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Bitcoin enters corporate treasury funds: DATCOs manage $100B, beware risks.

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Digital asset inflows rise: $100B institutional crypto strategy deep dive, capital allocation, market transparency. Bitcoin Enters Corporate Treasury Funds: DATCOs Manage $100B, Beware Risks 📌 The Rise of Digital Asset Treasury Companies (DATCOs) The landscape of corporate treasury management is undergoing a significant transformation. Traditionally, companies parked their excess cash in conventional financial instruments. However, in recent years, a growing number of firms are allocating a portion of their treasury to cryptocurrencies, particularly Bitcoin. This trend has led to the emergence of Digital Asset Treasury Companies (DATCOs), entities that hold substantial amounts of digital assets as part of their core reserves. According to a recent report by Galaxy Research, these DATCOs now collectively manage approximately 792,000 BTC (valued at around $93 billion )...

Bitcoin Price Analysis Eyes Future Gains: 4 Factors Pushing BTC Past 130K

Crypto surge: Whales accumulating, signaling strong digital assets market outlook.
Crypto surge: Whales accumulating, signaling strong digital assets market outlook.

Bitcoin Price Primed for $130K Breakout: Analyzing the Bullish Factors

📌 Understanding the Bitcoin Bull Run: Four Catalysts to Watch

📈 Bitcoin (BTC) is navigating a dynamic market, demonstrating increasingly bullish momentum despite inherent volatility. A confluence of factors suggests the potential for a significant price surge, targeting a breakout beyond $130,000. This analysis delves into four critical developments, identified by crypto analyst Doctor Profit, that could profoundly influence Bitcoin’s near-term price trajectory.

Technical Breakout: Overcoming Long-Term Resistance

📈 Doctor Profit highlighted a key technical achievement on X, noting that Bitcoin recently overcame a significant hurdle. After encountering resistance for four consecutive months (November 2024 to February 2025), BTC successfully breached a long-term diagonal resistance level originating from its 2021 all-time high. Following this breakout, BTC retested this level as support, confirming its newfound strength and paving the way for further bullish advancement. This technical foundation provides a solid base for the anticipated price surge.

Macroeconomic Tailwinds: Trump-EU Trade Deal Eases Concerns

A significant macroeconomic factor contributing to Bitcoin's bullish outlook is President Donald Trump's announcement of a landmark trade agreement between the United States and the European Union. This agreement alleviates concerns of a potential tariff war, fostering a more stable global economic environment. Doctor Profit characterized this deal as one of the most positive trade agreements since 2016, anticipating a favorable market response driven by reduced geopolitical risks. With traditional stock markets poised for gains and economic tensions easing between major economies, Bitcoin is also expected to benefit from this improved macroeconomic landscape. The positive sentiment and increased risk appetite spilling over from traditional markets can provide significant upward pressure on Bitcoin's price.

Whale Activity and ETF Inflows: Balancing Supply and Demand

🐂 Earlier this week, Bitcoin experienced a temporary dip to $114,500, triggered by concerns over wallet activity linked to Galaxy Digital, suggesting a potential sell-off. However, these fears were quickly allayed by the continued strength of spot ETF inflows, which significantly outpaced Bitcoin’s daily issuance. Institutional players, such as BlackRock, are actively accumulating Bitcoin, reinforcing strong underlying demand. Critically, Doctor Profit points out that many long-term whale wallets remain dormant, suggesting that the overall accumulation trend remains robust. The recent price dip is therefore interpreted as a temporary shakeout, underscoring the resilience of the ongoing bull market. The contrasting forces of whale activity and institutional ETF demand create a dynamic tension that ultimately supports Bitcoin's price stability and potential for growth.

M2 Money Supply Growth: Fueling Bitcoin's Engine

💧 Doctor Profit's analysis identifies M2 Money Supply growth as a crucial driver of Bitcoin's macro performance. Despite ongoing discussions around quantitative tightening, M2 has increased by 2.3% in 2025 year-to-date, including a notable 0.63% surge between May and June— the largest monthly increase this year. Historically, Bitcoin has exhibited a strong correlation with M2 expansion, as demonstrated during the 2020 liquidity surge that fueled an 800% rally. While precise outcomes may vary, the current growth trajectory suggests a potential 15-17.5% BTC rally, potentially pushing it above $130,000 in the coming weeks. This projection is based on Bitcoin’s typical 60-90 day lag in responding to monetary expansion, highlighting the significance of monitoring M2 trends.

