Bitcoin’s March to $100K: The Perfect Storm Brewing in 2025

Halving hype meets institutional FOMO—liquidity tsunami incoming.

Supply shock: Miners now hoard 3x more BTC than pre-2024 levels. Meanwhile, BlackRock’s ETF just ate 12% of daily issuance for breakfast.

Technical breakout: The 200-week moving average hasn’t been this bullish since the last ATH run. Chartists see zero resistance until $97K.

Regulatory tailwind: That awkward moment when the SEC starts approving futures ETFs while still calling it a ’speculative asset.’

Watch the dominoes fall when some Fortune 500 treasurer ’diversifies’ 0.5% of corporate reserves into BTC—just to impress fintech bros at the next shareholder meeting.

Institutional demand returns with vigor

While the macro backdrop is showing signs of avoiding the worst-case scenario, institutional demand for Bitcoin has also flipped firmly positive. Spot BTC ETF posted net inflows of $3.06 billion last week, the second highest level ever, and has also booked seven straight days of net inflows. 

A synthetic halving by MSTR? 

Strategy (MSTR) also added a further 15,355 Bitcoin for $1.42 billion, taking its total holdings to 553.555. With miners currently producing around 450 BTC per day, or 13,500 BTC per month, Strategy’s recent purchases have exceeded supply. This could be seen as a Strategy of synthetically having Bitcoin, potentially making Bitcoin more scarce and, in time, creating a supply crunch.  

Strategy isn’t alone in its Bitcoin treasury plan. 21 Capital, a collaboration of Wall Street firms and crypto heavyweights, including Cantor Fitzgerald, SoftBank, Tether, and Bitfinex, was launched last week. The group plans to create a multibillion-dollar Bitcoin acquisition vehicle modelled on Staregty’s approach. 

BTC leaves exchanges, tightening supply 

In addition to encouraging comments from Trump, the return of institutional and solid corporate demand, and bitcoin’s declining supply on exchanges, the bullish case for a rally towards 100K is also supported. Investors have withdrawn over 50,500 BTC from exchanges worth $4.7 billion over the past week, as the macro backdrop has improved. Lower exchange supply reduces available BTC for selling, increasing price-sensitive demand.

Bitcoin technical analysis – key levels to watch 

Bitcoin broke above its 200 SMA at 88k last week, rallying 11.2% before hitting resistance at 95.8k. The price has eased back to 94.8k at the time of writing as BTC continues to consolidate around 95k, bringing the RSI away from overbought territory.  

95k is a key resistance that buyers will need to meaningfully rise above to extend gains towards 100k, the psychological level. The more attempts it makes at 95K, the more likely to push through. 

Failure to rise meaningfully above the 95k level could see BTC extend declines towards support at 90k. 

Start trading with PrimeXBT