According to @CryptoMichNL, the cryptocurrency market experienced a broad rally as traders shifted focus to institutional developments. Bitcoin (BTC) rose 3.1% to trade at $108,600, propelled by news of JPMorgan filing a trademark for digital asset services. Similarly, XRP gained 6-7% following reports that asset manager Purpose is set to launch a spot XRP exchange-traded fund (ETF) in Canada. Despite strong altcoin performance, Nansen research analyst Nicolai Søndergaard cautioned that a true altcoin season is not yet here, stating that BTC still leads the market. From a technical perspective, Bitfinex analysts noted that last week's sell-off resembled past capitulation events, suggesting a potential local bottom if BTC can maintain the $102,000-$103,000 support zone. Traders are now closely watching the upcoming Federal Reserve meeting, with Swissblock analysts anticipating significant market volatility based on Chairman Powell's remarks.

According to @lookonchain, analyst Markus Thielen of 10x Research reports that political pressure on the U.S. Federal Reserve, notably from Donald Trump demanding rate cuts, has directly contributed to a massive $15 billion inflow into spot Bitcoin (BTC) ETFs since late April 2025. Thielen's analysis suggests this sustained capital influx is forcing previously hesitant traders to chase the upside, as seen in the derivatives market with high demand for $130,000 call options. This trend, coupled with strong historical seasonality for BTC in July and a supportive macro environment, has helped push Bitcoin to a new record high near $112,000, indicating potential for further gains.

According to @GreeksLive, Bitcoin (BTC) is demonstrating resilience, holding near $108,700 despite macro pressures from U.S. tariff threats, a trend HashKey Capital's Han Xu believes shows long-term investor confidence. However, the market exhibits significant indecision, with FxPro’s Alex Kuptsikevich noting that sellers are active near the $110,000 resistance level while dip buyers support the 50-day moving average. This choppiness persists even as crypto ETFs see record inflows, with CoinShares reporting a 12th consecutive week of net inflows totaling nearly $1 billion, pushing total ETF assets under management to an all-time high of $188 billion. Despite strong inflows into Bitcoin, Ether (ETH), Solana (SOL), and XRP products, analysts warn of a potential 'summer lull,' citing data from The Block and Glassnode that shows on-chain activity and implied volatility have fallen to two-year lows. Traders are now focused on the upcoming U.S. Federal Reserve meeting, with analysts like Jeff Mei of BTSE expecting rates to hold steady, while Augustine Fan of SignalPlus suggests a subtle dovish pivot could be on the horizon.

According to @rovercrc, analysis from Matt Mena, a crypto research strategist at 21Shares, indicates that softer-than-expected U.S. inflation data has put a Bitcoin (BTC) price of $200,000 firmly in play for year-end 2024. Mena stated that the recent Consumer Price Index (CPI) report, which showed cooling inflation, serves as a major bullish catalyst. He suggests that a convincing breakout for BTC above the $105,000-$110,000 range could trigger a rapid move to $120,000. This positive macroeconomic development, which increases the likelihood of Federal Reserve rate cuts, could accelerate Bitcoin's price trajectory significantly. Mena also noted that growing institutional adoption, impending stablecoin regulation, and increased ETF inflows are additional factors reinforcing this bullish outlook for Bitcoin.

According to @rovercrc, the U.S. Federal Reserve has maintained its benchmark interest rates at 4.25%-4.50%, a move that was widely anticipated by the market. The Fed's latest projections indicate lowered economic growth (GDP at 1.4%) and higher inflation (Core PCE at 3.1%) for the year. While policymakers still foresee 50 basis points in rate cuts for 2025, they project a slower pace of easing in subsequent years, as per the official press release. Bitcoin (BTC) showed minimal reaction, holding around $104,200 following the decision. Traders are now focused on two major upcoming events: Fed Chair Jerome Powell's testimony and the release of the Core PCE price index. Analysts at ING suggest that clarity on inflation may not come until December, potentially leading to a single 50bp rate cut this year if the job market weakens. Conversely, Chris Weston of Pepperstone noted that dovish signals during Powell's testimony could fuel risk-taking and benefit BTC.

