Bitcoin is entering parabolic season 🚀Seasonality, ETF inflows, and on-chain metrics all agree 🤝CC: @nsquaredvalue https://t.co/pETz7BofkQ ...

Core Insights - Bitcoin's recent price surge to an all-time high near $126,000 is driven by institutional demand and steady on-chain accumulation rather than speculation [1] - Strong inflows into U.S. spot bitcoin ETFs, exceeding $2.2 billion in a single week, have reversed previous redemptions and absorbed available supply on exchanges [2] - The fourth quarter is historically favorable for bitcoin, with sustained ETF demand likely to support prices as year-end approaches [3] Institutional Demand - More than $2.2 billion flowed into U.S. spot bitcoin ETFs within a week, marking significant institutional buying activity [2] - Sustained ETF demand could anchor bitcoin prices as the year progresses [3] Accumulation Trends - Mid-tier holders (wallets with 10 to 1,000 BTC) have been the primary buyers, increasing their balances while larger holders have taken profits [4] - Nearly 97% of circulating bitcoin supply is currently in profit, indicating a late-stage bull cycle without signs of exhaustion [4] Price Support Levels - The $117,000–$120,000 price range is identified as a key area of on-chain support, where approximately 190,000 BTC were last transacted [5] Market Conditions - Market conditions are described as "robust but maturing," with rising futures open interest and funding rates indicating a buildup of leveraged long positions [6] - Realized profits remain controlled compared to previous market tops, suggesting a rotation of holdings rather than mass exits [6] Overall Market Structure - Bitcoin's market structure is considered sound, supported by institutional demand, deep liquidity, and broad-based accumulation [7] - Continued ETF inflows could extend bitcoin's rally into the fourth quarter, reinforcing its position as a structurally supported uptrend [7]

JUST IN: BlackRock's Bitcoin ETF is #1 in inflows this week with $3.5 BILLION10% of all net ETF inflows 🔥 https://t.co/3FInryWLLP ...

💥 JUST IN:BitWise CIO predicts $200,000 Bitcoin and record ETF inflows in Q4 2025"The debasement trade has become the hottest trade on Wall Street. I think that accelerates in Q4."(CoinDesk Media) https://t.co/F4udo5xwEq ...

Go through the price targets now for four year end of next year. We'll take from that. What are you looking for at the moment.Yes. So we have gold rising of 10% to 4300 by the end of by the end of next year, but with significant upside, both because the recent drivers of the rally are driven by the pretty sticky inflows from both central banks and ETF holders holdings. It's not driven by spec positioning, which tends to be more mean reverting.And second. In September we saw that ETF inflows were six times l ...

Standard Chartered’s Head of Digital Assets Research Geoffrey Kendrick reaffirmed his $200K year-end Bitcoin target, citing continued ETF inflows and a potential U.S. government shutdown as short-term bullish catalysts. He said Bitcoin could break its all-time high within days and reach $135K in the coming weeks, slightly later than his earlier projection.https://t.co/GByapRxXFe ...

Market Trend Prediction - JPMorgan analysts predict Bitcoin could reach $165,000 by the end of 2025 [1] - The prediction is based on Bitcoin's undervaluation compared to gold [1] - Rising ETF inflows are also a factor in the bullish outlook [1]

🔥 NEW: Standard Chartered says $BTC could soon climb to $135,000 on rising institutional demand and ETF inflows. https://t.co/TITtPtFiUb ...

Core Insights - Over $600 million flowed into US spot Bitcoin ETFs and over $300 million into Ethereum ETFs, marking a significant reversal from previous outflows in September [1][2] - Bitcoin's price has recovered to approximately $120,000, raising expectations for a sustained rally fueled by new ETF capital [1][6] Group 1: Bitcoin ETF Inflows - US Bitcoin ETFs recorded a net inflow of $627 million on Thursday, with BlackRock's IBIT leading at $464 million [2] - This marks the fourth consecutive day of inflows for Bitcoin spot ETFs, indicating a shift in market sentiment [3][6] - Prior to this, Bitcoin ETFs experienced continuous outflows in late September, with over 16,000 BTC leaving the funds [3] Group 2: Ethereum ETF Inflows - Ethereum ETFs saw strong inflows, with BlackRock's ETHA leading at $177 million, followed by Fidelity and Bitwise [2] - In August, Ethereum ETFs had a net inflow of $3.87 billion, contributing to an 18.5% price increase, but September saw a drop to $285.74 million, leading to a 5.62% price decline [4] - The recent inflow of over $300 million in a single day is a positive sign for Ethereum ETFs, which had underperformed during the late September crypto rally [5]

Market Overview & Flows - The bull case for crypto, particularly Bitcoin and Ethereum, is primarily driven by significant inflows observed in the past year, expected to continue [1][2] - ETF flows are identified as the primary catalyst for price movements in both Bitcoin and Ether [2][3] - Digital asset treasuries also contribute to inflows, although their consistency depends on the premium at which their stock is trading above their NAV [2] Correlation & Macroeconomic Factors - Bitcoin's correlation with gold has increased, aligning with its perception as "digital gold" due to its limited supply [3][4] - Equity markets and overall risk appetite remain the primary determinants on the macro side for both Bitcoin and Ethereum [4] Risks & Sentiment - The biggest risk to the bullish forecast for Bitcoin and Ether is a change in sentiment driven by the macroeconomy, particularly a downside in equity risk [5][6] - A downturn in equity markets could reduce inflows and negatively impact prices due to the sentiment-driven nature of Bitcoin and Ethereum [6] Price Targets - The 12-month forecast for Bitcoin is $181,000 and for Ether is $5,400 [5]