According to @rovercrc, multiple factors are creating a bullish outlook for Bitcoin (BTC). A Coinbase Research report points to a constructive crypto market in the second half of 2025, fueled by stronger U.S. economic growth projections, as indicated by the Atlanta Fed’s GDPNow tracker, and significant regulatory progress, such as the GENIUS Act and the CLARITY Act. The report also notes that while corporate adoption is increasing demand, it introduces risks if firms fund crypto purchases with convertible debt. Separately, Matt Mena of 21Shares suggests that recent softer-than-expected U.S. inflation data could be a major bullish catalyst, putting a Bitcoin price of $200,000 by the end of this year "firmly in play." Mena argues that cooling inflation increases the likelihood of Federal Reserve policy easing, which could accelerate institutional investment and ETF inflows, reinforcing Bitcoin's role in global portfolios.

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 @rovercrc, analysis from Matt Mena of 21Shares indicates that softer-than-expected U.S. inflation data could be a major bullish catalyst for Bitcoin (BTC). Mena suggests that if BTC breaks out of the $105K-$110K range with conviction, it could move sharply to $120K, potentially reaching a $138.5K target by the end of summer, as cited in the report. With continued momentum, a Bitcoin price of $200K by the end of the year is now considered 'firmly in play', according to Mena. This optimistic outlook is supported by cooling inflation strengthening the case for Federal Reserve policy easing. Mena also noted that other bullish catalysts include sovereign and institutional adoption and impending stablecoin regulation, which could accelerate ETF inflows and reinforce Bitcoin's role in global portfolios.

According to @rovercrc, a softer-than-expected U.S. inflation report is acting as a major bullish catalyst for Bitcoin (BTC), with some analysts now forecasting a potential price of $200,000 by year-end. Matt Mena, a research strategist at 21Shares, stated that if BTC decisively breaks the $105K-$110K range, it could rapidly move towards $120K and hit a year-end target of $138.5K by the end of summer. Mena believes the favorable inflation data now puts a $200K BTC price 'firmly in play' for 2024. The cooling inflation has led traders to price in about two Federal Reserve rate cuts this year, which is typically positive for risk assets like Bitcoin. Further bullish momentum is attributed to sovereign and institutional adoption, alongside impending stablecoin regulation. Meanwhile, Vetle Lunde of K33 research anticipates a volatile July due to U.S. policies, but notes that contained crypto-leverage reduces the risk of a major market deleveraging. At the time of the analysis, BTC was trading around $108,381.

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 @KookCapitalLLC, a softer-than-expected U.S. inflation report has significantly improved the outlook for Bitcoin (BTC), with one analyst suggesting a price of $200,000 by year-end is now a distinct possibility. Matt Mena, a crypto research strategist at 21Shares, stated that the recent Consumer Price Index (CPI) data may act as a major bullish catalyst. Mena projects that if BTC decisively breaks out of the $105,000-$110,000 range, it could quickly move to $120,000 and potentially reach a $138,500 target by the end of the summer. The favorable CPI print, which showed a 0.1% increase against a forecasted 0.2%, has led traders to price in approximately two 25-basis-point Fed rate cuts this year. This macroeconomic tailwind, combined with increasing institutional adoption and impending stablecoin regulation, could accelerate ETF inflows, according to Mena. Following the news, Bitcoin surpassed $110,000 after U.S. spot ETFs recorded over $407.78 million in inflows. The rally extended to the broader market, with memecoins BONK and FARTCOIN surging over 20%, indicating heightened investor risk appetite. However, Alex Kuptsikevich, chief market analyst at FxPro, cautioned that while BTC may test its historical high of around $112,000, the upcoming U.S. employment report could pose a significant challenge.