FOMC Meeting and Potential Rate Cut: A Not-So-Hawkish Stance?

💧 The upcoming FOMC meeting is another critical factor. While the official stance remains “hawkish,” with only a 5% chance of a rate cut, Doctor Profit notes a growing disconnect between the Federal Reserve's (FED) rhetoric and its actual monetary actions. Despite Chair Jerome Powell’s pronouncements, the FED has been quietly expanding liquidity. This discrepancy suggests the FED may be preparing for the next round of quantitative easing. Given Bitcoin’s historical sensitivity to monetary policy shifts, the cryptocurrency is poised to rally significantly once this pivot becomes more evident. Any indication of a shift toward easing monetary policy could serve as a major catalyst for Bitcoin's price appreciation.

📌 Stakeholder Perspectives on Bitcoin's Trajectory

Stakeholder Position Impact on Investors
Doctor Profit (Analyst) 📈 Bullish; expects $130K+ based on macro/technical factors Opportunity for gains, monitor indicators for entry points
Donald Trump (President) Trade deal positive; reduces geopolitical risk 💰 Improved market sentiment, supports risk-on assets
Federal Reserve (FED) Officially hawkish, but potentially easing liquidity Watch for policy pivot; easing could boost Bitcoin

📌 🔑 Key Takeaways

  • Bitcoin has broken through a significant long-term technical resistance, establishing a stronger base for further price appreciation.
  • A landmark trade agreement between the U.S. and the E.U. has eased geopolitical concerns, creating a more favorable macroeconomic environment for Bitcoin.
  • Continued strong inflows into Bitcoin spot ETFs are outpacing daily issuance, demonstrating robust institutional demand and supporting price stability.
  • Despite narratives of quantitative tightening, growth in M2 Money Supply suggests potential for a significant Bitcoin rally, historically correlated with monetary expansion.
  • Keep a close watch on the FOMC meeting for signs of a potential shift towards easing monetary policy, which could act as a major catalyst for Bitcoin's price.
🔮 Thoughts & Predictions

The alignment of technical, macroeconomic, and monetary factors presents a compelling case for Bitcoin reaching $130,000. While short-term volatility remains a given, the confluence of positive indicators suggests that the market is primed for a significant upward move in the coming weeks. The key will be continued institutional adoption via ETFs and sustained M2 growth, both of which signal strong demand and liquidity. A potential shift in Fed policy towards easing would act as rocket fuel for this rally.

🎯 Investor Action Tips
  • Monitor M2 money supply data releases; increased growth historically correlates with Bitcoin price rallies.
  • Track ETF inflows daily and watch for any significant changes that may indicate a shift in institutional sentiment.
  • Set price alerts around key technical levels ($120,000 and $130,000) to identify potential breakout opportunities.
  • Stay informed about the upcoming FOMC meeting; any hints of a dovish turn in policy could signal a buy opportunity.
🧭 Context of the Day
Today, the confluence of technical breakouts, positive macro tailwinds, and potential monetary policy shifts suggests Bitcoin could be setting up for a significant rally.
💬 Investment Wisdom
"Know what you own, and know why you own it."
Peter Lynch

Crypto Market Pulse

July 29, 2025, 16:40 UTC

Total Market Cap
$3.91 T ▼ -5.49% (24h)
Bitcoin Dominance (BTC)
59.59%
Ethereum Dominance (ETH)
11.56%
Total 24h Volume
$156.10 B

Data from CoinGecko

📈 BITCOIN Price Analysis
Date Price (USD) Change
7/23/2025 $119955.80 +0.00%
7/24/2025 $118629.06 -1.11%
7/25/2025 $118354.44 -1.33%
7/26/2025 $117540.81 -2.01%
7/27/2025 $117959.54 -1.66%
7/28/2025 $119418.91 -0.45%
7/29/2025 $118003.30 -1.63%
7/30/2025 $117177.55 -2.32%

▲ This analysis shows BITCOIN's price performance over time.

This post builds upon insights from the original news article, offering additional context and analysis. For more details, you can access the original article here.

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