Bitcoin growth models project $200,000 by 2025 and up to $1.5 million by 2035, outpacing gold and the Nasdaq in long-term returns. Key takeaways: Bitcoin’s long-term CAGR of 42.5% outpaces the Nasdaq and gold, but is projected to drop to 30% by 2030. The power-law and quantile models keep BTC’s Q4 2025 target between $150,000–$200,000, with $1.2million to $1.5 million possible by 2035. Read more
The European country’s sovereign wealth fund does not hold BTC directly but has indirect exposure through a portfolio of crypto companies. Norway’s sovereign wealth fund, the largest state-directed wealth fund in the world, increased its indirect Bitcoin (BTC) exposure by 192% over the last year, according to crypto research company K33 Research. The fund has indirect exposure to 7,161 BTC through its investment portfolio, which includes treasury companies Strategy and Metaplanet and crypto exchange Coinbase. The fund currently holds over 11.9 billion Norwegian krone ($1.2 billion) of Strategy’s stock, a 133% increase from 2024. Similarly, the fund has increased its Coinbase holdings by over 96% since 2024. Read more
Bitcoin already has new key price levels beyond current all-time highs as traders wait for Ether price discovery to hit. Key points: Bitcoin takes another shot at price discovery as volatility returns with Wall Street traders. Crypto liquidations pass $500 million in 24 hours. Read more
BTC price gains may be around the corner as institutional Bitcoin demand puts in a classic bullish move. Key points: Coinbase’s institutional Bitcoin trading volume hits 75%, something that has always seen the BTC price rise a week later. Institutions are buying a lot more Bitcoin than is being mined daily. Read more
The growing role of platforms like BitGo in spot Bitcoin products worldwide is a double-edged sword, according to market observers. BitGo, a US-regulated crypto custodian, will safeguard assets for Central Asia’s first spot Bitcoin exchange-traded fund (ETF), which debuted Wednesday on the Astana International Exchange in Kazakhstan. The Astana International Exchange (AIX), a stock exchange operating within the Astana International Financial Centre (AIFC) framework, announced the listing of the Fonte Bitcoin Exchange Traded Fund (BETF) on Wednesday. Managed by AIFC-registered asset manager Fonte Capital, BETF offers indirect investment access to Bitcoin (BTC) to a wide range of investors, including retail participants, AIX said. Read more
The ballooning US deficit may lead to an increase in the money supply through quantitative easing, lining up a $132,000 Bitcoin price top in 2025. The US federal debt has reached a record $37 trillion, adding fuel to calls that rising deficits and potential money supply growth may underpin a Bitcoin rally to $132,000 by year’s end. “Thanks to the One Big Beautiful Bill Act, the debt just officially passed the $37 trillion mark,” said Representative Thomas Massie in a Wednesday X post. The US deficit has risen to its latest record high a month after US President Donald Trump signed the One Big Beautiful Bill Act into law on July 4, which he said would cut as much as $1.6 trillion in federal spending. Read more
Bitcoin bulls lift their price target to $137,000 as odds of a Federal Reserve rate cut increase. Key takeaways: July US CPI held steady at 2.7% year-over-year, boosting Fed rate cut bets to 93.9% for September. Key price support lies between $117,650 to $115,650, with a deeper drop potentially testing a CME gap at $95,000. Read more
Bitcoin could pick up momentum above $120,000, with ETH, BNB, LINK, and UNI following suit. Key points: Bitcoin finds support at lower levels, but may face strong selling in the $120,000 to $123,218 zone. Net Ether ETF inflows of more than $1 billion on Monday suggest solid institutional demand. Read more
Pantera’s Dan Morehead nailed his prediction for Bitcoin’s Aug. 11, 2025 price, made in November 2022 as BTC was nearing its bottom. Pantera Capital’s adherence to the Bitcoin halving cycle enabled it to predict Bitcoin’s price with striking accuracy in 2022, underscoring how the asset’s supply schedule can influence valuations, even as skepticism about the cycles grows. In November of that year, Pantera published a price chart mapping Bitcoin’s (BTC) halving rallies and showing diminishing returns after each four-year epoch. Factoring in the typical timing between market bottoms and post-halving rallies, the firm projected Bitcoin would hit $117,482 by Aug. 11, 2025. On Aug. 11, Bitcoin closed above $119,000, according to Coin Metrics data cited by CNBC. Read more
