According to @KookCapitalLLC, a softer-than-expected U.S. inflation report has significantly boosted the outlook for Bitcoin (BTC), with one analyst now viewing a $200,000 price by year-end as 'firmly in play.' Matt Mena, a crypto research strategist at 21Shares, stated that the favorable Consumer Price Index (CPI) data could be the catalyst that accelerates BTC's rally. Mena outlined key trading levels, suggesting a breakout above the $105,000-$110,000 range could lead to a sharp move to $120,000 and potentially reach a $138,500 target by summer's end. This cooling inflation has led traders to price in approximately two Federal Reserve rate cuts this year, according to the source. Mena also noted that other bullish factors like institutional adoption, sovereign treasury programs, and upcoming stablecoin regulation are reinforcing Bitcoin's strength in the current macroeconomic environment.

According to @rovercrc, recent developments in U.S. crypto policy and favorable economic data are creating a bullish outlook for Bitcoin (BTC). The U.S. government is making progress on establishing a Strategic Bitcoin Reserve, following a directive from President Trump, with officials confirming that federal agencies have reported their crypto holdings to the Treasury. Senator Cynthia Lummis is advancing the BITCOIN Act to formalize this reserve, aiming to acquire one million BTC over five years. Concurrently, softer-than-expected U.S. inflation data has boosted market sentiment. The Consumer Price Index (CPI) rose only 0.1% last month, below the 0.2% forecast. Matt Mena, a strategist at 21Shares, stated this data is a major bullish catalyst, putting a "$200K Bitcoin by year-end... firmly in play." Mena also noted that if BTC breaks the $105K-$110K range, it could hit a summer target of $138.5K, supported by increased expectations for Federal Reserve rate cuts and accelerating institutional adoption.

According to @Pentosh1, a softer-than-expected U.S. inflation report has put a Bitcoin (BTC) price target of $200,000 by year-end 'firmly in play.' The analysis, cited from Matt Mena of 21Shares, highlights that the Consumer Price Index (CPI) rose only 0.1% last month against a 0.2% forecast, strengthening the case for Federal Reserve rate cuts this year. This macroeconomic tailwind, combined with over $407.78 million in daily inflows to U.S. spot Bitcoin ETFs, pushed BTC's price above $110,000. Mena suggests a decisive break above the $105K-$110K range could trigger a rapid move to $120K. The market rally extended to major altcoins like ETH, SOL, and ADA, while memecoins such as BONK saw over 20% gains, signaling increased risk appetite among traders. However, FxPro analyst Alex Kuptsikevich cautions that the upcoming U.S. nonfarm payrolls report could act as either a catalyst or a significant hurdle for the ongoing rally.

According to @KookCapitalLLC, Bitcoin (BTC) surged past the $110,000 mark, propelled by over $407.78 million in inflows into U.S. spot Bitcoin ETFs, according to data from SoSoValue. This rally has positively impacted the broader crypto market, including major tokens like ETH, SOL, and ADA, with memecoins such as BONK and FARTCOIN seeing gains of over 20%, indicating heightened investor risk appetite. Matt Mena, a crypto research strategist at 21Shares, suggests that following softer-than-expected U.S. inflation data, a Bitcoin price of $200,000 by the end of the year is now 'firmly in play.' The U.S. CPI report showed a 0.1% increase, below the 0.2% forecast, prompting traders to price in the possibility of two Fed rate cuts this year. Alex Kuptsikevich, chief market analyst at FxPro, noted that while BTC might test its historical high of around $112,000, the upcoming U.S. employment report could act as a significant market mover. Mena further explained that improving macroeconomic clarity, combined with institutional adoption and stablecoin regulation, could supercharge ETF inflows and reinforce Bitcoin's role in global portfolios.

According to @Andre_Dragosch, a softer-than-expected U.S. consumer price index (CPI) report is a significant bullish catalyst for Bitcoin (BTC). Matt Mena, a crypto research strategist at 21Shares, stated that this development puts a $200,000 price for Bitcoin by year-end "firmly in play." Mena noted that the cooling inflation strengthens the case for Federal Reserve policy easing, which could supercharge ETF inflows. The analysis also highlights a cultural shift, with Jeff Park of Bitwise Asset Management observing that younger generations increasingly aspire to become "wholecoiners" (owning one full BTC) as a new financial goal, viewing it as a signal of self-sovereignty. From a technical standpoint, BTC is holding support in the $104,400–$105,000 range, with consolidation suggesting potential upside toward $106,000.

