Lucía Peña
Bitcoin has officially entered the top five global assets by market capitalization, as its price hit a record high of approximately $122,500 early Monday morning. The leading cryptocurrency now commands a market cap of $2.407 trillion, surpassing tech giants Amazon, Google, and even Silver, based on the latest data from CompaniesMarketCap.
At the top of the list, Gold remains the largest asset globally with a market value of $22.64 trillion, followed by NVIDIA, Microsoft, and Apple.
ETF Inflows and Policy Support Power Bitcoin’s Climb
According to Vincent Liu, CIO of Kronos Research, this isn’t just a speculative rally. “This rally is infrastructure-driven,” Liu explained. “ETF inflows, Washington’s evolving stance on crypto policy, and improving macro liquidity are converging to fuel Bitcoin’s upward momentum.”
Recent data from SoSoValue confirms this institutional appetite: over $16 billion has flowed into U.S. spot Bitcoin ETFs, driven by consistent weekly inflows.
In parallel, lawmakers in the U.S. are expected to debate crucial crypto legislation during “Crypto Week.” Key proposals like the CLARITY Act and GENIUS Act could further enhance regulatory clarity, adding to investor confidence.
Analysts Predict $150K BTC Possible by Year-End
Liu suggests that if current conditions persist—strong ETF demand and expectations of a Fed rate cut—Bitcoin could potentially surge to $130K–$150K before the end of the year. However, he also notes that “retail participation will be crucial” in determining the rally’s speed and sustainability.
Eugene Cheung, CCO of OSL Exchange, echoed similar sentiment, projecting that Bitcoin could reach up to $150,000 by the end of 2025 if momentum continues.
Risks Still Remain Amid Retail Hesitancy
Despite the bullish backdrop, Liu warned that Bitcoin’s biggest short-term vulnerability lies in “weak retail conviction.” Any disruption in ETF inflows or unexpected policy setbacks could stall the ongoing macro-driven uptrend, he added.
