Bitcoin price rose to $125,559 on October 5, hitting a new all-time high and confirming a bullish trend. It is on a hot streak, with a mind-boggling 11% weekly rise that has sent the markets into a frenzy. The coin’s surge from $112,000 at the end of September shows that this asset class is maturing and attracting interest from institutions as the economy evolves.
ETF Appetite Propel Gains
Record amounts of money coming into BTC and ETH spot ETFs are driving the cryptocurrency market. Inflows into Bitcoin ETFs have surpassed $30 billion since January, with a record $5.95 billion flowing in only last week. ETFs holdings currently account for 8% of all the Bitcoin circulation.
If the current trend, ETF inflows, and favorable monetary policy continue, Bitcoin could reach between $130,000 and $140,000 by the end of the year. Some optimistic estimates even target $150,000 in the best case. Recent forecasts by JPMorgan and Citi indicated there could be a “boom” and are aiming for $165,000 by the end of the year.
BTC vs Equities
Bitcoin’s advances have made it more popular than stocks, and with the US debt piling up and the Federal shutdown lasting longer, the crypto market bellwether’s appeal has only grown. Bitcoin price has risen by 33% year-to-date. To put it in perspective, the S&P 500 has barely gained 14% so far this year, despite its historic surge.
A daily chart showing how Bitcoin price has beaten S&P 500 index in 2025
For stock investors, Strategy, (formerly known as MicroStrategy), is like BTC’s beta on steroids. MSTR’s $356 share price includes a 2x premium above its Bitcoin Net Asset Value, which is based on the fact that it holds 629,000 BTC worth $71 billion at $125K/BTC. This has affirmed that CEO Michael Saylor’s debt-fueled hoarding strategy is working.
The rise of BTC prices in Q4 could send the price of Strategy stock through the roof. If Bitcoin price goes up 30% to $165K, it means they could own $92 billion worth of it. That could translate to the shares going up 50% to 100% through leverage. Many analysts and market observers see Strategy as a way to bet on Bitcoin with leverage: holding MSTR is like having Bitcoin with built-in risk and leverage.
Beware of the risks
But there are still risks. A big drop could occur if central banks become more hawkish, regulators crack down, or there are macro shocks like a recession or financial crisis. Some experts warn that Bitcoin might not reach its cycle peak in Q4. It is likely that correction zones will be between 10% and 15% before the upward trends start again.
Bitcoin hit new all-time highs due to strong $5.95B ETF inflows, corporate buying, and Fed rate cuts, fueling about 11% weekly surge.
Analysts forecast that Bitcoin could trade between $120,000 and $140,000 in Q4 2025, with potential highs near $150,000 if institutional demand and macroeconomic conditions stay favorable.
MicroStrategy’s stock moves closely with Bitcoin. A strong Bitcoin rally could sharply lift the company’s shares. However, dilution and volatility risks may limit long-term gains.
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