Institutional Interest and Bitcoin’s Bullish Outlook

Bailey, the founder of Bitcoin Magazine and BTC Inc., stated, “This is the first time we’ve seen real institutional buy-ins.” According to him, governments, banks, insurers, corporations, and even pension funds will eventually hold Bitcoin.

“We haven’t even captured 0.01% of the total addressable market (TAM). We’re going so much higher. Dream big,” Bailey added.

He emphasized that earlier institutional involvement was merely marginal bets.

In the last two years, institutional exposure to crypto has accelerated, with Bitcoin ETFs and corporate treasuries pushing total holdings beyond $100 billion.

Possible Risks of a Bear Market

Despite Bailey’s optimism, not all experts agree. CK Zheng of ZX Squared Capital noted that crypto remains highly correlated with the stock market. If equities enter a bear phase, crypto is likely to follow.

Some venture capital firms have also warned that many corporate crypto treasuries may not survive long term, potentially triggering the next bear market.

Meanwhile, the Federal Reserve’s signals toward interest rate cuts and Jerome Powell’s remarks at Jackson Hole have fueled risk appetite, boosting demand for Bitcoin and Ethereum in the short term.

Analysts Present Different Scenarios

Australian analyst Pav Hundal said markets are currently in a risk-on phase, but eventually capital could rotate back into fixed-income assets. In his view, “The path of least resistance is higher for Bitcoin,” though unexpected macro shocks could still derail momentum.

Ryan McMillin of Merkle Tree Capital suggested that the current cycle may peak around Q2 2026, followed by a mild bear market once global liquidity contracts.

However, McMillin also pointed out the possibility of avoiding a bear market altogether, drawing parallels with gold’s performance after the launch of ETFs in the early 2000s, when the asset entered an eight-year uptrend.

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On November 22, Bitcoin reached an all-time high of $99,645, followed by a 7% correction that brought it down to $92,775. Although short-lived, this dip drew attention. Now trading at $94,600, analysts suggest this could be a healthy consolidation phase for Bitcoin.

Markus Thielen, CEO of 10x Research, stated, “Bitcoin is in a consolidation phase ahead of Thanksgiving. This process is critical to balance its overbought conditions.” He also noted that the Federal Reserve’s December interest rate decision could impact the market, but it would not alter the long-term bullish outlook.

BTC Markets analyst Charlie Sherry linked this dip to Bitcoin’s historical bull market patterns. Sherry remarked, “This correction is an opportunity for the market to consolidate gains and reduce leverage.” He suggested this movement could precede a major rally.

According to Polymarket data, Bitcoin has a 72% probability of surpassing $100,000 by the end of the year. Experts agree that this milestone is achievable, though short-term obstacles may arise.

CK Zheng, co-founder of ZX Squared Capital, echoed this optimism. Zheng stated, “This psychological resistance may lead some investors to take profits, but in the bigger picture, Bitcoin is likely to cross this threshold in a few months.”

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