CryptoTalk Newsletter

CryptoTalk Newsletter

This Cycle Is Just the Beginning: Why $250K Bitcoin Is Still on the Table

Premium Report for Paid Members — Clear Analysis, No Hype, Just Conviction

CryptoTalk's avatar
CryptoTalk
Sep 04, 2025
∙ Paid
13
Share

Bitcoin is trading around $110,000 today. Not in euphoria. Not in collapse. Just grinding, consolidating — and waiting.

But that quiet is deceptive.

Behind the scenes, institutional inflows are breaking records, supply is evaporating, and the macro environment is turning sharply in Bitcoin’s favor. The halving already happened. Spot ETFs are quietly absorbing coins. And yet most people are still asleep.

This is the mid-cycle moment. The part where it feels boring, uncertain, and slow… right before it gets fast, loud, and irreversible.

In this report, I’m going to break down exactly why $250,000 Bitcoin this cycle is not just possible — but logical. Not based on hope, but on fundamentals. You’ll see why we’re nowhere near the top — and why the real move hasn’t even started.

Let’s get into it.

The Market Has Changed: This Is an Institutional Cycle

The last cycle was driven by retail. Coinbase sign-ups, meme tokens, TikTok influencers — that’s what powered 2021.

This cycle? It's different.

Institutional capital is in full control. Spot Bitcoin ETFs now hold nearly 1.3 million BTC — over 6% of the total supply — with inflows accelerating through Q3. BlackRock, Fidelity, and others aren’t here to flip bags. They’re here to stay for decades.

This is what long-term allocation looks like. It’s measured, methodical, and relentless. They’re not buying Bitcoin because it might pump next week — they’re buying because it’s becoming a strategic, long-duration asset.

Public companies are following suit. Corporate treasuries are locking in exposure. Banks are quietly reopening custody desks. This isn’t hype. It’s a structural shift.

$250K doesn’t require a frenzy. It just requires this trend to continue — and it is.

30 Days FREE

Don’t miss this — 30 days FREE, no catch.

Keep reading with a 7-day free trial

Subscribe to CryptoTalk Newsletter to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 CryptoTalk
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture