Bitcoin News ATH is just a start- Five Signals Suggest BTC’s Bull Cycle Isn’t Done Yet

• Bitcoin has shot to a new all-time high of above $118,000, owing to high ETF flows and corporate holdings.

• The policies of the Trump era and SEC transitions eased the legal pressure on the most significant crypto companies.

Bitcoin has recently hit a new all-time high, surpassing $123,091 on July 14 and continuing its impressive run in 2025. The cryptocurrency had an intraday increase of 4.85%, leading to its market capitalization of $2.31 trillion. The trading volume rose to $101.86 billion, a rise of more than 66% in 24 hours, indicating an increase in the traffic across exchanges.

The recent Bitcoin boom is fueled by institutional investor demand, with ongoing U.S. approved spot Bitcoin ETFs based on accruals. According to data from Farside Investors, as of July 10, cumulative net inflows passed the $50 billion mark in ETFs. Such investment vehicles have eased the access of Bitcoin to both the retail and the large-scale investors.

Standard Chartered has estimated that Bitcoin may reach $200,000 at the end of 2021 by noting that inflows related to ETF have been driving the market. The banking forecast comes amid the consistent capital flows in ETFs since April, indicating the persistence of institutional interest.

The rising number of public companies buying the asset is another positive development in the performance of Bitcoin. According to Treasury data in Q2 2025, 125 listed companies own more than 159,000 BTC, a 23% increase in the number of BTC held quarter-to-quarter. MicroStrategy is the largest corporate owner with over 597,000 BTC on its balance sheet.

Policy Environment and Rate Outlook Shift in Favor

Favorable political trends are also cementing the status of Bitcoin. The Trump administration has taken pressure off regulation. Under Paul Atkins, the SEC has dropped key lawsuits against Coinbase, Binance, and Ripple. Moreover, the U.S. Strategic Bitcoin Reserve was introduced in March following the executive order issued by President Trump.

States such as Arizona and New Hampshire have already passed state legislation that sets up local reserves in Bitcoin.

Crypto-related momentum is likely to persist, with the Genius Act, a bill to regulate stablecoins, awaiting a vote in the House, following its passage in the Senate on June 17. Although the bill is specific to stablecoins, wider regulatory clarity may help boost investor confidence in the crypto world.

Several rate cuts by the Federal Reserve in 2025 are also being priced in the market. The CME FedWatch tool attributes a 68% likelihood of a September reduction. Goldman Sachs analysts expect the Fed to cut by 25 basis points in September, October, and December. The interest rates tend to spur asset investment and provide an extra potential for Bitcoin.

Dollar Weakness and Hedge Appeal Add Fuel

A weakening U.S dollar has also been exerting upward pressure on Bitcoin. The U.S. Dollar Index (DXY) has fallen by 10% this year as trade tariffs concerns have been running through the present administration. During their potentially upcoming rate cuts, the dollar is likely to weaken further, a factor that further strengthens the relevance of Bitcoin as a way to mitigate inflation and fiat volatility

The 2025 performance of Bitcoin is currently down 25%  year-to-date and over 1,150%  in the past five years. A close eye is being cast on liquidity trends and macro readings as a possible engine to further momentum in the second half.