BTC Price Prediction: Path to $200,000 in 2025?

#BTC

• Technical Breakout: Price holding above key moving averages with Bollinger Band expansion
• Institutional Demand: BlackRock's ETF growth and corporate treasury strategies accelerating
• Macro Balance: Trade policy risks offset by Bitcoin's growing adoption as corporate asset

BTC Price Prediction

BTC Technical Analysis: Bullish Signals Emerging

BTCC financial analyst Emma notes that BTC is currently trading at $108,277.99, above its 20-day moving average of $106,631.77, indicating bullish momentum. The MACD remains negative but shows narrowing bearish divergence. Bollinger Bands suggest potential upside with price hovering NEAR the upper band at $111,208.75.

Market Sentiment: Institutional Adoption Offsets Macro Concerns

BTCC's Emma observes mixed signals: While Trump's tariff threats and Japan's yield surge create risk-off headwinds, bullish catalysts dominate - including BlackRock's IBIT ETF hitting $76B AUM, Metaplanet's Bitcoin acquisitions, and Remixpoint's Bitcoin salary move. Institutional adoption appears to be outweighing macroeconomic concerns.

Factors Influencing BTC's Price

Trump's Tariff Ultimatum Rattles Crypto Markets Amid Trade Letter Blitz

Bitcoin held steady near $108,600 as President Trump's tariff letters sparked fresh market uncertainty. The administration issued final warnings to multiple trading partners, setting an August 1 deadline for new rates. This three-week negotiation window represents what Trump calls his "last ultimatum" on trade policy.

Cryptocurrencies have yet to price in the potential economic fallout. While EU negotiations continue and an India deal appears imminent, no concrete agreements have materialized. Even traditional allies like South Korea received the August 1 notices, signaling an uncompromising stance that could disrupt global trade flows.

The president reinforced his position through social media, declaring "TARIFFS WILL BE IMPLEMENTED FROM AUGUST 1" across multiple posts. This hardline approach creates headwinds for digital assets that typically thrive in stable macroeconomic conditions.

Jack Mallers Launches Bitcoin Treasury Company Twenty One

Jack Mallers, the 31-year-old Bitcoin entrepreneur behind Strike and Zap, is launching a new venture called Twenty One. The company aims to compete with major players in the Bitcoin treasury space. Mallers revealed the idea emerged from discussions with Tether executives, including CEO Paolo Ardoino, in a Telegram group chat.

"We've collaborated on projects like open-source Bitcoin development and El Salvador's BTC adoption," Mallers said. The partnership evolved into Twenty One as they recognized a gap for a credible, blue-chip Bitcoin treasury service. "If no one else will build it, why not us?" Mallers remarked, underscoring his commitment to advancing Bitcoin's role in capital markets.

Investors Rally as Cryptocurrency Markets Signal a Summer Bull Run

Cryptocurrency markets are showing signs of a summer bull run, with short-term traders capitalizing on recent gains while long-term altcoin investors grapple with fatigue. The Kobeissi Letter highlights a resurgence in risk appetite, particularly in the Russell 3000 index, where unprofitable companies and meme stocks are outperforming. Since April 8, 10 out of 14 Russell 3000 stocks that tripled were loss-making firms, with 858 such stocks gaining an average of 36% by June's end.

Market uncertainty persists as negotiations with Iran progress and Japan extends trade discussions to August 1. The Federal Reserve's focus on mid-month inflation data could pave the way for a summer-end rally, especially if the July meeting hints at September rate cuts. Bitcoin (BTC) remains a focal point as traders weigh macroeconomic signals against shifting risk sentiment.

Core Scientific Downgraded Amid CoreWeave Deal Complexity

Bitcoin miner Core Scientific faced a downgrade to neutral by H.C. Wainwright as its acquisition by AI cloud provider CoreWeave introduces new risks. The brokerage removed its price target, citing tighter correlation with CoreWeave's performance. Shares initially dipped 18% but edged 1.3% higher to $15 following the announcement.

The all-stock deal values Core Scientific at $20.40 per share, leveraging CoreWeave's infrastructure ambitions. While H.C. Wainwright acknowledges conservative estimates for Core Scientific's sales—particularly with unaccounted high-performance computing expansion—procurement uncertainties and crypto market volatility remain key concerns.

Analysts anticipate shareholder approval without timeline delays, but emphasize Core Scientific's inherent exposure to Bitcoin network hashrate swings and digital asset price fluctuations. The miner's diversified operations provide partial mitigation, yet the market watches for integration risks in this unconventional tech-crypto marriage.

BlackRock’s IBIT ETF Surpasses 700,000 BTC, Tops $76B AUM

BlackRock’s iShares Bitcoin Trust (IBIT) has crossed a monumental threshold, amassing over 700,000 Bitcoin—worth approximately $76 billion—just 18 months after its January 2024 launch. The fund’s relentless growth underscores institutional appetite for crypto exposure.

Inflows surged post-Independence Day, with 1,510 BTC added on July 7 alone. IBIT now dominates the U.S. spot Bitcoin ETF landscape, ranking as BlackRock’s third-largest revenue generator among 1,197 funds. "700,000. Did this in 18 months. Ridiculous," remarked Nate Geraci of NovaDius Wealth Management.

With an 82.67% total return since inception, IBIT commands 55% of all Bitcoin held by ETFs. It trails BlackRock’s top revenue fund by just $9 billion, per Bloomberg’s Eric Balchunas. The trust’s ascent mirrors Bitcoin’s hardening role as a institutional-grade asset.