According to @FarsideUK, Bitcoin (BTC) has pulled back slightly after touching $108,000, but underlying bullish momentum continues, supported by significant institutional adoption and favorable macroeconomic signals. Key positive developments include the Federal Housing Finance Agency directing Fannie Mae and Freddie Mac to consider cryptocurrency holdings for mortgage applications and a Federal Reserve plan to overhaul bank capital requirements, which is seen as beneficial for risk assets like crypto, according to the source. FxPro analyst Alex Kuptsikevich noted that the total crypto market capitalization is approaching a critical volatility threshold of $3.40–$3.55 trillion, which has previously activated sellers. Trading data shows spot BTC ETFs recorded a net inflow of $548 million, marking 12 consecutive days of positive flows, as reported by Farside Investors. In other token-specific news, SEI has surged 50% in a week, driven by its selection as a settlement layer for Wyoming's state-backed stablecoin pilot, an upcoming airdrop, and strong spot-led buying, as detailed by Shaurya Malwa.

According to @rovercrc, the recent softer-than-expected U.S. Consumer Price Index (CPI) data is a significant bullish catalyst for Bitcoin (BTC). Matt Mena, a crypto research strategist at 21Shares, stated that this development puts a $200,000 price target for Bitcoin by year-end "firmly in play." Mena suggests that a clear breakout for BTC above the $105,000-$110,000 range could lead to a swift move toward $120,000. The cooling inflation data also strengthens the case for the Federal Reserve to implement policy easing, such as rate cuts, which is typically favorable for scarce assets like Bitcoin. Separately, Vetle Lunde, head of research at K33, anticipates a potentially volatile July for BTC, driven by U.S. policy events including a proposed expansionary budget bill and tariff deadlines. However, Lunde notes that leverage in the crypto market remains contained, which favors a strategy of maintaining spot exposure.

According to @rovercrc, the U.S. Federal Reserve has maintained its benchmark interest rates at 4.25%-4.50%, a widely anticipated move. Despite holding rates steady, the Fed's updated economic projections signal a more hawkish stance, with fewer rate cuts now expected in 2026 and 2027 than previously projected. The source's report highlights that policymakers also lowered their 2024 GDP growth forecast to 1.4% and raised their inflation projections, with PCE inflation now expected to be 3%. In the immediate aftermath of the announcement, Bitcoin (BTC) showed little reaction, with its price remaining stable around $104,200, according to the provided text. Traders are now awaiting further commentary from Fed Chair Jerome Powell for more detailed insights into future monetary policy, which could introduce volatility to the crypto markets.

According to @rovercrc, a recent analysis from Matt Mena, crypto research strategist at 21Shares, suggests that a softer-than-expected U.S. inflation report has put a $200,000 price target for Bitcoin (BTC) by the end of the year 'firmly in play.' Mena stated that the favorable Consumer Price Index (CPI) data could act as a major bullish catalyst, potentially accelerating Bitcoin's price trajectory. He outlined a scenario where a convincing breakout above the $105,00-$110,000 range could trigger a rapid move to $120,000 and help BTC reach a $138,500 target by the end of summer. The cooling inflation, with the CPI rising only 0.1% last month against a 0.2% forecast, has led traders to price in approximately two Fed rate cuts for this year, according to the source. Mena also noted that this macroeconomic tailwind combines with other bullish factors, including growing sovereign and institutional adoption, upcoming stablecoin regulation, and increased activity from corporate Bitcoin treasuries, which could supercharge ETF inflows and strengthen Bitcoin's role in global investment portfolios.

According to @MilkRoadDaily, despite Bitcoin's (BTC) volatility trending lower during the summer months, creating what NYDIG Research calls a 'relatively inexpensive' opportunity for options traders, the market has seen a significant rally. This rally pushed BTC price up 3.1% to $108,600, driven by positive institutional news, including a JPMorgan trademark application for digital asset services and the planned launch of a spot XRP exchange-traded fund in Canada by asset manager Purpose. This news also fueled gains in altcoins, with XRP and Chainlink (LINK) surging 6-7%. However, Nansen research analyst Nicolai Søndergaard suggests it is not yet an 'altcoin season,' as BTC's performance remains the primary market trigger. Bitfinex analysts noted that if BTC can maintain the $102,000-$103,000 support level, it could signal that selling pressure is being absorbed and prime the market for recovery, with all eyes now on the Federal Reserve's upcoming policy decisions for future volatility cues.

