According to @GracyBitget, BTC price action is now primarily dictated by US domestic liquidity, with Wall Street-led institutional flows via spot BTC ETFs increasingly setting direction (source: @GracyBitget; Forbes). She adds that capital from Europe, the Middle East, and Asia tends to favor gold and equities, which she argues helps explain this year’s strength in gold, US AI stocks, and China’s STAR 50 index (source: @GracyBitget). As a near-term catalyst, she points to Polymarket odds that the US government shutdown could end around Nov 14, which would restore fiscal outlays and ease liquidity pressure (source: @GracyBitget citing Polymarket). She further argues that if the Federal Reserve halts quantitative tightening in December and begins a rate-cut cycle, BTC should be among the first risk assets to benefit due to its high sensitivity to liquidity (source: @GracyBitget). On targets, she reiterates that once fiscal spending resumes and the Fed turns dovish, BTC can exceed $130,000 and attempt $150,000–$200,000, framing the timing as this Q4 or next Q1 (source: @GracyBitget). She discloses a fully allocated crypto position while noting NFA, underscoring conviction in a new BTC all-time high if liquidity pivots as outlined (source: @GracyBitget).

According to @caprioleio, BTC printed a bullish weekly close, while macro indicators are turning risk-on for crypto (source: @caprioleio on X). He cites Polymarket pricing a 90% probability that the US government shutdown ends this week, a potential sentiment tailwind for risk assets (source: Polymarket odds, via @caprioleio). He also notes the Federal Reserve signaling an aggregate 100 bps of rate cuts over the next 18 months and confirming plans to grow its balance sheet, both supportive for liquidity-sensitive assets like BTC (source: Federal Reserve communications, via @caprioleio). Edwards highlights equities sitting in extreme fear on the Fear & Greed benchmark, indicating washed-out positioning (source: CNN Business Fear & Greed Index, via @caprioleio), and observes a bullish skew in the equity put/call ratio, a classic contrarian buy signal (source: CBOE options data, via @caprioleio). Taken together, these signals support a near-term bullish bias for Bitcoin price action (source: @caprioleio).

According to the source, BTC hit a new all-time high above $125,000, according to CoinMarketCap pricing on Oct 6, 2025, source: CoinMarketCap. Polymarket bettors priced a 73% chance that a U.S. government shutdown lasts until Oct 15 or later, according to Polymarket market data on Oct 6, 2025, source: Polymarket. Grayscale said it is offering staking via U.S. spot crypto exchange-traded products and described the move as a first for the category, according to a Grayscale company announcement, source: Grayscale.