Bitcoin Eyes $150,000 Milestone as Institutional Momentum Sparks New Bull Run

Record-breaking $125,000 surge positions Bitcoin as a mainstream macro asset, fueled by institutional capital, ETF inflows, and global political support.

Bitcoin is poised for its next major breakout, with analysts projecting that the world’s largest cryptocurrency could reach $150,000 before the year ends. Last week, Bitcoin shattered records by surpassing the $125,000 mark, signaling the most compelling bull phase since the 2021 boom — a rally driven not by hype but by deep-pocketed institutional participation, macroeconomic trends, and growing political support for digital assets.

After briefly consolidating near its new all-time high of $125,245, Bitcoin continues to exhibit strong momentum, suggesting a structural evolution from a speculative instrument to a mainstream macro asset with significant institutional relevance.

Nigel Green, CEO of deVere Group, highlighted the broader implications of the rally, noting, “The price action reflects a deeper structural change in how investors view digital assets. Bitcoin is no longer a speculative corner of the market; it’s being treated as a legitimate macro instrument. Institutional capital, treasury allocations, and sovereign interest are reshaping the market’s depth and maturity.”

A weakening U.S. dollar has further fueled Bitcoin’s appeal as a hedge against inflation and monetary instability. Green added, “Every time the dollar softens or government data falters, the market is reminded of the value of decentralized, borderless assets. Bitcoin’s appeal strengthens when trust in central authority is questioned — and right now, that trust is under heavy strain.”

Market activity underscores this shift, with 24-hour trading volumes exceeding $50 billion and over $200 million in short positions liquidated in a single day. Analysts note that corrective dips since midyear have been swiftly met with renewed buying, indicating conviction-driven accumulation rather than short-term speculation.

Peter Eberle, CIO at Castle Funds, predicts that Bitcoin will consolidate above $120,000 before advancing toward $160,000–$200,000 by December, citing robust inflows into spot Bitcoin ETFs and growing participation from sovereign and pension funds. Meanwhile, Citigroup forecasts a slightly more conservative year-end target of $133,000, acknowledging that long-term momentum remains intact as institutional adoption accelerates.

Simon Peters, crypto analyst at eToro, reported that crypto markets surged to a record $4.24 trillion market cap following weaker U.S. jobs data, which fueled expectations of further Federal Reserve rate cuts. Bitcoin reached a new high of $125,736 amid $3.24 billion in ETF inflows, while Ethereum also gained.

Analysts also highlight Bitcoin’s deepening correlation with major U.S. equity indices, signaling its integration into traditional financial markets. Renowned macro analyst Lyn Alden emphasizes Bitcoin’s limited supply and network effects, describing the current phase as “fundamental price discovery in a maturing asset class.”

Political developments have further reinforced optimism. The Trump administration’s renewed focus on crypto innovation and U.S. blockchain competitiveness has reignited institutional interest. Green observed, “Policy clarity and openness to innovation catalyze institutional confidence — a critical ingredient in sustaining this bull run.”

Despite potential risks, including dollar rebounds or policy reversals, experts agree that the underlying trend points higher. With global liquidity improving, ETF-driven inflows rising, and long-term holders remaining firm, Bitcoin appears to be entering a durable growth phase.

If current momentum continues, the next breakout could propel Bitcoin well beyond its latest peak, making the $150,000 target less speculative and more a matter of timing, according to crypto strategists.