Bitcoin performance (BTC) for the last quarter of 2025 is packed with bullish expectations. For grayscale investment companies, everything shows that digital currency will mark new maximums by the end of the year.
The Entity, a broadcast of funds cited in the Stock Market (ETF) related to Bitcoin Price, is a growing clarity of regulations in the US and a rare demand for digital assets in an environment of macroeconomic imbalance. That will be what this bullish tendency holds.
Macroeconomic imbalances create demand for rare digital assets, and regulatory clarity encourages institutional investment in blockchain technology. Until these factors change, the market receding is likely to be temporary and, in our opinion, the cryptocurrency market may be heading towards a new maximum.
Grasycale, an investment company.
Grayscale recalls that the price reached its maximum in November 2021 and reached the floor in November 2022 in the last bitcoin bull cycle. Almost three years later, some market participants are talking about the “stop” of valuations, with ceilings of up to USD 130,000 or more per BTC.
The company claims that the cycle has not been exhausted for a while, but rather exhausted due to changes in the foundations. “Economist Rudy Dawnbush said that the economic expansion is not dying in old age, but being killed by the Federal Reserve,” he cites a grayscale analysis, referring to the fact. It is financial hardening that could lead to a recession.
Remember, the Federal Reserve had lowered interest rates in September and anticipated more cuts by the end of the year. For Grayscale, this scenario is a positive one, as this scenario “reduces opportunity costs to maintain raw materials that generate profits such as Bitcoin and can support investors’ appetite for risk.”
Still, he admits there is a risk. “Unexpected turns of FRED interest rates should be considered a risk scenario for cryptocurrency valuation.”
Regulation Key
Regulatory factors are shown by greyscale as central to facility impulses. They recall that in September, the Bags and Securities Commission (SEC) approved the general price standard for cryptocurrency ETFs.
This decision provides a simplified approval process to include cryptocurrency ETFs in exchange. However, the underlying token meets certain technical standards.
The company expects that most actives will qualify based on these criteria, and that “investments can expect a significant increase in the amount of single cryptographic ETFs available on US exchanges.”
At the same time, the SEC also approved prices and trade for Bitcoin option products. Initiatives are also presented to shape the structure of the cryptocurrency market with the protection of developers for developers.
Presented by 12 US lawmakers, the document was received at the industry openings and added to the bipartisan framework, namely the Clarity Act, which the House of Representatives had already approved.
“More cryptocurrency companies have taken over, such as Figure Technology (FIGR) and Gemini (Gemi),” Grayscale details highlight that traditional institutions such as BlackRock and Nasdaq have also announced initiatives on tokenized assets from this regulatory clarity in the United States.
Expectations for the fourth quarter
Colombian financial analyst Juan Rodriguez focuses on historic actions from the last quarter. This is historically The last quarter will usually act green due to the price of Bitcointhe average yield is 79%.
It was closed in 2024 only with returns of over 47%, and in 2023, it was 56% yield, as shown below:
But Rodriguez eases the forecast: «Want to expect these numbers in the last quarter? No, here we wait at least half the above».
“We can see AHs of over $130,000 out of 2025, so we’re making Bitcoin price yields for the last quarter of around 20%.
Financial analyst Juan Rodriguez.
Daniel Aráès, a Venezuelan economist specializing in cryptocurrency, offers another vision. It always happens, the problem is when.
“For me, Bitcoin is always marking its historic maximum, perhaps not just the price, but the country that adopts it, the institutions that adopt it, the news they have.
At the price level, economists emphasize the impact of the dollar. “In recent years, if the dollar has lost strength in the international market, Bitcoin can shoot a lot,” he says.
Only in 2025, the US dollar has lost 10% value compared to other countries’ currencies, such as the euro and yuan. In fact, the first half of this year has been the worst registered green ticket since 1973.
With that idea order, it is feasible for Economist Alaes to believe this year Bitcoin can negotiate more than 200,000 US dollars.
¿ “To the moon”?
The above makes it clear that something is clear: bulls are loose, bitcoin has green pastures for travelling earlier ‘Sounds like a cannon‘, of course, the basic risk remains with the stalker.
It must be taken into consideration that recently, far from supporting the upward stage, have been revealed, and indicators that hope for it. This is when PCE inflation, which measures changes in consumption costs for US households, reported an annual rate of nearly 3.8%. This reflects that inflation remains high.
It is generally at the negative level of financial flexibility policies. This is because prices have not dropped fast enough to justify lowering interest rates without risk of inflation.
This scenario also affects Bitcoin. If the Fed is forced to maintain high-value hours for longer, the cost of ordering money increases, and more dangerous investments reduce appetite.
therefore, High PCE inflation can push down Bitcoin By making its position less attractive to a more “safe” instrument in its financial environment.
However, expectations will remain until October 29th, when we know whether the Fed will continue to cut interest rates and, as a result, whether the final Bitcoin Alsister Rally will take place.
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