Remixpoint to Pay CEO Entirely in Bitcoin, Citing Shareholder Alignment

Japanese energy consultancy Remixpoint has made a bold move in executive compensation, announcing it will pay its CEO entirely in Bitcoin. The Tokyo Stock Exchange-listed company is the first in Japan to adopt this approach, signaling a strategic alignment between leadership incentives and shareholder interests.

Legal constraints under Japanese insider trading laws prevent executives from holding company stock directly. Remixpoint's solution? Bitcoin, chosen for its strong price correlation with the firm's equity performance. CEO Yoshihiko Takahashi will now receive his full salary in cryptocurrency, creating an indirect but effective link between executive compensation and company success.

The decision reflects growing institutional acceptance of cryptocurrency as a legitimate financial instrument. By tying compensation to Bitcoin's performance, Remixpoint navigates regulatory restrictions while maintaining alignment with shareholder value creation.

Japan's Surging 30-Year Yield Sparks Risk-Off Warning for Crypto Markets

Japan's bond market is flashing red. The yield on 30-year government debt surged past 3% for the first time since May, with 40-year yields climbing 15 basis points to 3.36%. This dramatic move signals growing investor anxiety about fiscal sustainability ahead of Japan's Upper House elections.

The ripple effects could be profound. As global bond markets synchronize, the U.S. Treasury market may follow Japan's volatility lead. The MOVE index—a key gauge of Treasury volatility—bears watching. When rates swing wildly, risk appetite typically contracts. Cryptocurrencies, including Bitcoin, often feel this pressure first.

Prime Minister Shigeru Ishiba's controversial cash handout program and U.S. tariff threats compound the uncertainty. For crypto traders, these macroeconomic tremors demand attention—the last time JGB yields spiked this dramatically, Bitcoin corrected 18% in three weeks.

Jeremie Davinci Reveals Winning Bitcoin Strategy for 2025

Jeremie Davinci, a Bitcoin OG and prominent YouTuber, has unveiled a disciplined investment strategy for navigating cryptocurrency volatility. His approach hinges on emotion-free execution: "Make a plan and execute it with zero emotions… That’s how you win." Behavioral economics data suggests this method outperforms emotionally driven decisions by 15%.

The strategy mirrors the HODLing philosophy embraced by industry figures like MicroStrategy's Michael Saylor, whose treasury now holds 597,325 BTC. Davinci emphasizes accumulation during periods of market doubt, stating: "Those who persisted when no one had faith… will be remembered as legends when others wish they had."

This perspective highlights the long-term advantage of steadfastness in a market frequently swayed by fear and speculation. The approach requires consistent execution regardless of price fluctuations, positioning adherents to benefit from Bitcoin's cyclical appreciation patterns.

Sequans Raises $384 Million to Launch Bitcoin Treasury Strategy

Sequans Communications, a prominent developer of 5G/4G IoT semiconductors, has secured $384 million through private placement offerings. The funding will fuel its newly announced Bitcoin treasury initiative, marking a strategic pivot from traditional cash reserves to digital asset holdings.

The company issued $195 million in equity securities and $189 million in convertible debentures, with participation from over 40 institutional investors including Northland Capital Markets and B. Riley Securities. Sequans plans to allocate the entire proceeds to Bitcoin purchases, partnering with Swan Bitcoin for execution.

"Our Bitcoin treasury strategy reflects conviction in its value as a premier asset," said CEO Georges Karam. The move signals growing institutional confidence in Bitcoin's role as a long-term store of value and balance sheet enhancement tool.

BlackRock's IBIT Bitcoin ETF Hits $76B in Assets, Nearing Top Revenue Spot

BlackRock's iShares Bitcoin Trust (IBIT) has crossed 700,000 BTC in holdings, valued at $76 billion, marking a watershed moment for institutional crypto adoption. The fund added 1,510 BTC on July 7 alone, reaching this milestone just 18 months after its January 2024 US launch.

IBIT now ranks third among BlackRock's 1,197 ETFs by revenue, requiring just $9 billion more to claim the top position. Its 56% dominance of US spot Bitcoin ETF assets has dethroned Grayscale's GBTC, while its $2.9 billion daily volume commands 80% of market liquidity.

The ETF's rapid accumulation represents nearly 6% of Bitcoin's total 21 million supply. Analysts cite BlackRock's brand credibility and low-fee structure as key drivers behind the institutional capital migration.

Metaplanet Advances Bitcoin Strategy with Phase Two Acquisition Push

Metaplanet, the Tokyo-listed firm formerly known for its hotel operations, has escalated its Bitcoin-centric transformation. The company now holds 15,555 BTC—worth approximately $1.7 billion—making it the largest corporate Bitcoin holder outside North America. CEO Simon Gerovich outlines a bold pivot: leveraging Bitcoin as collateral to finance acquisitions of profitable businesses.

The strategy marks a shift from accumulation to utilization. "Phase two involves depositing Bitcoin with banks to secure attractive financing," Gerovich told the Financial Times. The goal is to deploy this capital toward cash-flow generative ventures, moving beyond a passive balance sheet approach.

Metaplanet's ambitions stretch further. The firm aims to amass 210,000 BTC by 2027—a target Gerovich describes as reaching "escape velocity" to outpace competitors. This week’s addition of 2,205 BTC underscores the aggressive accumulation phase preceding operational deployment.

Will BTC Price Hit 200000?

Emma maintains a cautiously optimistic outlook: 'The technical setup suggests $200K is achievable if institutional inflows continue at current pace, though Q3 macro risks warrant monitoring. Key resistance lies at $120K.'

The technical setup combined with strong institutional demand creates a plausible path to $200,000, though macroeconomic factors could present temporary headwinds.