According to @rovercrc, a combination of a strengthening macroeconomic environment, increasing regulatory clarity, and favorable inflation data is creating a bullish outlook for Bitcoin (BTC). A Coinbase Research report highlights an improved U.S. growth forecast, with the Atlanta Fed’s GDPNow tracker at 3.8% QoQ, and progress on crypto legislation like the GENIUS and CLARITY Acts as key tailwinds for the second half of the year. The report also notes growing corporate adoption of crypto assets. Separately, Matt Mena of 21Shares states that a softer-than-expected U.S. Consumer Price Index (CPI) report could be the catalyst that unlocks significant price gains, putting a $200,000 price target for BTC by year-end 'firmly in play'. This sentiment is supported by traders now pricing in approximately two Federal Reserve rate cuts for this year. Current market data shows BTCUSDT trading around $109,433, marking a 2.29% increase in the last 24 hours.

According to @KookCapitalLLC, recent softer-than-expected U.S. inflation data has significantly boosted the outlook for Bitcoin (BTC). Matt Mena, a crypto research strategist at 21Shares, stated that the favorable Consumer Price Index (CPI) report could be a major bullish catalyst, bringing a $200,000 year-end price target for Bitcoin 'firmly in play'. Mena noted that a decisive breakout above the $105,000-$110,000 range could trigger a rapid move to $120,000. This momentum could also accelerate the timeline for their initial $138,500 year-end target, potentially reaching it by the end of summer. The cooling inflation, with the CPI rising only 0.1% last month against a 0.2% forecast, has increased trader expectations for Federal Reserve rate cuts this year, creating a favorable macro environment for assets like Bitcoin. Mena also highlighted other key drivers, including growing institutional and sovereign adoption, upcoming stablecoin regulation, and increased activity from corporate Bitcoin treasuries.

According to @saylor, recent softer-than-expected U.S. inflation data is a significant bullish catalyst for Bitcoin (BTC), with some analysts now viewing a $200,000 price by year-end as a firm possibility. Matt Mena, a research strategist at 21Shares, stated that the cooling CPI print could accelerate momentum, potentially pushing BTC to its year-end target of $138.5K by the end of summer. Mena explained that a breakout above the $105K-$110K range could trigger a rapid move to $120K. This macroeconomic tailwind is compounded by a cultural shift noted by Jeff Park of Bitwise Asset Management, who described owning one full Bitcoin as the 'new American Dream' for younger generations seeking financial self-sovereignty. From a technical perspective, BTC is holding strong support above $105,000 after a recent dip, with analysis indicating high-volume accumulation in the $104,400–$104,500 zone, suggesting further upside potential.

According to @rovercrc, softer-than-expected U.S. inflation data has significantly boosted the outlook for Bitcoin (BTC), with a year-end price target of $200,000 now considered 'firmly in play' by Matt Mena, a crypto research strategist at 21Shares. Mena stated that the favorable Consumer Price Index (CPI) report could act as a major bullish catalyst, potentially accelerating BTC's path to his firm's previous summer target of $138,500. The cooling inflation has led traders to price in approximately two 25 basis point rate cuts from the Federal Reserve this year, according to market data cited in the report. This macroeconomic tailwind is complemented by strong underlying fundamentals, including continued institutional adoption, as evidenced by JPMorgan's recent filing for a crypto platform and Strategy's purchase of over 10,100 BTC. From a technical standpoint, Bitcoin's 50-day simple moving average (SMA) has proven to be a robust support level, successfully defending against recent downside moves.

According to @KobeissiLetter, a softer-than-expected U.S. Consumer Price Index (CPI) report has significantly increased the probability of Bitcoin (BTC) reaching $200,000 by the end of the year. The report cites 21Shares analyst Matt Mena, who states the cooling inflation, with CPI rising only 0.1% against a 0.2% forecast, could be a major bullish catalyst, potentially accelerating BTC's price targets. This macroeconomic tailwind has led traders to price in approximately two Federal Reserve rate cuts for this year, according to the source. Mena also highlighted renewed institutional confidence and upcoming stablecoin regulation as additional drivers that could supercharge ETF inflows. While a recent strong 10-year U.S. Treasury auction showed continued demand for government debt, the broader context of a national debt exceeding $36 trillion is viewed by some analysts as a long-term positive for Bitcoin as a hedge against fiscal instability.