According to @rovercrc, a softer-than-expected U.S. inflation report has significantly increased the probability of Bitcoin (BTC) reaching $200,000 by the end of the year. Matt Mena, a crypto research strategist at 21Shares, stated that the cooling consumer price index (CPI) data could be the catalyst that accelerates BTC's momentum, bringing a potential summer target of $138.5K forward by several months. The report has led traders to price in approximately two 25 basis point Fed rate cuts this year, strengthening the case for policy easing. Technically, Bitcoin is holding firm support above the $105,000 level after a recent dip, with analysis indicating high-volume accumulation in the $104,400–$104,500 zone and potential for further upside. Adding to the bullish sentiment, Jeff Park, Head of Alpha Strategies at Bitwise Asset Management, noted a cultural shift where younger investors now aspire to become 'wholecoiners'—owning at least one full Bitcoin—viewing it as a new form of prestige and long-term security.

According to @rovercrc, a combination of improving macroeconomic conditions, pending U.S. crypto regulation, and softer inflation data is creating a bullish outlook for Bitcoin (BTC). A Coinbase Research report highlights that stronger U.S. growth, with the Atlanta Fed’s GDPNow tracker at 3.8% QoQ, and corporate adoption are key tailwinds for the second half of 2025. The report also points to progress on crypto legislation like the GENIUS Act and CLARITY Act as a source of market stability. Separately, Matt Mena, a strategist at 21Shares, suggests that a recent softer-than-expected U.S. Consumer Price Index (CPI) report is a significant bullish catalyst. Mena states that if BTC breaks out of the $105K-$110K range, a move to $120K is possible, and a $200K price for Bitcoin by year-end is now 'firmly in play'. He adds that renewed institutional confidence and impending stablecoin regulation could further accelerate ETF inflows.

According to Matt Mena, crypto research strategist at 21Shares, the recent softer-than-expected U.S. inflation data could be a significant bullish catalyst for Bitcoin (BTC). Mena states that this development puts a $200,000 price for BTC by the end of the year "firmly in play." The analysis highlights that the Consumer Price Index (CPI) report, which showed a smaller increase than economists forecasted, strengthens the case for the Federal Reserve to ease its monetary policy later this year. Mena suggests that if BTC breaks out of the $105K-$110K range, it could move sharply to $120K and potentially reach their $138.5K target by the end of summer. This optimistic outlook is further supported by other factors, including sovereign and institutional adoption, upcoming stablecoin regulation, and increased activity from corporate Bitcoin treasuries, which could supercharge ETF inflows.

According to @rovercrc, recent U.S. inflation data has significantly improved the outlook for Bitcoin (BTC), with some analysts now seeing a path to $200,000 by the end of the year. Analysis from Matt Mena of 21Shares suggests the softer-than-expected Consumer Price Index (CPI) report is a major bullish catalyst, potentially accelerating price targets. Mena's analysis indicates that if BTC breaks the $105K-$110K range, a move to $120K is likely, with a year-end target of $138.5K possibly being reached months ahead of schedule. This optimism is fueled by traders increasing bets on Federal Reserve rate cuts this year, with a cut now fully priced in for October. Further supporting the long-term bullish case, the U.S. government is advancing plans for a Strategic Bitcoin Reserve. Legislative efforts, such as the BITCOIN Act from Senator Cynthia Lummis, aim to acquire 1 million BTC over five years, signaling potential for significant, sustained institutional and sovereign demand.

According to @burrytracker, Bitcoin (BTC) is positioned for a potential surge to a new all-time high, with some analysts now forecasting a price of $200,000 by the end of the year. This bullish outlook is supported by several factors, including softer-than-expected U.S. inflation data, which has increased expectations for Federal Reserve rate cuts, as cited by Matt Mena of 21Shares. The analysis also points to a record-high U.S. M2 money supply ($21.9 trillion) and warnings from figures like Ray Dalio about rising national debt, pushing investors toward assets like BTC. With U.S. equity markets already at record highs and July historically being a strong month for Bitcoin, the confluence of these macro tailwinds suggests significant upward potential for the cryptocurrency.

