Saylor predicts: Bitcoin will surge to $150,000 by the end of 2025, with three major benefits revealed.

Michael Saylor, co-founder of Strategy, predicts that Bitcoin will reach $150,000 by the end of 2025. He cited the acceptance of tokenized securities by the U.S. Securities and Exchange Commission (SEC), support for stablecoins by U.S. Treasury Secretary Scott Posenet to maintain the dominance of the U.S. dollar, and the overall shift in U.S. regulatory policy as reasons for his continued optimism about Bitcoin.

Why is Saylor so optimistic about Bitcoin? Three major benefits explained

(Source: CNBC)

Michael Saylor's prediction of $150,000 is not unfounded, but based on a deep analysis of three key factors. As a co-founder of Strategy (formerly MicroStrategy), the company led by Saylor holds over 400,000 Bitcoins, making it the largest corporate holder of Bitcoin in the world. His understanding and predictions regarding the Bitcoin market have a very high reference value in the industry.

“Our current expectation is that by the end of this year, the price of Bitcoin should be around $150,000, which is also the consensus among the stock analysts tracking our company and the Bitcoin industry,” Saylor stated clearly at the Money 20/20 conference. This is not only his personal judgment but also the collective expectation of Wall Street professional analysts.

Saylor's Three Core Reasons for Being Bullish on Bitcoin:

SEC's Acceptance of Tokenization of Securities: The U.S. Securities and Exchange Commission has shifted towards a more open stance, allowing more traditional assets to be tokenized on the blockchain, which provides regulatory legitimacy for Bitcoin as a digital asset infrastructure and significantly reduces institutional investors' concerns.

Treasury Secretary Supports Stablecoins: U.S. Treasury Secretary Scott Bancen has explicitly supported stablecoins to maintain the dominance of the dollar. This policy support brings unprecedented political endorsement to the cryptocurrency market, and the legalization of stablecoins will directly increase the demand for Bitcoin.

Overall Shift in U.S. Regulatory Policy: The Trump administration's friendly attitude towards cryptocurrency has shifted from a comprehensive crackdown to an active embrace. This fundamental change in policy environment has removed the biggest obstacle to the long-term development of Bitcoin.

These three major factors do not exist in isolation, but rather reinforce each other. The SEC's open attitude attracts traditional financial institutions to enter the market, the support from the Treasury enhances the position of stablecoins as a digital form of the dollar, and the overall improvement of the regulatory environment provides certainty for the entire cryptocurrency ecosystem. This top-down policy shift is the fundamental driving force behind Bitcoin entering a new bull market.

Saylor emphasized that the past 12 months may have been the best 12 months in the industry's history. This is not only a prediction of prices but also a judgment on the entire Bitcoin industry's development stage. After years of regulatory uncertainty and market volatility, Bitcoin has finally entered a golden period where the policy environment, technological maturity, and market demand are all ready simultaneously.

Sino-US Meeting and Trade Agreement: Macroeconomic Environment Warming

Saylor's prediction comes at a time when Bitcoin is facing macroeconomic challenges. Following President Trump's announcement of a 100% tariff increase on China, which triggered a market crash, the prices of crypto assets have continued to languish, with investors concerned about macroeconomic instability. The historic market crash in October led to billions of dollars in crypto assets being liquidated, with Bitcoin plummeting from a high of $120,000 to below $100,000.

However, in the following weeks, the rhetoric from officials of both countries softened, indicating that the trade tensions were easing and expressing a willingness to negotiate on the agreement. Trump changed his previous statement, confirming that he would meet with Chinese leaders at the Asia-Pacific Economic Cooperation (APEC) summit in Seoul, South Korea, on Friday.

Bessenet stated on Sunday that the United States and China have reached a “substantive” trade agreement framework, news that has been welcomed by analysts, investors, and executives in the cryptocurrency industry. “If the US-China trade agreement is announced, and the Federal Reserve lowers interest rates, there will be significant volatility in asset prices this week. Be prepared,” said investor and analyst Anthony Pompliano.

Analysts from the Kobeissi Letter stated that the historic market crash in October was caused by short-term technical factors and did not undermine the long-term market trend of rising cryptocurrency prices. They also expressed confidence in reaching a trade agreement between the U.S. and China. This analysis alleviated investors' concerns about macroeconomic risks, creating conditions for the recovery of Bitcoin prices.

The completion of a trade agreement will eliminate the largest macro risk currently facing Bitcoin. The risk-off sentiment triggered by tariff threats has led investors to withdraw from risk assets, while the signing of a trade agreement will reverse this sentiment and drive funds back into high-risk, high-return assets like Bitcoin. Coupled with the Federal Reserve's expectations of interest rate cuts, a loose liquidity environment will provide ample funding support for Bitcoin's rise.

Strategy Continuous Accumulation: The Best Proof of Institutional Confidence

Saylor's prediction is not just verbal statements but is supported by actual actions. Strategy (formerly MicroStrategy) continues to increase its holdings in Bitcoin, consistently buying even at high prices. According to 10X Research's forecast, Strategy is expected to be included in the S&P 500 index after the third quarter financial report is released, which will greatly enhance its stock liquidity and attract the attention of institutional investors.

The business model of Strategy itself is the ultimate bet on the long-term value of Bitcoin. The company raises funds by issuing convertible bonds and additional stock, and then uses these funds to purchase Bitcoin. This strategy amplifies shareholder returns when Bitcoin prices rise, but it also magnifies losses when prices fall. Saylor's willingness to continue increasing his position shows his extreme confidence in the long-term trajectory of Bitcoin.

Inclusion in the S&P 500 Index will be a dual milestone for Strategy and Bitcoin. S&P 500 index funds passively track the index components, and once Strategy is included, tens of billions of dollars in passive funds will automatically flow into Strategy stocks. Strategy will continue to use these funds to purchase Bitcoin, creating a sustained buying support.

From the current $109,806 to $150,000, Bitcoin needs to rise by about 37%. This is not uncommon in history; Bitcoin rose from $40,000 to $70,000 in early 2024 in less than 3 months. If the three major advantages listed by Saylor materialize one by one, combined with the signing of the Trump-Xi trade agreement and the Federal Reserve's interest rate cuts, a 37% increase is entirely possible to achieve before the end of the year.

Bitcoin Technical Analysis and Institutional Capital Flow

From a technical perspective, Bitcoin is currently consolidating around $110,000. After the significant volatility in October, the market is seeking a new balance point. The key support level is at $107,000. As long as this level is maintained, Bitcoin's upward trend remains intact. The resistance level is at $117,000, and a breakout will open the way to $150,000.

The fund flows of Bitcoin ETFs are the best indicator for observing institutional sentiment. Investors and analysts have high hopes for positive trade news, hoping for a market turnaround. If the Xi-Trump meeting reaches a substantial agreement, combined with the Federal Reserve's rate cuts, Bitcoin ETFs may experience substantial net inflows for several consecutive days, which will drive the price to quickly break through the current consolidation range.

Saylor's prediction of $150,000 provides a clear target level and timeframe for the market, and this clarity of expectation will itself influence investor behavior, creating a self-fulfilling prophecy effect.