Bitcoin Shatters Records Again: Breaking Down the Rally & What Comes Next
Bitcoin isn’t asking for permission—it’s rewriting the rules. Again. The king of crypto just punched through another all-time high, leaving traditional finance clutching its pearls. Here’s why this rally feels different (and why Wall Street still doesn’t get it).
The Fuel Behind the Fire
Liquidity’s flooding the market, but this isn’t 2021’s meme-fueled mania. Institutional whales are circling, ETFs are sucking up supply, and—shockingly—governments haven’t managed to kill it yet. Meanwhile, your bank’s savings account still offers 0.5% interest. Cool.
Danger Zones Ahead?
Volatility’s lurking like a trader who forgot to set stop-losses. Regulatory landmines? Always. But try finding an asset that’s survived 15 years of ‘imminent collapse’ predictions while gaining 10,000,000%. Exactly.
Bitcoin’s not just testing heights—it’s building new ones. Whether you’re in or out, one thing’s clear: the financial system’s old guard just became the underdog.
$109,079, after a relatively stable second quarter, tested the $110,000 resistance mark in early third quarter 2025. Analysts caution that surpassing this level might propel prices to $120,000 though volatility is expected. Standard Chartered predicts a peak at $120,000 during August-September. However, experts warn of a potential pullback to $88,000 if Bitcoin closes below $100,000.
ContentsCritical $100,000 Threshold for BitcoinAnticipating Altcoin Season Amid Liquidity Challenges
Critical $100,000 Threshold for Bitcoin
Despite the calm summer months, macroeconomic developments are poised to influence market direction in the third quarter. Historically, Bitcoin’s peak is projected to occur between the 525th and 546th days post-halving, around mid-October. Analysts stress that tight global liquidity and high interest rates might limit guidance from previous cycles.
In the short term, the $100,000 level is critical. If the price sustains above this mark, it could fuel a bullish scenario. Conversely, a downward break may activate buyers around the $88,000 region. Analysts believe that sudden price drops could present buying opportunities, particularly for institutional investors.
Standard Chartered supports this outlook, proposing that if institutional demand and ETF entries persist, bitcoin could rise to $120,000 by the August-September period. Such an increase is anticipated to bolster market confidence.
Anticipating Altcoin Season Amid Liquidity Challenges
The increase in global M2 money supply since the beginning of the year has been limited compared to the 2017 and 2021 bull runs. However, expectations for interest rate cuts are growing. The Federal Reserve has a 25% probability of reducing rates by 25 basis points in July and a 71% likelihood in September. If liquidity increases, trading volumes and prices of both Bitcoin and altcoins are expected to rise.
Currently, the crypto Altcoin Season Index stands at 23, indicating low investor interest in this sector. Yet, the total value locked (TVL) in decentralized finance is nearing $115 billion, gradually approaching the $175 billion peak of 2021.
Despite Bitcoin’s market dominance, Ethereum
$2,554 is tightly bound around $2,500, with historical data suggesting a potential average return of 24% in the fourth quarter, keeping hopes alive for a general altcoin rally.
On the altcoin front, while the TVL is rising, prices lag behind, creating what analysts term a “silent strength.” Experts anticipate significant double-digit gains in smart contract altcoins, assuming Bitcoin’s dominance loosens.
