According to @rovercrc, Bitcoin (BTC) appears positioned for a rally, supported by a confluence of positive macroeconomic and market-specific factors. A Coinbase Research report highlights an improved U.S. economic outlook, with the Atlanta Fed’s GDPNow tracker jumping to 3.8% QoQ, which eases recession fears and points toward potential Federal Reserve rate cuts. This sentiment is reinforced by a weakening U.S. Dollar Index (DXY), which dropped to its lowest level since February 2022, a development described by Bitwise's Andre Dragosch as 'very bullish' for Bitcoin. Further supporting the bullish case is the strong positive correlation between BTC and Nvidia (NVDA), with the 90-day correlation coefficient at 0.80 as NVDA shares hit a record high. Additionally, significant regulatory progress, including the CLARITY Act and over 80 pending crypto ETF applications, could provide structural tailwinds for the market, with some ETF decisions possible as early as July.

According to @StockMKTNewz, Coinbase Research projects a constructive outlook for Bitcoin (BTC) in the second half of 2025, driven by an improving macroeconomic backdrop, growing corporate adoption, and significant regulatory progress. The research highlights the Atlanta Fed's GDPNow tracker jumping to 3.8% and legislative efforts like the GENIUS and CLARITY Acts as key tailwinds. However, the short-term outlook is tempered by recent economic data. The June U.S. jobs report significantly beat forecasts with 147,000 new payrolls and an unemployment rate drop to 4.1%, strengthening the Federal Reserve's patient stance on monetary policy. In immediate reaction, Bitcoin (BTC) dipped slightly to just under $109,000, and market odds for a July Fed rate cut plummeted, though chances for a September cut remain above 75%. This suggests that while long-term fundamentals for BTC are strengthening, short-term price action remains highly sensitive to Fed policy expectations.

According to @QCompounding, a constructive outlook for crypto markets is emerging for the second half of 2025, driven by several key factors cited in a Coinbase Research report. These include an improved macroeconomic backdrop, with the Atlanta Fed’s GDPNow tracker pointing to stronger U.S. growth, and increasing corporate adoption of digital assets, facilitated by new 'mark-to-market' accounting rules. The report suggests Bitcoin (BTC) is well-positioned to benefit from these tailwinds and potential U.S. regulatory clarity from bills like the GENIUS Act and CLARITY Act. However, altcoins may lag without specific catalysts such as ETF approvals. Furthermore, the author highlights the transformative potential of stablecoins, which are growing at 55% annually and now equal 1% of the U.S. M2 money supply. This growth could enable a 'streaming economy' where ultra-low-cost transactions on networks like Ethereum Layer 2s allow for instantaneous payments, potentially freeing up trillions in corporate working capital and driving deeper crypto integration.

According to @rovercrc, a softer-than-expected U.S. inflation report is a significant bullish catalyst that could propel Bitcoin (BTC) to a price of $200,000 by the end of the year, a view held by Matt Mena, a crypto research strategist at 21Shares. Mena stated that if BTC convincingly breaks the $105K-$110K range, it could see a sharp move to $120K and potentially reach a $138.5K target by the end of summer. The favorable Consumer Price Index (CPI) data has led traders to price in approximately two 25 basis point rate cuts from the Federal Reserve this year. Adding to the bullish sentiment, a report from Coinbase Research highlights a constructive outlook for the second half of the year, driven by an improving macroeconomic environment, growing institutional adoption under new accounting rules, and advancing regulatory clarity through bills like the GENIUS Act and CLARITY Act. Coinbase Research suggests that while Bitcoin is positioned to benefit from these macro and structural tailwinds, the performance of altcoins will likely depend on specific catalysts such as ETF approvals or protocol developments.

