Standard Chartered Maintains $200K Bitcoin Forecast
2025/07/02 17:30- Bitcoin could reach $200 by December
- ETFs and treasuries increase demand for BTC
- Macro policies reinforce bitcoin’s rise
Standard Chartered reiterated its projection that bitcoin could reach $200.000 by the end of 2025, supported by a combination of structural factors. Among them, the significant increase in flows into spot ETFs, the intensification of demand from corporate treasuries and a political environment more aligned with the appreciation of crypto assets.
JUST IN: 🇺🇸 $1.1 trillion Standard Chartered predictions # Bitcoin to hit $200,000 this year 🚀 pic.twitter.com/OA62ZdGF6I
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According to Geoffrey Kendrick, the bank’s global head of digital asset research, BTC is expected to reach $135.000 by the end of the third quarter and, with continued institutional inflows, reach the target value of $200.000 by December 31. The forecast nearly doubles the market price of $107.800 recorded last Wednesday.
The report notes that in the second quarter alone, ETFs and treasuries accumulated around 245.000 BTC. Kendrick projects that this volume will be surpassed in the second half of the year, with companies following strategies similar to MicroStrategy. Even as MSTR purchases slowed, other institutional buyers added more than 56.000 bitcoins to the portfolio, signaling greater diversification in demand.
The analysis also highlights the positive effects of geopolitical tensions, which have driven inflows into Bitcoin ETFs above those of gold ETFs, strengthening BTC as a macroeconomic hedge asset. In addition, short positions in Chicago futures have remained stagnant, leaving buying pressure largely unhedged.
The bank argues that price behavior in this phase no longer follows the pattern of post-halving cycles. The consistent inflow of capital via ETFs and corporate bonds creates a new dynamic, supporting prices even after historical peaks.
Kendrick also considers three political factors that could accelerate the appreciation: a possible early change in the leadership of the Federal Reserve by President Donald Trump, the approval of the GENIUS legislative proposal for stablecoins in the US and the expansion of sovereign bond purchases by large funds, evidenced in the recent 13F data.
With these elements in synergy, Standard Chartered believes that bitcoin could end 2025 with the biggest nominal jump in dollar terms in its history.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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