Bitcoin breaks through 100,000 USD as global macro favourable information drives the crypto assets bull run.

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The Crypto Assets market is brewing a new round of pump

The air is filled with a sense of change. The signals heralding the next round of Crypto Assets bull market are not unfounded; they are based on real and undeniable financial indicators. As an observer closely watching global market trends, I firmly believe we are on the brink of a strong rise in Crypto Assets (especially Bitcoin). Let’s delve into the reasons behind this.

From the global decline in interest rates to the increase in money supply, and then to the large-scale purchases by institutional investors, various factors are rapidly accumulating momentum. Bitcoin, with its core advantages, happens to be in a favorable position to benefit from these trends.

Let’s take a close look at the data and macro trends. If you are still hesitating and waiting, now might be your last chance to prepare.

The fundamentals of Bitcoin make it an ideal long-term asset

Bitcoin is not just another digital currency; it is a direct response to the flaws in the global financial system. In an era of endless money printing by governments, the supply of Bitcoin is forever capped at 21 million coins. This feature gives it a tremendous advantage.

Currently, the price of Bitcoin is around $104,500, having rebounded significantly since the bear market low in 2022. However, this seems to be just the beginning of a longer-term rise trend. Why? Because the world is gradually recognizing the importance of Bitcoin: a decentralized, anti-inflation value storage tool.

The U.S. government acknowledged this when it launched its strategic Bitcoin reserves in March 2025. This marks a significant shift in the government’s attitude towards Bitcoin—from “speculative asset” to “strategic macro hedging tool.”

Institutional investors are also following this trend. Now it is no longer just tech-savvy individual investors buying Bitcoin. Pension funds, insurance companies, and sovereign wealth funds are also quietly accumulating.

The global interest rate decline adds fuel to the bull market

We have officially entered a global easing cycle. Central banks around the world are competing to cut interest rates:

  • The European Central Bank recently lowered its key interest rate to 2%.
  • The Bank of Canada also lowered interest rates.
  • The U.S. Federal Reserve System is facing increasing pressure to cut interest rates.

A low interest rate environment will change investor behavior. When yields decline, the attractiveness of cash and bonds diminishes, and funds begin to flow into assets with greater pump potential - such as Crypto Assets.

During the past interest rate cut cycle, the price of Bitcoin soared. The dramatic increase in Bitcoin’s value during the low interest rate period of 2020-2021 is no coincidence. Today, history seems to be repeating itself, but with one significant difference: this time we have Bitcoin spot ETFs, institutional custody infrastructure, and a broader public awareness of Bitcoin.

Holding Bitcoin in an environment of declining interest rates is not only a speculative act but also a value-preserving strategy.

Global money supply is rapidly rising

Let’s talk about the money supply.

M2 represents the total amount of cash, savings, and other liquid assets in the economy. It is currently growing again. As of the second quarter of 2025, the global M2 supply is close to $93 trillion. In the United States alone, M2 has reached a new high of $21.93 trillion, a year-on-year increase of over 4%.

This is not just a number—it is a signal.

When the money supply expands, the purchasing power of fiat currency decreases. This is a basic principle of monetary economics. When cash depreciates, people begin to look for hard assets to protect their wealth. This is precisely when Bitcoin thrives.

Bitcoin is not just another risk asset. In a world of infinite fiat currency, its limited supply becomes more precious with every trillion dollars printed.

Institutions are steadily buying Bitcoin

The largest flows of capital in the world are often understated. And now, this capital is flowing into the Bitcoin market.

In just May 2025, the US spot Bitcoin ETF recorded a net inflow of $5.2 billion. These are not short-term speculators. These are institutions with a long-term vision, building their positions that they plan to hold for years.

Not just ETFs.

We see family offices, insurance companies, and even governments exploring direct holdings of Bitcoin. Some choose self-custody, while others rely on trusted custodians. But the result is the same: the demand for this scarce asset continues to rise.

This stable influx of funds will not trigger short-term speculation—but it is the foundation for sustainable long-term price appreciation.

The macro environment is fully bullish

Looking ahead, it’s hard not to remain optimistic about the future.

The following is the macro environment for in-depth development in 2025:

  • Interest rates decline, weakening fiat currency.
  • Expansion of money supply erodes cash value.
  • Institutions adopting increases bring legitimacy and capital.
  • From inflation to geopolitics, global uncertainty remains high.

Combining these factors, Bitcoin’s role as a hedge asset—like digital gold—is clearer than ever.

With the recent Bitcoin halving reducing the supply of new BTC in the market, we are facing a perfect storm of supply and demand. Demand is rising, supply is decreasing, and prices are reacting accordingly.

If Bitcoin stays above $100,000 and breaks through the resistance level of $112,000, the next target could be $120,000 or even higher.

Other Crypto Assets will follow in the footsteps of Bitcoin

Although I mainly focus on Bitcoin, the entire Crypto Assets ecosystem is also worth mentioning. Because when Bitcoin is on a strong pump, other coins often follow.

Ethereum price stays above $5800 with strong momentum:

  • Layer 2 scaling solutions are being widely adopted.
  • The total locked value ( TVL ) of decentralized finance ( DeFi ) is steadily recovering.
  • There are rumors that a spot ETH ETF will be launched, which could unleash huge institutional demand.

Historically, when Bitcoin’s dominance peaked, funds began to rotate into Ethereum, then to top altcoins, and finally to small potential coins. This is the pattern we saw in 2017 and 2021 - it is likely to repeat in 2025.

Therefore, if you are paying attention to the market, do not only look at the Bitcoin price - also pay attention to the flow of funds afterwards.

This is not the peak

The fact is - this is not a peak, but more like a midpoint. The next round of Crypto Assets bull market is not a question of “if” it will happen, but “when” it will happen.

The fundamentals are stronger than ever. The macro environment has aligned. Most people are still not fully aware of what is happening.

If you have been waiting for the perfect entry point, remember this: the best buying opportunity is during panic. The second-best time could be now - before the whole world catches on.

The market will progress in a wave-like manner. But if you look at the long term and position wisely, Bitcoin and Crypto Assets still offer life-changing pump potential.

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