According to Andre Dragosch, Bitcoin's (BTC) bullish case is strengthening significantly, pointing to the dollar index (DXY) falling to its lowest level since March 2022 as a 'very bullish' signal for global money supply and BTC. The analysis is further supported by softer-than-expected U.S. inflation data, which has increased trader expectations for Federal Reserve rate cuts this year. Matt Mena of 21Shares stated in the provided text that this cooling CPI data could be a major catalyst, putting a $200,000 price for Bitcoin by year-end 'firmly in play'. Additional bullish factors cited include the strong 0.80 correlation between BTC and Nvidia (NVDA) stock, which recently hit a record high, and emerging recession signals like a steepening yield curve, which could prompt earlier Fed policy easing.

According to @rovercrc, softer-than-expected U.S. inflation data has significantly improved the outlook for Bitcoin (BTC), with a year-end price target of $200,000 now considered 'firmly in play'. Matt Mena, a crypto research strategist at 21Shares, stated that the recent Consumer Price Index (CPI) report could act as a major bullish catalyst, potentially accelerating BTC's price trajectory. Mena noted that if Bitcoin breaks out of the $105,000-$110,000 range, a sharp move to $120,000 could follow, potentially reaching their $138,500 target by the end of summer. The cooling inflation data has also led traders to price in approximately two Federal Reserve rate cuts this year, which could further fuel the rally. Mena also highlighted that improving macroeconomic clarity, combined with institutional adoption and upcoming stablecoin regulation, could supercharge ETF inflows and solidify Bitcoin's role in global investment portfolios.

According to @Pentosh1, Bitcoin (BTC) could reach $200,000 by year-end, a target now 'firmly in play' following softer-than-expected U.S. inflation data, as stated by 21Shares analyst Matt Mena. The favorable CPI report, showing a 0.1% rise against a 0.2% forecast, has increased expectations for Federal Reserve rate cuts, fueling market optimism. For traders, a key resistance breakout for BTC is the $105K-$110K range, which Mena suggests could lead to a sharp move to $120K. Meanwhile, Bitfinex analysts have identified the $102,000-$103,000 zone as a critical support level, suggesting a potential market bottom if it holds. The rally is also supported by institutional developments, including a JPMorgan trademark filing for digital asset services and the upcoming launch of a spot XRP ETF in Canada, which contributed to XRP's recent gains.

According to @Pentosh1, softer-than-expected U.S. inflation data has significantly strengthened Bitcoin's (BTC) bull case, with analysts now seeing a potential surge to $200,000 by the end of the year. Matt Mena, a research strategist at 21Shares, stated that the recent CPI report could be the catalyst that accelerates BTC's momentum, bringing a $200K target "firmly in play." The cooling inflation has increased trader expectations for Federal Reserve rate cuts, with swaps pricing in approximately two 25-basis-point cuts this year, as cited in the report. Further bolstering this outlook, the U.S. dollar index (DXY) has fallen to its lowest point since February 2022, a development described by Bitwise's Andre Dragosch as "very bullish" for Bitcoin. Additionally, the analysis highlights a strong 90-day correlation of 0.80 between BTC and Nvidia (NVDA) stock, which recently achieved a new record high, suggesting a shared risk-on sentiment. Recessionary signals, such as a steepening yield curve and declining consumer confidence, are also viewed as potential drivers for capital inflow into Bitcoin.

According to @MilkRoadDaily, recent soft U.S. inflation data has significantly boosted the outlook for Bitcoin (BTC), with some analysts now seeing a year-end price target of $200,000 as a distinct possibility. Matt Mena, a crypto research strategist at 21Shares, stated that the favorable Consumer Price Index (CPI) report could act as a major bullish catalyst, potentially accelerating Bitcoin's price trajectory (source: Matt Mena, 21Shares). Mena noted that if BTC decisively breaks the $105,000-$110,000 resistance range, it could quickly move to $120,000 and reach a summer target of $138,500 (source: Matt Mena, 21Shares). Meanwhile, concerns about a potential "double top" formation above $100,000 are being tempered. Katalin Tischhauser, Head of Investment Research at Sygnum Bank, suggests that while the technical pattern warrants caution, a full-blown crash similar to 2022 is unlikely without a major "black swan" event (source: Katalin Tischhauser, Sygnum Bank). Tischhauser attributes this resilience to the current market being driven by "sticky institutional capital" flowing through spot Bitcoin ETFs, which have accumulated over $48 billion in net inflows (source: Farside Investors). This sustained institutional demand is creating significant price support. Tischhauser also argued that the traditional four-year halving cycle's influence on price may be "dead," as institutional flows now have a far greater impact than the diminishing selling pressure from miners (source: Katalin Tischhauser, Sygnum Bank).

