The shift in sentiment toward BTC-linked products aligns with Trump’s pro-crypto agenda and election win.
Progress toward a US strategic BTC reserve could establish the US government as a BTC ‘HODLER.’ This would mitigate oversupply risk, further tilting the supply-demand balance in BTC’s favor.
BTC Price Outlook Tied to ETF Demand and SBR Progress
BTC price trends will likely depend on ETF flows, new BTC-linked product launches, and US government activity. Continued BTC-spot ETF market inflows, regulatory clarity, and progress toward an SBR could drive BTC toward $120k.
Conversely, any US government BTC transfers or a sharp fall in demand for BTC-spot ETFs may trigger oversupply concerns, potentially pulling BTC below $95k.
This week, the Fed interest rate decision, FOMC economic projections, and FOMC press conference need consideration. A hawkish Fed rate cut may temper…
