According to @GracyBitget, Bitcoin’s price is now primarily driven by US liquidity and spot Bitcoin ETF inflows, reflecting heightened institutional dominance and Wall Street pricing power over BTC price action. Source: @GracyBitget (Nov 10, 2025). She adds that capital from Europe, the Middle East, and Asia is rotating into gold and equities, aligning with this year’s strength in gold, US AI-related stocks, and China’s equity index rather than BTC. Source: @GracyBitget (Nov 10, 2025). Looking ahead, she identifies two catalysts: the anticipated November end of the US government shutdown (with Polymarket’s market indicating Nov 14) and a potential December Fed shift to halt balance-sheet reduction and start a rate-cut cycle. Source: @GracyBitget (Nov 10, 2025); Polymarket (as cited by @GracyBitget). If both conditions are met, she argues BTC, as a highly liquidity-sensitive asset, could push toward $150,000 in Q4 2025 or Q1 2026, consistent with her earlier $130K–$200K range. Source: @GracyBitget (Nov 10, 2025). Trading takeaway: prioritize US spot Bitcoin ETF net flow trends, Fed balance-sheet and rate-path signals, and the shutdown resolution timeline as near-term catalysts for BTC volatility and direction under this framework. Source: @GracyBitget (Nov 10, 2025). Risk to view: a prolonged shutdown or a Fed that maintains QT and delays cuts would undermine the setup outlined. Source: @GracyBitget (Nov 10, 2025).

According to Francisco Rodrigues, Bitcoin (BTC) rose to around $106,000 as President Trump delayed U.S. military action in the Israel-Iran conflict, reducing immediate geopolitical uncertainty based on Polymarket data showing intervention odds dropping to 40% from 70%. AJ Bell analyst Dan Coatsworth, via Yahoo Finance, highlighted that the two-week hiatus maintains market sensitivity, while Glassnode noted subdued on-chain activity reflecting institutional dominance, and CryptoQuant's report warned BTC could fall to $92,000 if demand doesn't rebound, citing a 60% decline in ETF flows since April and slowed whale buying.

According to Miles Deutscher, retail participation in the cryptocurrency market is currently at its lowest level in years, driven by significant losses during the 2021 market downturn and further exacerbated by events such as the UST and FTX collapses. Recent sharp declines in meme tokens and speculative projects in late 2024 have also deterred retail traders, leading to reduced liquidity and lower volatility in the crypto market. This trend suggests institutional dominance is increasing, which can result in less price support and higher risk for retail entrants (source: Miles Deutscher on Twitter, June 9, 2025).

According to @FarsideUK, June 2025 saw a notable increase in BlackRock's dominance within the Bitcoin ETF space, raising concerns about centralization and its effect on market dynamics. This trend was highlighted by @BitMEXResearch, who retweeted the analysis, emphasizing that the growing influence of BlackRock may signal reduced decentralization in the Bitcoin ecosystem. Traders are advised to monitor $BITB and $HODL ETF performance closely as institutional concentration could impact liquidity, volatility, and mid-term trading strategies (Source: @FarsideUK on Twitter, June 1, 2025).