Bitcoin News Today: Bitcoin’s Structural Scarcity Drives $150K Future in 2025

Bitget, a major player in the cryptocurrency trading sector, recorded a significant milestone in 2025 by processing half a trillion in monthly crypto trades. This figure reflects a substantial increase in trading activity, illustrating the platform's growing dominance in the global crypto space. The surge in trade volume coincided with broader institutional adoption of Bitcoin and other cryptocurrencies. For instance, Q2 2025 saw a 35% quarter-over-quarter increase in corporate Bitcoin purchases, reaching 134,456 BTC, as public companies expanded their holdings by 23.13% to 847,000 BTC [1]. These trends point to an increasing willingness among institutional investors to integrate digital assets into their portfolios.

The regulatory environment also played a pivotal role in driving this momentum. The approval of spot Bitcoin ETFs in 2024 and the implementation of the GENIUS Act in July 2025 provided much-needed clarity for stablecoin usage and broader institutional adoption [1]. As a result, corporate treasuries began to hold a notable share of Bitcoin’s total supply—approximately 6%, contributing to the tightening of the float and reinforcing structural scarcity [1]. This regulatory support not only legitimized crypto assets as a class but also encouraged substantial inflows into crypto funds, with the iShares Bitcoin Trust (IBIT) capturing 96.8% of U.S. ETF inflows in Q2 2025, amassing $86.2 billion in assets under management [4].

Bitcoin’s price trajectory in Q2 2025 further underscored its appeal to institutional investors. The cryptocurrency rose 30.7% during the period, outperforming both gold and equities [6]. This performance was supported by macroeconomic factors, including a 3.1% U.S. inflation rate and a 7% decline in the value of the dollar in Q3 2025 [1]. Bitcoin’s role as a hedge against inflation and currency devaluation became increasingly evident, particularly in the context of geopolitical uncertainties such as Trump-era tariffs. These dynamics positioned Bitcoin not only as a speculative asset but also as a decentralized alternative to traditional fiat currencies.

In contrast to traditional assets like gold and equities, Bitcoin’s fixed supply of 21 million creates a unique dynamic where demand can outstrip supply without the possibility of expansion. This inelastic supply curve contrasts with the elastic supply of gold, which is subject to mining output, and equities, which can be diluted through stock issuance. The scarcity of Bitcoin, coupled with rising institutional demand, has driven upward price pressures and reinforced its value capture potential. Behavioral finance models also highlight this divide, showing that in developing economies, Bitcoin demand is inelastic due to necessity, while in developed markets, it functions as a speculative hedge [3].

Looking ahead, projections suggest that Bitcoin may continue to rise, with some estimates predicting a price of $1.3 million by 2035 [1]. This projection is grounded in the convergence of dwindling supply and institutional demand, which creates a self-reinforcing cycle of scarcity and competition for a fixed number of coins. For now, the institutionalization of Bitcoin is not a speculative trend but a structural shift in the global financial landscape. As the macroeconomic and regulatory tailwinds continue to support this trajectory, the role of platforms like Bitget in facilitating these trades will remain pivotal.

Source:

[1] Bitcoin's Institutional Makeover: Why $150K in 2025 Feels Inevitable

[2] Bitcoin's Key Support Levels and Macro-Driven Volatility in Post-Election Regime

[3] Bitcoin adoption and price elasticity of demand

[4] Bitcoin Funds Surge to $162 Billion AUM in 2025