Bitcoin Bulls Charge Toward New All-Time Highs in H2 2025, With a Major Breakout on the Horizon

• Why Is Bitcoin Primed for a Record-Breaking H2 2025?
• How Are Bitcoin Treasury Companies Fueling the Rally?
• Could Politics and Legislation Accelerate Bitcoin’s Rise?
• Will the Bitcoin Halving Cycle Trigger a Q3 Correction?

Bitcoin is gearing up for a historic rally in the second half of 2025, fueled by aggressive institutional adoption, macroeconomic tailwinds, and regulatory developments. After a 30% Q2 surge and a steady H1 gain of 15%, BTC is now trading near $108,000—just 3% shy of its May 2024 peak. Analysts from Citizens, Nakamoto, and Standard Chartered highlight key catalysts: bitcoin ETFs, corporate treasury inflows, and potential pro-crypto legislation under a Trump administration. Despite looming concerns over the 4-year cycle correction window, experts project BTC could hit $135,000 by Q3 and $200,000 by year-end. ---

Why Is Bitcoin Primed for a Record-Breaking H2 2025?

Bitcoin’s 2025 rally is no fluke—it’s a perfect storm of institutional demand and macroeconomic shifts. Here’s what’s driving the momentum:

• ETF Adoption: Over $50 billion has flowed into spot Bitcoin ETFs since their 2024 launch, with Citizens’ Devin Ryan noting, "There’s still acceleration coming… more money is waiting on the sidelines."
• Corporate Treasuries: Public companies like Nakamoto and STRIVE are merging with listed entities to raise capital for BTC purchases. Nakamoto’s Steven Lubka reveals, "We haven’t seen the full impact of capital already lined up."
• Macro Tailwinds: Fiscal spending surges, stock market highs, and a crypto-friendly White House are creating a "material bull market," per Lubka.
• Technical Breakout: BTC’s Q2 consolidation above $100,000 (per TradingView data) mirrors past pre-bullish patterns.
• Regulatory Catalysts: Standard Chartered’s Geoff Kendrick flags the pending Stablecoin Bill as a potential Q3 demand trigger.

How Are Bitcoin Treasury Companies Fueling the Rally?

Publicly traded "Bitcoin treasury" firms are rewriting the institutional playbook:

• Nakamoto: Aims to allocate 90% of its $1.2 billion merger proceeds to BTC, per VP Steven Lubka.
• Twenty One: Holds 12,000 BTC ($1.3 billion) as primary reserves.
• STRIVE: Plans to convert 50% of its $800 million equity raise into Bitcoin.
• Market Impact: These firms could absorb 5-7% of BTC’s circulating supply by 2026.
• SEC Timeline: Pending merger approvals may unlock another $4 billion in BTC buys, says Lubka.

Could Politics and Legislation Accelerate Bitcoin’s Rise?

Washington’s moves may decide BTC’s Q3 trajectory:

• Fed Leadership: A potential Jerome Powell replacement could signal earlier rate cuts, boosting risk assets.
• Stablecoin Bill: Passage would "encourage retail investors to make their first crypto buys," predicts Kendrick.
• Trump Effect: Pro-Bitcoin policies (e.g., tax incentives for corporate holdings) are under discussion.
• Historical Parallels: The 2020-2021 bull run coincided with fiscal stimulus and low rates.
• Risk Factor: SEC delays on ETF approvals remain a wild card.

Will the Bitcoin Halving Cycle Trigger a Q3 Correction?

History suggests caution—but analysts see a twist:

• 4-Year Pattern: BTC typically dips 18 months post-halving (April 2024 event implies late 2025 risk).
• Kendrick’s View: "ETF and treasury demand will offset long-term holder sales."
• Price Targets: $135,000 by Q3, $200,000 by December (Standard Chartered forecast).
• Data Check: CoinGlass shows open interest at record highs, suggesting institutional hedging.
• BTCC Analyst Note: "This cycle’s institutional participation reduces volatility risks."

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