Metaplanet and the UK’s The Smarter Web Company added nearly $100 million in Bitcoin on Tuesday, boosting their positions among the largest public corporate BTC holders. Two publicly listed companies, Japan’s Metaplanet and the United Kingdom’s The Smarter Web Company, added almost $100 million worth of Bitcoin to their corporate treasuries. On Tuesday, Metaplanet disclosed that it had purchased 518 Bitcoin (BTC) for about $61.4 million at an average price of $118,519 per coin. The buy lifted the Tokyo-listed company’s total holdings to 18,113 BTC, worth about $2.15 billion at current prices, and acquired at an average of $101,911 per Bitcoin. Led by CEO Simon Gerovich, Metaplanet now ranks sixth globally in public company Bitcoin holdings, behind Michael Saylor’s Strategy, MARA, XXI, Bitcoin Standard Treasury Company, and Riot, according to data from BitcoinTreasuries.NET. Read more
MARA Holding’s expansion into AI and high-performance computing is expected to close in Q4, and comes amid a steep rise in Bitcoin mining difficulty. Bitcoin miner MARA Holdings is making its biggest AI play to date, signing a $168 million deal to buy a 64% stake in Exaion, a subsidiary of French state-owned Électricité de France, one of the world’s largest low-carbon energy producers. The agreement, announced on Tuesday, includes an option for MARA to raise its stake to 75% by 2027 with an additional $127 million investment, contingent on performance milestones. Exaion develops high-performance computing (HPC) data centers and provides AI and cloud infrastructure in partnership with the likes of AI heavyweight Nvidia and Big Four accounting firm Deloitte. Read more
Blue Origin’s new crypto payment option joins a wave of blockchain ventures in aerospace, from NFTs minted in orbit to satellites running decentralized networks. Jeff Bezos’s Blue Origin has partnered with Shift4 Payments to let customers pay for trips to outer space in cryptocurrencies and stablecoins. According to a Monday press release, Blue Origin’s New Shepard tickets can be purchased in Bitcoin (BTC), Ether (ETH), Solana (SOL), USDt (USDT), and USD Coin (USDC). Blue Origin — which has flown more than 75 passengers past the Kármán Line, the internationally recognized boundary where Earth’s atmosphere ends and space begins — will accept direct payments from popular wallets like MetaMask and Coinbase. Read more
Bitcoin getting to $340,000 this cycle is a "very big ask," but over the past five years, BTC has already won the macro asset returns game, research shows. Key points: Bitcoin will beat its prior cycle’s gains for the first time if it makes it to $340,000 this bull market. While a “very big ask,” such a feat would make BTC the world’s second most valuable asset by market cap. Read more
Michael Saylor’s Strategy added another $18 million in Bitcoin last week to mark the fifth anniversary of its BTC buying strategy, bringing its total holdings to 628,946 BTC. Michael Saylor’s Strategy, the world’s largest public holder of Bitcoin, made its first BTC purchases in August, marking five years since adopting Bitcoin as a treasury asset. Strategy acquired 155 Bitcoin (BTC) for $18 million during the week ending Sunday, according to a US Securities and Exchange Commission filing on Monday. Strategy’s new Bitcoin purchases were made at an average price of $116,401 per coin, with BTC starting the week at $114,000 and nearing all-time highs around $122,000 by Sunday, according to CoinGecko. Read more
Bitcoin’s corporate adoption is increasingly resembling the “nationalization path” of gold leading up to 1971, presenting a new centralization concern, according to Willy Woo. Corporate crypto treasuries have surged past $100 billion, raising concerns among analysts that the United States may one day nationalize some of these holdings in a move reminiscent of the gold standard era. Corporate crypto treasuries have surpassed $100 billion of digital asset holdings, with Bitcoin (BTC) treasury firms amassing 791,662 BTC worth roughly $95 billion by the end of July, representing around 3.98% of the circulating supply. The growing corporate holdings may present a new centralized point of vulnerability for Bitcoin, which may see the world’s first cryptocurrency follow the same “nationalization path” as gold in 1971, according to crypto analyst Willy Woo. Read more
Bitcoin has a new dip target as the week begins with BTC price action targeting all-time highs. Will bulls end up defending $117,000? Bitcoin (BTC) starts a new week in an exciting place as price action knocks on new all-time highs. Bitcoin surges to $122,000, the latest sign that price discovery is around the corner. Dip discussions focus on the weekend’s CME gap, which offered $117,000 as a retracement target. Read more