Bitcoin News Today: Bitcoin projects 30% CAGR by 2030 as institutional demand surges

Bitcoin’s long-term growth remains exceptional, with data suggesting the asset is entering its most significant phase yet. According to a recent Bitcoin Intelligence Report, Bitcoin has delivered a 42.5% compound annual growth rate (CAGR) over the long term, far outpacing the 10–16% returns of the Nasdaq and gold. The U.S. M2 money supply has expanded at only 6% annually over the same period, underscoring Bitcoin’s outsized performance as a store of value and inflation hedge [1].

The report highlights that while Bitcoin’s modeled CAGR is expected to gradually decline to 30% by 2030, this rate would still be three times gold’s supply-adjusted growth. The firm’s power-law model, which has tracked Bitcoin’s growth with “unprecedented consistency” for 16 years, suggests the cryptocurrency remains the cleanest barometer of global liquidity in an expanding monetary environment [1].

Looking ahead, the report projects a price range of $150,000 to $200,000 by the end of 2025, with potential for Bitcoin to reach $1.2 million to $1.5 million by 2035—based on exponential, network-driven growth rather than speculative hype [1]. The quantile model used in the analysis has historically shown strong accuracy, with an R² greater than 0.95, reinforcing the robustness of these projections [1].

Recent on-chain activity supports this bullish outlook. The $114,000–$117,000 accumulation zone has proven resilient, helping to trigger a rebound to $122,000. Institutional demand is also on the rise, with treasury companies continuing to add Bitcoin to their balance sheets. According to Bitcoin for Corporations, these firms have made significant BTC purchases in recent weeks, signaling a growing recognition of Bitcoin as a core component of diversified portfolios [3].

Bitwise chief investment officer Matthew Hougan noted that the supply-demand balance for Bitcoin is increasingly favoring demand. Miners are producing fewer coins than what is being absorbed by public companies and ETFs, a trend he expects to drive prices toward $200,000 [1]. Tom Lee, a prominent Bitcoin advocate, reinforced this view, stating that buying Bitcoin now is still considered early in the long-term cycle [1].

Despite a recent 5.1% dip to $113,231 due to global tariff tensions, the price has since recovered to the $118,000–$119,000 range as of August 12, 2025, demonstrating resilience amid market noise [2]. Analysts argue that such corrections are part of a broader bullish trend and not indicative of a reversal [2].

The current phase of Bitcoin’s cycle is being framed as an uptrend, supported by rising institutional adoption and increased public interest. Google Trends data shows a 1600% surge in Bitcoin-related queries in 2025, reflecting heightened awareness and engagement [4]. Meanwhile, the next halving event, expected in 2028, is already being factored into long-term investment strategies, as historically, these events have led to significant price increases [6].

Institutional buying, particularly through treasury management, is a key driver of Bitcoin’s recent momentum. This trend marks a shift in how institutional investors perceive digital assets, with Bitcoin increasingly viewed as a strategic reserve asset. The continued accumulation by large players reinforces the idea that Bitcoin is entering a structural bull market [5].

As the market matures, a combination of institutional interest, macroeconomic tailwinds, and evolving regulatory clarity is creating favorable conditions for the next phase of Bitcoin’s growth. While volatility remains a factor in the short term, the long-term narrative is clear: Bitcoin is still in the early stages of what many believe to be its most powerful period of appreciation yet [1].

Sources:

[1] CoinMarketCap, https://coinmarketcap.com/community/articles/689ce1b59b583a34d769e042/

[2] MSN, https://www.msn.com/en-us/money/markets/bitcoin-btc-drops-51-to-113231-amid-tariff-tensions-is-this-0035-crypto-the-safer-bet-with-more-upside-potential-in-august/ar-AA1KfHCC

[3] FastBull, https://www.fastbull.com/news-detail/crypto-is-having-a-breakout-summer--and-4339535_0

[4] AlgosOne, https://algosone.ai/understanding-different-market-cycles-in-crypto-when-to-buy-hold-and-sell/; Seeking Alpha, https://seekingalpha.com/article/4812538-btci-a-better-way-to-build-bitcoin-exposures

[5] FastBull, https://www.fastbull.com/news-detail/institutions-are-still-loading-up-on-bitcoin-heres-4339520_0

[6] AOL.com, https://www.aol.com/buy-bitcoin-next-halving-074400802.html