Bitcoin Consolidates as Crypto Narratives Regain Momentum
In April, the cryptocurrency market saw a resurgence of leading narratives, with several token categories outperforming Bitcoin (BTC) despite a generally sluggish altcoin market. Bitcoin itself consolidated near the $94,320.07 mark, pausing its rally toward the psychological $100,000 threshold. This period of consolidation allowed traders to shift their focus to meme coins and niche thematic tokens, which saw increased activity. Whale movements and smart money flows played a significant role in revitalizing dormant sectors, subtly marking the beginning of an altcoin season. The Altcoin Season Index indicated growing momentum in these areas, suggesting a broader market revival beyond Bitcoin's dominance. As of June 2025, the market continues to watch Bitcoin's consolidation phase, anticipating its next move toward the $100,000 milestone while altcoins carve out their own opportunities for growth.
Crypto Narratives Regain Momentum as Bitcoin Consolidates
April witnessed a resurgence of leading crypto narratives, with several token categories outperforming Bitcoin (BTC) despite a sluggish altcoin market. While BTC consolidated near $94,320.07—pausing its rally toward the psychological $100,000 level—traders pivoted to meme coins and niche thematic tokens.
Whale activity and smart money flows reawakened dormant sectors, marking a stealth altcoin season. The Altcoin Season Index lingered at just 12 points, yet accumulation patterns signaled renewed institutional interest in selective altcoins.
Bitcoin Could Attract $330B in Corporate Inflows by 2029, Bernstein Projects
Global equity research firm Bernstein forecasts bitcoin could see $330 billion in corporate treasury inflows by 2029. Small companies are expected to follow MicroStrategy's lead, driving $205 billion of that total. The remaining $124 billion is projected to come from MicroStrategy itself, which recently unveiled an $84 billion capital plan for BTC acquisitions.
Bernstein's bullish outlook contrasts with Ark Invest's even more aggressive prediction of Bitcoin reaching $2.4 million by 2030. The report suggests corporate FOMO will accelerate adoption, particularly among low-growth companies seeking to emulate MicroStrategy's successful treasury strategy.
Positive Bitcoin Forecast: Expert Anticipates BTC Will Not Dip Below $100K Next Year
Bitcoin's march toward $100,000 has reignited bullish sentiment across cryptocurrency markets. After briefly touching $97,800 last week, BTC now trades at $94,340—a minor 0.4% dip—while analysts project sustained upward momentum.
Crypto analyst Doctor Profit asserts Bitcoin's trajectory will likely prevent sub-$100,000 prices within a year. This Optimism follows April's $74,000 trough, with the recovery signaling renewed institutional confidence in the flagship cryptocurrency.
Bitcoin Price Stalls Near $94K as Profit-Taking and Dormant Wallet Activity Emerge
Bitcoin's rally shows signs of fatigue as the cryptocurrency struggles to hold above $97,700, now hovering NEAR $94,000. On-chain analytics reveal a surge in profit-taking by long-term holders, with Santiment data noting unusual movement from dormant wallets. Historically, such transfers to exchanges precede increased selling pressure.
Corporate demand remains a counterbalance—Semler Scientific and Strategy collectively added $196.5 million in BTC this week. The market now watches whether institutional accumulation can offset realized profits from early investors.
Corporations Could Allocate $330 Billion to Bitcoin Treasuries by 2030, Bernstein Predicts
Research firm Bernstein projects a seismic shift in corporate treasury strategies, forecasting $330 billion in Bitcoin acquisitions by 2029. The analysis suggests public companies—particularly small-cap firms with limited growth prospects—will drive this adoption, following MicroStrategy's pioneering treasury model.
VanEck's Matthew Sigel shared Bernstein's detailed note, which anticipates $205 billion in corporate Bitcoin purchases between 2025-2029. "We're witnessing the institutionalization of Bitcoin as a treasury asset," the report implies, without directly quoting analysts.
Bitwise CIO Warns Congress May ‘Fumble’ Crypto Regulation at Final Stretch
Bitwise Chief Investment Officer Matt Hougan has raised alarms about Congress's capacity to enact substantive cryptocurrency regulation, cautioning that legislative inaction could destabilize the industry during a critical summer period. While Hougan remains bullish on the sector's long-term prospects—projecting record highs for major digital assets and a $200,000 Bitcoin price target under current policy conditions—he emphasized that such growth hinges on regulatory certainty.
The TRUMP administration's pro-crypto measures, including the establishment of a Bitcoin Strategic Reserve and scaled-back SEC enforcement, may prove ephemeral without congressional codification. "Market optimism shouldn't mistake executive actions for durable policy," Hougan noted, underscoring how easily regulatory reversals could occur during future administrations.
