.

Historical patterns tied to the halving events have also played a role in shaping these forecasts. The April 2024 halving, which historically precedes major price rallies by 12-18 months, positions late 2025 as a statistically likely window for a peak [1]. Bitfinex and other analysts have similarly predicted a peak around Q3 to Q4 2025, aligning with the timing of Peter Brandt’s projections. The confluence of lower volatility, tightening supply, and institutional demand has created a favorable environment for Bitcoin to reach new price heights.

Analysts have also emphasized the impact of macroeconomic and regulatory developments. The U.S. 2024 elections and subsequent policy shifts, including the SEC’s Project Crypto, have contributed to a more favorable environment for institutional adoption. These changes, alongside the introduction of Bitcoin into 401(k) plans and corporate treasuries, are expected to drive demand and reduce risk exposure for institutional investors [1].

Despite the optimistic outlook, analysts caution that volatility remains a defining characteristic of Bitcoin, and unexpected events—such as regulatory changes or macroeconomic shocks—can disrupt even the most robust models. However, the convergence of technical, institutional, and macroeconomic factors continues to support a bullish case for Bitcoin into the latter half of 2025 [1].

Source:

[1] Bitcoin Price Predictions 2025: Analysts Forecast $145K to ... (https://www.coingecko.com/learn/bitcoin-price-predictions-expert-forecasts)

[2] Bitcoin Price 'Too Low,' as Volatility Dips, Institutional ... (https://decrypt.co/337272/bitcoin-low-volatility-dips-institutional-interest-rises-jp-morgan)

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