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Bitcoin has fallen from new highs, but Bulls still target $ 150k


Key Takeaways:

  • More than $ 3.5 billion in ETF weekly flow and a 5-year-old exchange balances highlight updated institution trust in Bitcoin.

  • Healthy futures open interest and continue to adopt the BTC which suggests that entrepreneurs expect Bitcoin to challenge $ 150,000 as soon as possible.

Bitcoin (Btc) Saw a 4.2% correction on Tuesday after reaching a $ 126,219 throughout the time high on the previous day, one step somewhat expected following a 12.5% ​​weekly benefit. While entrepreneurs are afraid of a deeper pullback amid the growing uncertainty in the global economic perspective, the derivatives of Bitcoin and institutional flows are still pointing to more reversal.

Bitcoin 2-month futures annualized premium. Source: Laevitas.CH

Bitcoin Monthly futures is trading in an 8% annual premium compared to regular area markets, which sit comfortably within a neutral 5% to 10% range. Periods of excessive confidence often push this spread above 20%, reflecting increased demand for leveraged bullish positions. In contrast, bearish markets usually pull the indicator below 5% or even in negative territory – obviously not the case today.

At first glance, the lack of confidence of entrepreneurs may arise, but it really reduces the risk of cascading fluids if the price of bitcoin is still sinking. Furthermore, the data strongly suggest that the rally after $ 109,000 retest On September 26 it was driven by real flows instead of speculation. The longer Bitcoin holds above $ 120,000, the stronger the bulls convince.

Institutional flowing and corporate reserves strengthen the Bitcoin market position

Institutional adoption continues to favor bitcoin, cementing its role as digital gold. Regardless when it reached a new all-time high, Bitcoin had already gained 31% year-to-date in 2025, with a far-reaching 14% increase of S&P 500. Net Flow in Listed Bitcoin Products remains a reliable size of interest in the institutional.

Weekly ETF / ETP Net Flow by Asset, USD Million. Source: Coinhares

The $ 3.55 billion in the weekly net inflows in products exchanged by Bitcoin, including ETFs, pushed total properties under management of $ 195.2 billion, a clear sign of the growing institutional adoption. For the comparison, the listed instruments supported by Silver, with a market capitalization that is very similar to Bitcoin’s, which is currently about $ 40 billion.

Bitcoin investment companies As the approach and metaplanet continue to purchase BTC as a reserve of owner, its status is strengthened as an independent type of owner. The Brazil company Oranjebtc began trading in the stock market on Tuesday after accumulating 3,675 BTCs, worth more than $ 445 million in current prices.

Bitcoin Exchange reserves fall into a 5-year low

Bitcoin balance in exchange, BTC. Source: Glass node

Bitcoin deposits in exchanges have dropped to their lowest levels for more than five years, which has signed a reduced supply available for immediate sale. Glassnode estimates the total exchange balance to 2.38 million BTC, down from 2.99 million a month before. Although large buyers can still access the supply through over-the-counter (OTC) desks, the denial of balances in exchanges points toward continuous accumulation.

Deposits of Bitcoin and Derivatives Market ‘Resilience Favor Bullish Momentum

Bitcoin futures are combined -with open interest, USD. Source: Coinglass

Bitcoin Futures opens interest to major exchanges currently standing at $ 72 billion, down 2% from Monday but still at a stable level. A deep and liquid Derivatives market It is important for attracting flows from global fence funds and asset allocators, even with demand for short positions.

The bullish momentum of bitcoin may depend on reduced risks of excessive stock market values. Businessmen dumped Oracle (ORCL) sharing on Tuesday after Report The company has been revealed to the contraction of cloud server business margins, especially Nvidia-based rentals that serve artificial intelligence sectors.

Although a short-term integration $ 150,000 or more by the end of the year.

This article is for general information purposes and is not intended to be and should not be done as legal or investment advice. The views, attitudes, and opinions expressed here are unique and do not necessarily reflect or represent the views and opinions of the cointelegraph.