Standard Chartered Predicts Bitcoin to Hit New All-Time High in 2025

Bitcoin's Upcoming Surge

Standard Chartered predicts Bitcoin will reach a new all-time high in the second quarter of 2025, driven by a strategic shift away from U.S. assets. Geoff Kendrick, Global Head of Digital Assets Research, highlights that this reallocation will trigger the next significant upswing in Bitcoin's price.

Price Targets and Key Drivers

Bitcoin is expected to rise from its current level near $95,000 to approximately $120,000 this quarter, with continued gains throughout the summer, reaching a year-end target of $200,000. Several factors support this outlook:

• U.S. Treasury Term Premium: At a 12-year high, this metric has historically correlated closely with Bitcoin's performance.
• ETF Flows: Recent shifts from gold to Bitcoin indicate changing investor perceptions of safe-haven assets.
• Whale Activity: Large investors (holding over 1,000 BTC) have been accumulating during recent price fluctuations, a pattern seen during past rallies.

Strategic Timing and Institutional Support

Kendrick emphasizes the importance of timing in Bitcoin investing, as returns often come in sharp bursts rather than steady climbs. Recent increases in U.S. and Asian buying, following President Trump's tariff reprieve, further bolster demand for non-U.S. assets like Bitcoin.

Looking ahead, institutional investors, including pension and sovereign wealth funds, are expected to increase their Bitcoin holdings, as indicated by upcoming 13F filings. Additionally, U.S. stablecoin legislation later this year could provide structural price support.

This confluence of factors positions Bitcoin for significant growth, with Standard Chartered highlighting the strategic opportunities for investors in the coming months.