According to @MilkRoadDaily, a softer-than-expected U.S. inflation report has significantly boosted the outlook for Bitcoin (BTC), with an analyst from 21Shares, Matt Mena, stating that a $200,000 price by the end of the year is now 'firmly in play.' Mena suggests that the cooling Consumer Price Index (CPI) data strengthens the case for Federal Reserve policy easing, which could accelerate institutional inflows into Bitcoin. The analysis also points to BTC's resilience, holding firm above the key $104,000-$105,000 support zone. Separately, Jeff Park of Bitwise Asset Management highlights a growing cultural trend where owning one full Bitcoin is becoming a 'new American dream,' signaling a long-term conviction among younger investors that transcends short-term market volatility.

According to @rovercrc, the softer-than-expected U.S. consumer price index (CPI) data has significantly boosted the outlook for Bitcoin (BTC), with some analysts now seeing a path to $200,000 by the end of the year. Matt Mena, a crypto research strategist at 21Shares, stated that the cooling inflation may serve as a major bullish catalyst, potentially bringing a year-end price target of $138.5K forward by several months and putting a $200K price firmly in play if momentum builds. The CPI report, which showed a 0.1% rise last month against a 0.2% forecast cited by a Reuters survey, has led traders to price in roughly two 25-basis-point Fed rate cuts this year. Mena noted that this macro clarity, combined with institutional adoption and stablecoin regulation, could supercharge ETF inflows. Traders are now focused on upcoming events, including Fed Chair Jerome Powell's testimony and the core PCE data release, for further market direction. Chris Weston of Pepperstone suggested the Fed has reasons to consider a dovish shift, which would be bullish for risk assets like BTC.

According to @Pentosh1, recent softer-than-expected U.S. inflation data has significantly improved the outlook for Bitcoin (BTC), with some analysts now seeing a path to $200,000 by the end of the year. Matt Mena, a research strategist at 21Shares, stated that the cooling CPI print could be the catalyst that accelerates BTC's momentum, potentially bringing a year-end target of $138.5K forward to this summer. However, caution is advised due to technical patterns. Katalin Tischhauser, Head of Investment Research at Sygnum Bank, highlighted a potential "double top" formation for Bitcoin above $100,000, which suggests trend exhaustion and warrants caution among traders. Despite this technical risk, Tischhauser believes a 2022-style crash is unlikely without a major black swan event. She argues that the current rally is more resilient, driven by sticky, long-term institutional capital from spot ETFs, which have attracted over $48 billion in net inflows. This sustained institutional demand is fundamentally altering market structure, providing strong price support and potentially rendering the traditional four-year halving cycle obsolete.

According to @Pentosh1, recent softer-than-expected U.S. inflation data has created a significant bullish catalyst for Bitcoin (BTC), with a $200,000 price target by year-end now considered 'firmly in play' by Matt Mena, a crypto research strategist at 21Shares. Mena stated that if BTC breaks out of the $105,000-$110,000 range, a sharp move to $120,000 could follow, potentially bringing the firm's $138,500 year-end target forward to the end of summer. The cooling inflation, with the Consumer Price Index (CPI) rising less than forecast, has led traders to price in approximately two 25-basis-point Fed rate cuts this year, further strengthening the case for BTC. Separately, a report from Coinbase Research supports a constructive outlook for crypto markets in the second half of the year. This optimism is fueled by an improving macroeconomic backdrop, evidenced by the Atlanta Fed’s GDPNow tracker, and significant progress on U.S. crypto regulation, including the GENIUS Act for stablecoins and the CLARITY Act. The report also highlights growing corporate adoption of crypto, aided by new accounting rules, as a key demand driver. While this trend is positive, Coinbase Research warns it introduces new risks, such as forced selling if firms that used convertible debt to fund purchases face refinancing issues. Overall, both analyses suggest Bitcoin is poised to benefit from strong macro and structural tailwinds.

According to Matt Mena, crypto research strategist at 21Shares, the recent softer-than-expected U.S. inflation data has significantly increased the probability of Bitcoin (BTC) reaching $200,000 by the end of the year. Mena states that the Consumer Price Index (CPI) report, which showed a smaller increase than forecasted, serves as a major bullish catalyst. He suggests that this cooling inflation strengthens the case for the Federal Reserve to implement policy easing, with traders now pricing in approximately two rate cuts this year. Mena outlines a technical path where a breakout above the $105,000-$110,000 range could lead to a rapid move to $120,000. He also notes that other factors like sovereign and institutional adoption, alongside impending stablecoin regulation, will likely accelerate ETF inflows and reinforce Bitcoin's position in global portfolios.