According to @QCompounding, a constructive outlook for crypto markets is forming for the second half of the year, driven by an improved macroeconomic backdrop and key regulatory progress. A report from Coinbase Research highlights that stronger U.S. growth, indicated by the Atlanta Fed’s GDPNow tracker jumping to 3.8%, coupled with expectations of Federal Reserve rate cuts, is fueling positive sentiment for Bitcoin (BTC). The report suggests BTC is poised to benefit from these tailwinds, as well as its inflation protection narrative. Meanwhile, regulatory developments such as the GENIUS Act for stablecoins and the CLARITY Act are expected to provide much-needed legal certainty. A major catalyst for traders is the SEC's review of over 80 crypto ETF applications, with some rulings anticipated as early as July. In parallel, the report notes that Real-World Asset (RWA) tokenization has surpassed the proof-of-concept phase, with over $20 billion in assets already on-chain, backed by major institutions like BlackRock and KKR. Key drivers for RWA growth include maturing blockchain infrastructure, improved custody solutions, and the rise of tokenized T-bills as superior yield-bearing collateral.

According to @AltcoinGordon, while Bitcoin (BTC) remains firm above $107,000, the broader crypto market is showing signs of fatigue as major altcoins experience profit-taking. Dogecoin (DOGE) fell nearly 4%, and other tokens like Ether (ETH), Solana (SOL), and Cardano (ADA) also saw losses as they approached local resistance levels. Despite this, analysts maintain a constructive outlook, citing improving macroeconomic conditions. Jeffrey Ding, Chief Analyst at HashKey Group, noted that progress on U.S.-China trade talks and softer inflation data create a favorable environment for risk assets. A Coinbase Research report further supports this, predicting a strong second half of 2025 for crypto, driven by better U.S. economic growth, growing corporate adoption of digital assets, and increasing regulatory clarity with bills like the GENIUS Act. Kraken economist Thomas Perfumo also highlighted that the market rally reflects crypto's evolving role as a macro hedge, with spot ETFs absorbing supply faster than expected.

According to @rovercrc, a combination of improving macroeconomic conditions, pending U.S. crypto regulation, and softer inflation data is creating a bullish outlook for Bitcoin (BTC). A Coinbase Research report highlights that stronger U.S. growth, with the Atlanta Fed’s GDPNow tracker at 3.8% QoQ, and corporate adoption are key tailwinds for the second half of 2025. The report also points to progress on crypto legislation like the GENIUS Act and CLARITY Act as a source of market stability. Separately, Matt Mena, a strategist at 21Shares, suggests that a recent softer-than-expected U.S. Consumer Price Index (CPI) report is a significant bullish catalyst. Mena states that if BTC breaks out of the $105K-$110K range, a move to $120K is possible, and a $200K price for Bitcoin by year-end is now 'firmly in play'. He adds that renewed institutional confidence and impending stablecoin regulation could further accelerate ETF inflows.

According to @rovercrc, while Bitcoin (BTC) holds firm above $107,000, with BTCUSDT trading around $108,026, several major altcoins are showing signs of profit-taking. The analysis notes that Dogecoin (DOGE) fell nearly 4%, Tron (TRX) slipped 5.5%, and other assets like XRP, BNB, Solana (SOL), and Cardano (ADA) experienced losses up to 3%. Ether (ETH), despite recent outperformance, is also cooling off after briefly touching $2,800, now trading near $2,497. However, a Coinbase Research report projects a constructive outlook for the second half of 2025, fueled by improving macroeconomic conditions, corporate adoption, and regulatory clarity. The report highlights the Atlanta Fed’s GDPNow tracker jumping to 3.8% and anticipates Federal Reserve rate cuts. Progress on crypto legislation, such as the GENIUS Act and the CLARITY Act, is expected to provide structural tailwinds for BTC. Augustine Fan of SignalPlus added that mainstream sentiment has turned positive, citing Circle's IPO and companies adopting BTC treasury strategies. Similarly, Thomas Perfumo of Kraken noted that spot ETFs are absorbing supply faster than anticipated within a more favorable U.S. regulatory environment, creating a virtuous cycle for the market.

