Rising institutional interest, fiscal instability in Washington, and dovish monetary expectations are combining to lay the groundwork for a major bitcoin surge into 2025. Vaneck’s head of digital assets research, Matthew Sigel, stated on social media platform X on July 10 that several structural economic and policy factors are aligning to drive bitcoin’s next phase. He detailed:

The natural course for bitcoin remains higher, driven by persistent U.S. debt and deficit problems, demographic tailwinds, a weakening dollar, growing momentum around Fed rate cuts, and the potential for a new Fed chair next year.

His remarks come amid growing anticipation of a shift in U.S. central bank policy, fueled by stagnant inflation readings and calls for rate easing. Sigel sees this environment as increasingly favorable for digital assets.

While U.S. lawmakers prepare for “Crypto Week” in the House, Sigel views stablecoin regulation as the most actionable path forward. With financial institutions already racing to issue dollar-backed tokens, legislation could emerge that reflects current market trends rather than reshaping them.

Although a broader overhaul of crypto market structure faces resistance, stablecoin clarity may gain traction as banks and fintech firms accelerate token launches. Sigel suggested that such targeted regulatory moves could provide important tailwinds without waiting for sweeping reform.

The Vaneck head of digital assets research also emphasized the growing direct bitcoin exposure among corporations. He stated: “Meanwhile, bitcoin treasury companies are buying more bitcoin than ETFs this year, signaling deepening institutional demand and wide-open capital markets, as investment banks begin to aggressively direct capital to this sector.” He concluded with a strong forecast:

Regardless of whether broader market structure reform advances, we think $180,000 bitcoin is very much in play for 2025.

His view highlights how macro conditions and private capital flows are reinforcing the asset’s potential, even as policy debates remain unsettled.

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