Journalist
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Key Takeaways
Why should investors be bullish on Bitcoin?
The stablecoin reserves climbed higher, and the 25 bps rate cut could lead to more easing and even more capital inflows to BTC.
When can Bitcoin reach $150k?
A $150k target within 2025 is not unreasonable, as the cycle was not close to its extreme.
Bitcoin [BTC] was just 6.4% below its all-time high at $124.1k, formed on the 14th of August.
The FOMC decision to enact a 25 bps rate cut should enhance the risk appetite of investors and draw even more capital flow into Bitcoin and other crypto assets, such as Ethereum [ETH].
Over the past few days, Tether [USDT] has issued $3 billion in USDT. This saw the stablecoin reserves of Binance rocket to more than $42 billion. Of that, more than $10 billion was stacked in 2025, with September alone witnessing a $5 billion flow in.
This could be hugely impactful on the crypto market. It meant that this stablecoin could act as dry powder, ready to absorb risk or fuel rapid price gains. It was not just BTC that could rally, but the market as a whole, led by the most prominent crypto.
On the on-chain metrics side, massive BTC outflows, worth nearly $100 million from exchanges, showed more investors were accumulating with a mentality to HODL.
Is BTC’s $150K target conservative?
Source: BTC.D on TradingView
The Bitcoin Dominance could play out in a few scenarios in the coming months. The unlikely one is where BTC.D continued to fall, sinking toward the 40% level that accompanies the end of altseasons and the onset of the bear market.
Given the positive macroeconomic news and the continued addition of BTC to treasury reserves, it was unlikely that Bitcoin would lose pace to altcoins soon.
A more likely scenario is Bitcoin regaining bullish conviction and roaring higher in Q4 2025, and possibly into 2026. This can see BTC.D climb toward 71.5%, a sizable resistance from the past cycle.
This is what investors should be rooting for, as it would promise greater capital flows into altcoins later in the cycle.
Source: Checkonchain
The Bitcoin Cycle Extreme Oscillator would be one to watch in the coming months. When the SOPR, MVRV, Puell Multiple, and reserve risks close in on extreme levels, the cycle oscillator would begin firing.
At the time of writing, Bitcoin’s key metrics remained stable, suggesting a $150K move could happen without market overheating, making the target surprisingly reasonable.