According to @rovercrc, a confluence of positive factors suggests a constructive outlook for crypto markets, particularly for Bitcoin (BTC). A Coinbase Research report highlights an improving macroeconomic backdrop for the second half of 2025, with the Atlanta Fed's GDPNow tracker at 3.8% and expectations of Federal Reserve rate cuts. Analysis from Gregory Mall of Lionsoul Global notes that while BTC has hit new all-time highs driven by over $16 billion in year-to-date spot ETF inflows and central bank optimism, altcoins like Ethereum (ETH) and Solana (SOL) have lagged. Historically, Bitcoin dominance, now over 54%, peaks two to six months before a significant altcoin rally. Supporting a potential rotation, the total value locked (TVL) in DeFi has recovered to over $117 billion, according to DeFiLlama. Furthermore, Kevin Tam highlights accelerating institutional adoption, with Canadian pension funds entering the market and ETF demand for BTC last year being three times higher than the newly minted supply. Regulatory tailwinds, including potential US crypto bills and the UK's FCA greenlighting crypto ETNs, further bolster the case for a market upswing.

According to @cas_abbe, a report from Coinbase Research outlines a constructive outlook for the cryptocurrency market in the second half of 2025, with Bitcoin (BTC) expected to lead a rally. The positive forecast is based on several key factors, including a stronger U.S. economic backdrop, as indicated by the Atlanta Fed’s GDPNow tracker jumping to 3.8% QoQ. Further support is expected from potential Federal Reserve rate cuts, growing corporate adoption of digital assets facilitated by new mark-to-market accounting rules, and significant progress in regulatory clarity. The report highlights the GENIUS Act for stablecoins and the CLARITY Act, which aims to define the roles of the SEC and CFTC. Additionally, with over 80 crypto ETF applications under SEC consideration, potential approvals could provide major catalysts. While Bitcoin (BTC) appears set to benefit from these macro and structural tailwinds, the report suggests altcoins may lag unless driven by specific developments like individual ETF approvals.

According to @StockMarketNerd, a constructive outlook for crypto markets is expected in the second half of the year, driven by a confluence of positive factors. A report from Coinbase Research highlights an improved macroeconomic backdrop, with the Atlanta Fed’s GDPNow tracker pointing to 3.8% QoQ growth, alongside progressing U.S. crypto legislation like the CLARITY Act, which could provide significant tailwinds for Bitcoin (BTC). For Ethereum (ETH), institutional demand is a key driver, with OKX Chief Commercial Officer Lennix Lai noting that ETH derivative trading volume (45.2%) has surpassed BTC (38.1%) on the platform, making a price target of $3,000 for ETH look "increasingly likely." This institutional conviction is also seen in Bitcoin, as a Glassnode report indicates that long-term holder accumulation is outpacing profit-taking, a "highly atypical" and bullish signal for a late-stage bull market. Furthermore, CryptoQuant data shows the stablecoin market has reached an all-time high of $228 billion, with Presto Research noting that Tron (TRX) has captured the majority of recent inflows, while a16z Crypto's Scott Duke Kominers argues that blockchains will serve as the essential rails for the emerging AI agent economy.

According to @AltcoinGordon, a constructive outlook for crypto markets is emerging for the second half of the year, driven by a stronger macroeconomic backdrop and increasing regulatory clarity. A Coinbase Research report highlights that improving U.S. growth, with the Atlanta Fed’s GDPNow tracker at 3.8% QoQ, and expectations of Federal Reserve rate cuts are strengthening investor sentiment. Bitcoin (BTC) is reportedly poised to benefit from these tailwinds and its use as an inflation hedge. However, the report suggests altcoins may lag without specific catalysts like ETF approvals. On the regulatory front, the progression of the GENIUS Act for stablecoins and the CLARITY Act to define SEC and CFTC roles could provide significant clarity for investors. Furthermore, the SEC is reviewing over 80 crypto ETF applications, with some decisions possible as early as July. In protocol news, Polygon co-founder Sandeep Nailwal has taken over as CEO of the Polygon Foundation, pivoting the project's focus to the AggLayer cross-chain protocol and retiring the zkEVM network. Additionally, Bitcoin Core's upcoming version 30 will increase the OP_RETURN data limit, and Ant Group plans to apply for stablecoin licenses in Hong Kong and Singapore, signaling further institutional adoption.