According to @StockMKTNewz, Bitcoin (BTC) surged past $108,600, a 3.1% increase, as market focus shifted to institutional developments ahead of the Federal Reserve's meeting. The rally was supported by news that JPMorgan filed a trademark for digital asset services and that asset manager Purpose plans to launch a spot XRP exchange-traded fund (ETF) in Canada. This news helped propel XRP and Chainlink (LINK) to gains of 6-7%. Despite the broad altcoin rally, Nansen research analyst Nicolai Søndergaard stated that Bitcoin continues to lead the market and a sustained altcoin season is not yet apparent. From a technical standpoint, Bitfinex analysts noted that recent selling pressure resembled past capitulation events that often mark local bottoms, highlighting the $102,000-$103,000 zone as a critical support level for BTC. Looking ahead, analytics firm Swissblock emphasized that Federal Reserve Chair Powell's commentary, rather than the rate decision itself, will be the primary driver of market volatility.

According to @Andre_Dragosch, the U.S. Federal Reserve maintained its benchmark interest rate at 4.25%-4.50% as expected, but signaled a more hawkish stance for the future. The Fed's updated projections indicate fewer rate cuts in 2026 and 2027, coupled with forecasts for weaker GDP growth at 1.4% and higher PCE inflation at 3.0% for the current year. Following this announcement, Bitcoin (BTC) showed little immediate change, trading around $104,200. Subsequently, a surprisingly strong June jobs report, which showed 147,000 new payrolls against a 110,000 forecast and a drop in the unemployment rate to 4.1%, further dampened expectations for imminent rate cuts. This robust economic data caused a modest dip in Bitcoin's price to just under $109,000. In response to the strong employment figures, traders on the CME FedWatch tool increased the probability of the Fed holding rates steady in July to 95%, while the likelihood of a rate cut by September decreased.

According to @TATrader_Alan, a confluence of positive macroeconomic data, increasing institutional adoption, and advancing regulatory clarity is setting a constructive stage for crypto markets. A Coinbase Research report highlights an improved U.S. economic outlook, with the Atlanta Fed’s GDPNow tracker at 3.8%, as a key driver for a potential Bitcoin (BTC) rally in the second half of 2025. This sentiment was bolstered by market movements, with BTC climbing 3.1% to over $108,600. The rally was fueled by institutional developments, including a JPMorgan trademark application for digital asset services and news that asset manager Purpose will launch a spot XRP ETF in Canada, which contributed to XRP's 6-7% gain. Despite the broad rally, Nansen research analyst Nicolai Søndergaard cautions that an 'altcoin season' is not imminent, as BTC's performance remains the primary trigger for altcoin movements. From a technical standpoint, Bitfinex analysts noted that recent market action resembled past 'capitulation-style setups,' identifying the $102,000-$103,000 zone as a critical support level for BTC. Traders are now keenly awaiting the Federal Reserve's upcoming meeting, with Swissblock anticipating market volatility based on Chair Jerome Powell's commentary.

According to @CryptoMichNL, Bitcoin (BTC) is positioned to reach a new all-time high, supported by favorable macroeconomic conditions. The analysis highlights that softer-than-expected U.S. inflation data, a record U.S. M2 money supply, and soaring equity markets are driving capital into riskier assets like BTC. The report cites Matt Mena of 21Shares, who suggests the cooling Consumer Price Index (CPI) could be a major bullish catalyst, putting a $200,000 price target for Bitcoin by year-end "firmly in play." Additional factors supporting this outlook include historical price strength for BTC in July and concerns over rising U.S. national debt, as noted by Ray Dalio. Following the CPI report, traders have increased their expectations for Federal Reserve rate cuts this year.

According to @rovercrc, weaker-than-expected U.S. inflation data has provided a significant bullish catalyst for Bitcoin (BTC), with some analysts now seeing a year-end price of $200,000 as a distinct possibility. Matt Mena of 21Shares stated that the cooling CPI print could accelerate BTC's momentum, potentially bringing a summer price target of $138.5K forward by several months. The report indicated a 0.1% rise in the consumer price index, below the 0.2% forecast, leading traders to price in approximately two Fed rate cuts for this year. This macroeconomic tailwind is compounded by other factors, including a record $21.9 trillion U.S. M2 money supply, which Bridgewater Associates founder Ray Dalio noted is part of a trend of rising national debt that could push investors toward assets like Bitcoin. With BTC trading near $109,000 and positive July seasonality, market conditions appear favorable for a potential surge to new all-time highs.

