Bitcoin Set to Skyrocket to $200K by Q4 as Fed Policy Pivots—Analysts Bullish

Bitcoin's next bull run might just be starting—and it could be epic.

Fed Policy Shift Ignites Rally

Analysts point to the Federal Reserve's recent dovish turn as the primary catalyst. Lower interest rates and renewed liquidity injections have historically fueled crypto rallies—and this cycle looks no different.

Institutional Money Floods In

Major funds aren't sitting this one out. With traditional finance finally embracing digital assets, capital is pouring into Bitcoin at a staggering pace. The $200K prediction isn’t just hopeful—it’s backed by real inflows.

Market Sentiment Turns Greedy

Retail FOMO is building again. After months of sideways action, breakout momentum is attracting both seasoned traders and newcomers chasing life-changing gains.

Of course, Wall Street will still find a way to take a cut—some things never change.

TLDR

• Bitcoin’s recent price dip below $108,100 raises concerns of a cycle top, but some analysts remain optimistic.
• Analyst Mr. Wall Street argues that the market correction is a recalibration, not the start of a bear market.
• A surprise 50 basis point rate cut by the Federal Reserve could trigger a Bitcoin rally, reaching $200K by Q4.
• CryptoQuant’s Carmelo Alemán points to strong metrics, such as low NVT and stable miner reserves, supporting Bitcoin’s growth.
• Despite the current BTC bearish sentiment, experts predict long-term holder accumulation will fuel Bitcoin’s future rise.

Despite the recent volatility and a dip to its lowest point in nearly two months, Bitcoin (BTC) remains in a complex market environment. While some speculate that the current market correction signals the end of the bull run, several analysts disagree. They predict that the Federal Reserve’s September policy decision could propel Bitcoin to new heights by the end of 2025.

Bitcoin’s Price Drop Amid Inflation Concerns

On August 29, Bitcoin dropped below $108,100 after the U.S. Personal Consumption Expenditures (PCE) inflation data came in hotter than expected. This caused a $170 billion loss across the wider crypto market in a single day. The dip led many to believe that BTC’s bullish cycle may have peaked, but some analysts remain unconvinced.

Pseudonymous analyst Mr. Wall Street explained that the current BTC bearish sentiment is not indicative of a bear market. “True market peaks are usually marked by widespread euphoria, not the current division and uncertainty,” he noted. Mr. Wall Street sees the ongoing sell-off as a market recalibration rather than the end of a bull cycle.

#Bitcoin – Weekly Analyses

Everything You Need to Know:

BTC is bullish and top is not in regardless of what anyone says. I am not concerned with current short term price action despite all the bearishness I am seeing among investors and the so called analysts on Twitter. I… pic.twitter.com/mIeRHcrSeJ

— Mr. Wall Street (@mrofwallstreet) August 31, 2025

The Federal Reserve’s Impact on BTC Price

Mr. Wall Street focuses on the upcoming Federal Open Market Committee (FOMC) meeting as a pivotal event for BTC. While the market anticipates a standard 25 basis point rate cut, he argues that weakening labor data could prompt a more significant 50 basis point reduction. A surprise move from the Fed could create a fear-of-missing-out (FOMO) buying frenzy, pushing bitcoin toward a price range of $140,000 to $145,000.

He also predicts that by Q4 of 2025, Bitcoin could reach prices between $160,000 and $200,000. Such a rally WOULD mark the true start of a new quantitative easing cycle, which could substantially increase investor demand. Many BTC bullish supporters are now awaiting this potential trigger from the Fed.

Key Market Indicators Show Strength Despite BTC Bearish Views

CryptoQuant analyst Carmelo Alemán also supports the bullish outlook for Bitcoin. Alemán pointed to several key metrics that suggest the current dip is not a market top. For instance, the NVT ratio remains low, signaling a healthy network relative to valuation.

Additionally, miner reserves have remained stable, indicating that miners are not aggressively selling their holdings. The MVRV ratio has not yet reached the levels typically seen at major cycle peaks, suggesting that long-term holders are still accumulating.