According to @rovercrc, a report from Coinbase Research outlines a constructive outlook for crypto markets in the second half of the year, driven by several key factors. A strengthening U.S. macroeconomic backdrop, indicated by the Atlanta Fed’s GDPNow tracker jumping to 3.8% QoQ, is easing recession fears and boosting investor sentiment. The report suggests Bitcoin (BTC) is set to benefit from these tailwinds, as well as its appeal as an inflation hedge amid declining dollar dominance. Furthermore, regulatory clarity is improving with the Senate's passage of the GENIUS Act stablecoin bill and the potential CLARITY Act, which would define roles for the SEC and CFTC. Corporate adoption is also increasing, supported by new mark-to-market accounting rules, though this introduces risks related to debt-funded crypto purchases. While over 80 crypto ETF applications are under SEC consideration, the report notes that altcoins may lag behind Bitcoin unless they experience specific catalysts like individual ETF approvals.

According to @cas_abbe, a Coinbase Research report indicates a constructive outlook for crypto markets in the second half of the year, driven by several key factors. An improving macroeconomic backdrop is a primary driver, with the Atlanta Fed’s GDPNow tracker showing a jump to 3.8% QoQ growth, easing recession fears. The report suggests that corporate appetite for digital assets is growing, supported by a 2024 rule change allowing for "mark-to-market" accounting. This trend is expanding demand for assets like Bitcoin (BTC), though it also introduces risks related to debt-funded purchases. Furthermore, significant progress in U.S. crypto regulation is providing crucial clarity for the market. The report highlights the GENIUS Act for stablecoins and the broader CLARITY Act, which aims to define the roles of the SEC and CFTC. With the SEC also reviewing over 80 crypto ETF applications, Bitcoin appears positioned to benefit from these structural and macroeconomic tailwinds, while altcoins may lag without specific catalysts like individual ETF approvals.

According to @cas_abbe, a constructive outlook for crypto markets in the second half of 2025 is fueled by an improving macroeconomic backdrop and significant regulatory progress. A Coinbase Research report highlights that stronger U.S. growth, indicated by the Atlanta Fed’s GDPNow tracker jumping to 3.8% QoQ, and expectations of Federal Reserve rate cuts are strengthening investor sentiment for Bitcoin (BTC). The report suggests BTC is poised to benefit from these tailwinds, even as altcoins may lag without specific catalysts. On the regulatory front, the GENIUS Act for stablecoins and the CLARITY Act to define SEC and CFTC oversight are advancing, with rulings on over 80 crypto ETF applications potentially arriving by October. Separately, U.S. Senator Cynthia Lummis is pushing a tax amendment to waive taxes on crypto transactions under $300 and, crucially for traders and investors, to tax staking and mining rewards only when the assets are sold, not upon acquisition. This could significantly simplify tax obligations and encourage wider crypto adoption.

According to Coinbase Research, a constructive outlook for crypto markets is expected in the second half of 2025, driven by a combination of macroeconomic improvements, corporate adoption, and regulatory progress. The report highlights strengthening U.S. growth, with the Atlanta Fed’s GDPNow tracker at 3.8% QoQ, and anticipated Federal Reserve rate cuts as key tailwinds for Bitcoin (BTC). Further demand is expected from public companies adding crypto to their balance sheets, supported by new 'mark-to-market' accounting rules. Key regulatory developments, including the GENIUS Act and the potential approval of over 80 crypto ETF applications by the SEC, are anticipated to provide significant market clarity. The research suggests Bitcoin is positioned to benefit from these structural factors, while the outlook for altcoins will likely depend on specific catalysts such as individual ETF approvals or protocol developments.

