Standard Chartered has halved its 2025 Bitcoin price target to $100,000, citing the end of corporate buying and slowing ETF inflows. This adjustment reflects a recalibration of demand, with Bitcoin trading at $90,600 amid limited catalysts for upward movement.
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End of corporate Bitcoin accumulation: Firms like those led by aggressive treasuries have paused major purchases, shifting reliance to ETFs.
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ETF inflows have slowed sharply, with current quarterly purchases at 50,000 BTC, the lowest since U.S. spot Bitcoin ETFs launched.
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Long-term forecast remains $500,000 by 2030, up from a previous 2028 timeline, per Standard Chartered’s analysis.
Standard Chartered slashes 2025 Bitcoin price target to $100,000 amid slowing ETF inflows and end of corporate buying. Explore the factors driving this crypto forecast shift and implications for investors.
What is Standard Chartered’s Updated 2025 Bitcoin Price Target?
Standard Chartered’s 2025 Bitcoin price target has been reduced to $100,000, a significant cut from the prior $200,000 forecast. This revision, based on a detailed market analysis, accounts for diminished corporate demand and decelerating ETF investments. The bank’s long-term view holds steady at $500,000 by 2030, indicating sustained optimism despite near-term challenges.
Why Has Standard Chartered Lowered Its Bitcoin Outlook?
The downgrade arises from evolving demand dynamics in the Bitcoin market. Analyst Geoffrey Kendrick from Standard Chartered notes that aggressive buying by corporate digital asset treasuries, such as those exemplified by MicroStrategy’s strategy, has concluded. This leaves ETF inflows as the primary driver, which have dropped to 50,000 BTC per quarter—the lowest level since the introduction of U.S. spot Bitcoin ETFs. In contrast, late 2024 saw combined ETF and corporate purchases reaching 450,000 BTC quarterly, highlighting a stark decline. Kendrick emphasizes that future price growth will depend almost entirely on ETF activity, underscoring the vulnerability of current market momentum.
External factors, including political influences on the Federal Reserve, add further pressure on risk assets like Bitcoin. With Bitcoin currently trading at $90,600—down 1.3% in the last 24 hours, as per market data—the asset remains range-bound without clear upward catalysts. Kendrick rejects traditional halving-cycle patterns, stating, “This time really is different,” and asserts that prolonged crypto winters are unlikely in the evolving landscape.
Frequently Asked Questions
What Factors Led to the Halving of Standard Chartered’s 2025 Bitcoin Target?
The halving of the target to $100,000 stems from the cessation of robust corporate Bitcoin accumulation and a marked slowdown in ETF inflows, now at historic lows. Standard Chartered’s Geoffrey Kendrick highlights that institutional adoption via ETFs has not met expectations, shifting the market’s reliance to a single demand source.
How Might Federal Reserve Decisions Impact Bitcoin’s Price in 2025?
Federal Reserve interest rate decisions could significantly influence Bitcoin’s trajectory. A anticipated quarter-point cut may boost risk assets, but guidance on future policy will be key. Experts suggest easier monetary conditions under potential new leadership could position Bitcoin as a hedge against inflation, driving renewed investor interest.
Key Takeaways
- Revised Short-Term Forecast: Standard Chartered now predicts Bitcoin at $100,000 by end-2025, down from $200,000, due to supply-demand imbalances.
- Shift in Demand Drivers: With corporate buying exhausted, ETF inflows—currently at 50,000 BTC quarterly—must accelerate to sustain growth.
- Long-Term Bullish Outlook: The $500,000 target by 2030 signals enduring potential, urging investors to monitor Fed policies for near-term opportunities.
Conclusion
Standard Chartered’s adjustment to its 2025 Bitcoin price target of $100,000 reflects a cautious recalibration amid the end of corporate buying and sluggish ETF adoption, key pillars of recent market strength. Despite Bitcoin’s current stagnation around $90,600, the bank’s extended forecast to $500,000 by 2030 underscores the asset’s resilience. Investors should watch upcoming Federal Reserve announcements closely, as they could catalyze a rebound in this dynamic crypto landscape—stay informed to navigate these shifts effectively.
