Bitcoin Poised for Rally, Analysts Predict New All-Time Highs

Summers Rally: Anticipation Builds for Significant Bitcoin Price Action

Analysts from Bitwise, FRNT, 10x Research, and CEX.IO suggest Bitcoin may be on the verge of another price surge, driven by seasonal activity, altcoin reallocation, institutional investment, and easing geopolitical strains.

Contents

Bitcoin Poised for Rally, Analysts Predict New All-Time Highs Summers Rally: Anticipation Builds for Significant Bitcoin Price Action Strong Trader Optimism Defying the July Lull?Ethereum Holds Gains Amid Hype What We’re Reading Crypto Market Movers

Markus Thielen, CEO of 10x Research, indicated Bitcoin could reach $116,000 “in the coming weeks.” Bitwise anticipates a Bitcoin rally, potentially hitting $136,000 by July.

Strong Trader Optimism

Market participants reflect this bullishness. On derivatives platform Deribit, traders have favorably positioned their bets, with 67% of calls contingent upon an $112,000 price level on July 25th.

Observable buying intensity on CryptoQuant has reached a 2025 record. Similarly, the probability of Bitcoin setting a new record high before August surged to 78% on prediction market Polymarket, with a 90% chance of a record before October.

Defying the July Lull?

The optimistic sentiment contrasts with the notion of a mid-year market slowdown. Thielen’s research challenges the perception of a July lull, highlighting a 10% average monthly return over July in seven out of ten preceding years, suggesting a new record could be reached by early August.

Geoffrey Kendrick of Standard Chartered expects the second half of 2025 to be “Bitcoin’s best ever in dollar terms,” fueled by increased ETF adoption and the U.S. stablecoin bill. Factor in potential U.S. Federal Reserve term changes, which influence interest rate expectations.

CEX.IO’s Illia Otychenko cites massive capital shifting (estimated $64 billion) from altcoins to Bitcoin in Q3 as another bullish factor, potentially spiking Bitcoin dominance.

Ethereum Holds Gains Amid Hype

Later this period, Ethereum climbed 6.3% to reach a trading level of $2,603. Hashflow expected this growth pattern could continue due to Layer 2 scaling improvements and the anticipation surrounding the upcoming Bitcoin halving, scheduled for April 2024.