According to @MilkRoadDaily, a softer-than-expected U.S. inflation report is a significant bullish catalyst for Bitcoin (BTC), with one analyst now viewing a $200,000 price target by year-end as a distinct possibility. Matt Mena, a crypto research strategist at 21Shares, stated that the cooling consumer price index (CPI) strengthens the case for Federal Reserve policy easing later this year. Mena noted that if BTC breaks above the $105,000-$110,000 range with conviction, a move to $120,000 could follow, potentially reaching his $138,500 year-end target by summer. He added that if momentum continues, a $200,000 Bitcoin price is "firmly in play." Additional tailwinds supporting this outlook include a record $21.9 trillion U.S. M2 money supply, historical data showing July is a strong month for BTC with average gains of 7%, and concerns from figures like Ray Dalio about rising U.S. debt levels, which could drive capital into assets like Bitcoin.

According to @KookCapitalLLC, recent softer-than-expected U.S. inflation data has significantly boosted the outlook for Bitcoin (BTC). Matt Mena, a crypto research strategist at 21Shares, stated that the favorable Consumer Price Index (CPI) report could be a major bullish catalyst, bringing a $200,000 year-end price target for Bitcoin 'firmly in play'. Mena noted that a decisive breakout above the $105,000-$110,000 range could trigger a rapid move to $120,000. This momentum could also accelerate the timeline for their initial $138,500 year-end target, potentially reaching it by the end of summer. The cooling inflation, with the CPI rising only 0.1% last month against a 0.2% forecast, has increased trader expectations for Federal Reserve rate cuts this year, creating a favorable macro environment for assets like Bitcoin. Mena also highlighted other key drivers, including growing institutional and sovereign adoption, upcoming stablecoin regulation, and increased activity from corporate Bitcoin treasuries.

According to @MilkRoadDaily, a softer-than-expected U.S. inflation report is a significant bullish catalyst for Bitcoin (BTC), with some analysts now seeing a path to $200,000 by the end of the year. Matt Mena, a research strategist at 21Shares, stated that the cooling consumer price index (CPI) strengthens the case for Federal Reserve policy easing, which could unlock accelerated gains for BTC. Mena noted that if momentum builds, his firm's year-end price target of $138.5K could be reached by summer, putting the $200K target "firmly in play." This macroeconomic tailwind is compounded by increased institutional adoption and impending stablecoin regulation. Separately, a Coinbase Research report highlights a constructive outlook for the second half of 2025, citing stronger U.S. economic growth forecasts, expected Fed rate cuts, and significant progress in regulatory clarity with bills like the GENIUS Act and CLARITY Act. The report also notes that over 80 crypto ETF applications are currently under SEC consideration. At the time of the report, BTC was trading around $107,440.

According to @KobeissiLetter, a softer-than-expected U.S. Consumer Price Index (CPI) report has significantly increased the probability of Bitcoin (BTC) reaching $200,000 by the end of the year. The report cites 21Shares analyst Matt Mena, who states the cooling inflation, with CPI rising only 0.1% against a 0.2% forecast, could be a major bullish catalyst, potentially accelerating BTC's price targets. This macroeconomic tailwind has led traders to price in approximately two Federal Reserve rate cuts for this year, according to the source. Mena also highlighted renewed institutional confidence and upcoming stablecoin regulation as additional drivers that could supercharge ETF inflows. While a recent strong 10-year U.S. Treasury auction showed continued demand for government debt, the broader context of a national debt exceeding $36 trillion is viewed by some analysts as a long-term positive for Bitcoin as a hedge against fiscal instability.