According to @Pentosh1, a constructive outlook for Bitcoin (BTC) is emerging for the second half of the year, supported by analysis from both Coinbase Research and Standard Chartered. Coinbase Research highlights an improved macroeconomic backdrop, with the Atlanta Fed’s GDPNow tracker indicating stronger U.S. growth, alongside progress on key crypto legislation like the GENIUS and CLARITY Acts. They note that while BTC appears poised to benefit from these macro and structural tailwinds, altcoins may lag without specific catalysts. Separately, Standard Chartered analyst Geoff Kendrick has reiterated a year-end Bitcoin price forecast of $200,000, stating the "bitcoin halving cycle is dead" due to strong institutional support. The bank cites robust inflows from spot Bitcoin ETFs and renewed corporate treasury demand, which collectively absorbed 245,000 BTC in the second quarter, as primary drivers for the bullish forecast.

According to @rovercrc, a constructive outlook for crypto markets is emerging for the second half of 2025, driven by several key factors. A Coinbase Research report highlights an improving macroeconomic backdrop, with the Atlanta Fed’s GDPNow tracker forecasting 3.8% QoQ growth, alongside expectations for Federal Reserve rate cuts. Furthermore, increasing regulatory clarity from proposed U.S. legislation like the GENIUS Act for stablecoins and the broader CLARITY Act is expected to provide tailwinds, primarily for Bitcoin (BTC). This contrasts with the market's performance in the first half of the year, where BTC climbed 13% while major altcoins like Ethereum (ETH) and Solana (SOL) tumbled 25% and 17%, respectively. Analyst opinions on the immediate future are divided; Joel Kruger of LMAX Group notes that July and the second half of the year have historically been strong for crypto. Conversely, Bitfinex analysts warn of a potentially lackluster third quarter, which is historically weaker for Bitcoin, suggesting prolonged 'range bound price action'.

According to @rovercrc, analysis from Standard Chartered suggests the typical Bitcoin (BTC) post-halving price decline is 'dead' this cycle, citing strong structural support from institutional investors. The investment bank reiterated its $200,000 year-end price forecast for BTC, expecting it to reach $135,000 by the end of Q3, driven by spot Bitcoin ETF inflows and corporate treasury demand which accounted for 245,000 BTC in Q2 alone (source: Standard Chartered). Further upside could be fueled by macro factors like a potential early departure of Fed Chair Jerome Powell and progress on U.S. stablecoin legislation (source: Standard Chartered). Complementing this view, Coinbase Research reports a constructive outlook for the second half of the year based on an improving U.S. economic forecast, with the Atlanta Fed’s GDPNow tracker jumping to 3.8% QoQ (source: Coinbase Research). Corporate adoption is also increasing, aided by a new 'mark-to-market' accounting rule (source: Coinbase Research). Key regulatory developments, including the GENIUS Act and the CLARITY Act, alongside over 80 pending crypto ETF applications with the SEC, are expected to provide further tailwinds for Bitcoin, while the outlook for altcoins remains more complex (source: Coinbase Research).

According to @KookCapitalLLC, a constructive outlook for Bitcoin (BTC) in the second half of 2025 is supported by several key factors. A Coinbase Research report highlights an improved macroeconomic backdrop, with the Atlanta Fed’s GDPNow tracker pointing to 3.8% QoQ growth, alongside expectations of Federal Reserve rate cuts. Further bullish signals include increasing corporate adoption of digital assets, facilitated by a 2024 mark-to-market accounting rule change. On the regulatory front, progress on the GENIUS Act for stablecoins and the CLARITY Act, which aims to define SEC and CFTC roles, is expected to provide greater market clarity. The SEC is also reviewing over 80 crypto ETF applications, with some decisions anticipated as early as July. In contrast, Gerry O’Shea of Hashdex notes that most financial advisors currently remain hesitant to recommend crypto to clients, citing volatility as their primary concern. However, O'Shea predicts this caution will not last and sees major 2025 themes in Bitcoin and stablecoins, with the latter's growth benefiting smart contract platforms like Ethereum (ETH) and Solana (SOL).