According to @caprioleio, Bitcoin (BTC) is poised to challenge its all-time high, recently trading above $108,600, propelled by strong macroeconomic tailwinds including record-high U.S. equity indexes and a surging M2 money supply, which now stands at a record $21.9 trillion. Hedge fund founder Ray Dalio highlighted rising U.S. government debt as a factor pushing investors toward assets like BTC. The market rally was further fueled by institutional developments, such as JPMorgan filing a trademark for digital asset services and asset manager Purpose preparing to launch a spot XRP exchange-traded fund (ETF) in Canada, which caused XRP to gain 6-7%. From a technical standpoint, Bitfinex analysts identified the $102,000-$103,000 range as a critical support zone for BTC, suggesting a potential market bottom if this level holds. However, Nansen analyst Nicolai Søndergaard noted that despite altcoin outperformance, the market is still led by BTC and a true altcoin season has not yet begun. Traders are now focused on the upcoming Federal Reserve meeting, with Swissblock analysts anticipating significant volatility based on Chairman Powell's remarks.

According to @StockMKTNewz, while Bitcoin (BTC) and Ether (ETH) have shown resilience amid geopolitical tensions, institutional adoption continues to accelerate, with JPMorgan filing for a crypto platform and Strategy acquiring over 10,100 BTC. Analyst firm BRN notes a structural shift in market leadership towards institutions, maintaining a high-conviction view that prices will grind higher in 2025 due to strong demand and an asymmetric risk/reward that favors staying invested. On the Ethereum front, Bitwise CIO Matt Hougan predicts that spot Ethereum ETFs could see explosive growth in the second half of 2025, driven by the compelling narrative of stablecoins and tokenized stocks moving onto the Ethereum network. For traders, Bitcoin's 50-day simple moving average is a key support level to watch, while caution is advised ahead of Wednesday's Federal Reserve rate decision.

According to @Pentosh1, softer-than-expected U.S. inflation data has put a Bitcoin (BTC) price of $200,000 by year-end 'firmly in play,' a view highlighted by 21Shares analyst Matt Mena. The U.S. Labor Department reported that the Consumer Price Index (CPI) rose just 0.1% last month, below the 0.2% forecast, which has increased trader expectations for Federal Reserve rate cuts this year. Mena suggests that if BTC breaks the $105K-$110K range, it could move to $120K and potentially hit $138.5K by the end of summer. The market rebound, with BTC trading near $109,429, was also supported by a new U.S.-Vietnam trade deal and the strong launch of the REX-Osprey Solana + Staking ETF (SSK). However, Vetle Lunde of K33 research warns that July could be a volatile month for crypto due to looming U.S. fiscal policies and tariff deadlines, though he notes that contained market leverage favors maintaining spot exposure.

According to @rovercrc, the cryptocurrency market has rallied, with Bitcoin (BTC) rising 3.1% to trade at $108,600, driven by positive institutional developments. The surge is fueled by news that JPMorgan filed a trademark for digital asset services and that asset manager Purpose is set to launch a spot XRP exchange-traded fund in Canada, which caused XRP to gain between 6-7%. Despite a broad altcoin rally, Nansen research analyst Nicolai Søndergaard suggests a true altcoin season is not imminent, stating that "BTC has mostly served as a trigger for altcoins." From a technical perspective, Bitfinex analysts noted that last week's price action resembled "past capitulation-style setups that often mark local bottoms," suggesting a potential recovery if BTC holds the $102,000-$103,000 support zone. Traders are now focused on the upcoming Federal Reserve meeting, where Swissblock analysts anticipate "whiplash trading" depending on Chair Powell's remarks.

According to Matt Mena, a crypto research strategist at 21Shares, the recent softer-than-expected U.S. inflation report is a significant bullish catalyst that could propel Bitcoin (BTC) to $200,000 by the end of the year. Mena stated that if current momentum continues, this year-end target is 'now firmly in play.' He also noted that a decisive breakout above the $105,000-$110,000 resistance level could trigger a rapid move to $120,000. Mena explained that cooling inflation, as shown by the latest Consumer Price Index (CPI) data, strengthens the case for the Federal Reserve to implement rate cuts, an environment in which Bitcoin is 'built for.' This positive macroeconomic signal, combined with growing institutional adoption and clearer stablecoin regulation, is expected to accelerate capital flows into Bitcoin ETFs.