According to @rovercrc, softer-than-expected U.S. inflation data has significantly improved the outlook for Bitcoin (BTC), with a year-end price target of $200,000 now considered 'firmly in play'. Matt Mena, a crypto research strategist at 21Shares, stated that the recent Consumer Price Index (CPI) report could act as a major bullish catalyst, potentially accelerating BTC's price trajectory. Mena noted that if Bitcoin breaks out of the $105,000-$110,000 range, a sharp move to $120,000 could follow, potentially reaching their $138,500 target by the end of summer. The cooling inflation data has also led traders to price in approximately two Federal Reserve rate cuts this year, which could further fuel the rally. Mena also highlighted that improving macroeconomic clarity, combined with institutional adoption and upcoming stablecoin regulation, could supercharge ETF inflows and solidify Bitcoin's role in global investment portfolios.

According to @MilkRoadDaily, a softer-than-expected U.S. consumer price index (CPI) report has significantly increased the likelihood of Bitcoin (BTC) reaching $200,000 by the end of the year. Matt Mena, a crypto research strategist at 21Shares, stated that the cooling inflation data serves as a major bullish catalyst, potentially bringing his firm's price targets forward by several months. Mena identified a key trading range, suggesting that if BTC breaks out of the $105,000-$110,000 zone with conviction, a rapid move to $120,000 could follow. The favorable inflation figures have led traders to price in approximately two 25-basis-point rate cuts from the Federal Reserve this year, further strengthening the case for risk assets like Bitcoin. Mena also noted that this macro tailwind, combined with increasing institutional adoption and forthcoming stablecoin regulation, could 'supercharge' ETF inflows and reinforce Bitcoin's position in global portfolios.

According to @MilkRoadDaily, a softer-than-expected U.S. inflation report has significantly boosted the outlook for Bitcoin (BTC), with an analyst from 21Shares, Matt Mena, stating that a $200,000 price by the end of the year is now 'firmly in play.' Mena suggests that the cooling Consumer Price Index (CPI) data strengthens the case for Federal Reserve policy easing, which could accelerate institutional inflows into Bitcoin. The analysis also points to BTC's resilience, holding firm above the key $104,000-$105,000 support zone. Separately, Jeff Park of Bitwise Asset Management highlights a growing cultural trend where owning one full Bitcoin is becoming a 'new American dream,' signaling a long-term conviction among younger investors that transcends short-term market volatility.

According to @rovercrc, the softer-than-expected U.S. consumer price index (CPI) data has significantly boosted the outlook for Bitcoin (BTC), with some analysts now seeing a path to $200,000 by the end of the year. Matt Mena, a crypto research strategist at 21Shares, stated that the cooling inflation may serve as a major bullish catalyst, potentially bringing a year-end price target of $138.5K forward by several months and putting a $200K price firmly in play if momentum builds. The CPI report, which showed a 0.1% rise last month against a 0.2% forecast cited by a Reuters survey, has led traders to price in roughly two 25-basis-point Fed rate cuts this year. Mena noted that this macro clarity, combined with institutional adoption and stablecoin regulation, could supercharge ETF inflows. Traders are now focused on upcoming events, including Fed Chair Jerome Powell's testimony and the core PCE data release, for further market direction. Chris Weston of Pepperstone suggested the Fed has reasons to consider a dovish shift, which would be bullish for risk assets like BTC.

According to @rovercrc, softer-than-expected U.S. inflation data has significantly strengthened the bull case for Bitcoin (BTC), with some analysts now seeing a path to $200,000 by the end of the year. Matt Mena of 21Shares stated that the cooling CPI print could be the catalyst that accelerates BTC's momentum, adding that if momentum builds, a $200K price by year-end is 'firmly in play'. Further supporting this outlook, Andre Dragosch of Bitwise pointed to the falling U.S. dollar index as 'very bullish' for Bitcoin's growth. The analysis also highlights a strong 90-day correlation of 0.80 between BTC and AI chipmaker Nvidia (NVDA), which recently hit a new record high, signaling continued risk-on appetite in related tech sectors. Additionally, traditional market indicators like a steepening yield curve and falling consumer confidence are presented as potential recession cues that could enhance Bitcoin's role in global portfolios.