According to @AltcoinGordon, a Coinbase Research report indicates a constructive outlook for crypto markets in the second half of the year, fueled by an improved macroeconomic backdrop and regulatory progress. Key drivers include stronger U.S. growth, with the Atlanta Fed’s GDPNow tracker at 3.8%, and expectations of Federal Reserve rate cuts, which are boosting investor sentiment. The report suggests Bitcoin (BTC) is poised to benefit from these tailwinds, alongside its appeal as an inflation hedge. Meanwhile, regulatory clarity is advancing with the GENIUS Act for stablecoins and the CLARITY Act to define SEC/CFTC roles. The SEC is also reviewing over 80 crypto ETF applications, with some decisions possible by July. In separate protocol news, the Polygon (MATIC) foundation is undergoing a major strategic overhaul, with co-founder Sandeep Nailwal taking control to pivot focus to the AggLayer cross-chain protocol while retiring the zkEVM network. Additionally, the Ethereum Foundation has implemented a new treasury policy, capping operational expenses at 15% to prioritize critical development for 2025-2026.

According to @rovercrc, the latest U.S. inflation data, which came in softer than expected, has significantly increased the probability of Bitcoin (BTC) reaching $200,000 by the end of the year, as stated by 21Shares analyst Matt Mena. The Consumer Price Index (CPI) report showed a modest 0.1% rise, prompting traders to price in approximately two Federal Reserve rate cuts in 2024. Mena suggests this macro tailwind, combined with growing institutional adoption, impending stablecoin regulation, and state-level reserve programs, could 'supercharge ETF inflows.' From a cultural perspective, Bitwise's Jeff Park noted that younger investors increasingly view owning one full Bitcoin as a primary financial goal, a new 'American Dream' symbolizing self-sovereignty. Technically, BTC has demonstrated resilience by holding support above the $105,000 level, with analysis pointing to potential upside toward $106,000.

According to Andre Dragosch, several factors support a bullish case for Bitcoin (BTC), despite conflicting economic data. Dragosch highlights that the US Dollar Index (DXY) falling to its lowest level since March 2022 is a 'very bullish' signal for global money supply and Bitcoin. This is complemented by the strong performance of Nvidia (NVDA) stock, which hit a record high and maintains a strong positive 90-day correlation of 0.80 with BTC. Further supporting a risk-on environment, bond markets are signaling a potential recession with a steepening yield curve, as noted by Kurt S. Altrichter, and consumer confidence has dropped to levels that historically precede a downturn. However, a stronger-than-expected U.S. June jobs report, with 147,000 payrolls added, has complicated the outlook. This robust data supports the Federal Reserve's patient stance on monetary policy, causing traders to significantly reduce bets on a July rate cut and leading to a modest dip in BTC's price from its one-month high above $110,000.

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 @KookCapitalLLC, a softer-than-expected U.S. inflation report is a significant bullish catalyst for Bitcoin (BTC), with one analyst now viewing a $200,000 price target by year-end as 'firmly in play'. Matt Mena of 21Shares stated that the Consumer Price Index (CPI) data, which rose only 0.1% against a 0.2% forecast, strengthens the case for Federal Reserve policy easing, a positive development for scarce assets like Bitcoin. Mena suggests that if BTC breaks the $105K-$110K range, a move to $120K is likely, potentially fast-tracking the year-end target. This macroeconomic tailwind is compounded by other bullish factors like the successful U.S. launch of the REX-Osprey Solana + Staking ETF (SSK). However, Vetle Lunde of K33 research warns traders to prepare for a volatile July, citing potential market-moving events such as a U.S. expansionary budget bill and tariff deadlines. Lunde notes that crypto market leverage remains contained, advising traders to 'maintain spot exposure' through the anticipated turbulence.

According to @KobeissiLetter, the cryptocurrency market experienced a broad selloff, with Bitcoin (BTC) falling over 2.5% to below $106,000, while altcoins such as Ether (ETH), Solana (SOL), and Dogecoin (DOGE) saw steeper declines of 5-7%. The source attributes this downturn in risk assets to geopolitical factors, including President Trump's threats of renewed tariffs and heightened tensions with Iran. For the week ahead, traders are focused on two major events: Federal Reserve Chairman Jerome Powell's semi-annual testimony and the release of the core Personal Consumption Expenditures (PCE) price index, the Fed's preferred inflation metric. The source notes that dovish hints from Powell regarding interest rates could fuel risk-taking and benefit BTC. The consensus forecast for the core PCE data is a 0.1% month-on-month increase, which could support the case for rate cuts. However, analysts at ING suggest only one rate cut may occur this year, potentially in December, creating uncertainty for traders.

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 @balajis, Bitcoin's (BTC) bullish case is gaining momentum, supported by several key macroeconomic factors. The US Dollar Index (DXY) has fallen to its lowest level since February 2022, a development that Andre Dragosch of Bitwise described as 'very bullish' for global money supply and Bitcoin. Further strengthening this outlook is the strong positive correlation between BTC and AI-related stock Nvidia (NVDA), which recently hit a record high; their 90-day correlation coefficient stands at a significant 0.80. Additionally, indicators are pointing towards a potential recession and a more dovish Federal Reserve. Wealth advisor Kurt S. Altrichter noted that a steepening yield curve is a historical recession precursor, while the Conference Board's consumer expectations index has dropped below a key recessionary threshold. These developments have led traders to price in a potential Fed rate cut in July, with Bloomberg reporting that interest rate swaps now reflect easing expectations.

According to @rovercrc, the prospect of Bitcoin (BTC) reaching $200,000 by the end of the year is now 'firmly in play,' as stated by Matt Mena, a crypto research strategist at 21Shares. This bullish outlook follows a softer-than-expected U.S. Consumer Price Index (CPI) report, which showed inflation cooling and has increased trader expectations for Federal Reserve rate cuts this year. Mena suggests that if BTC breaks the $105K-$110K range with conviction, it could rapidly move to $120K and potentially hit $138.5K by the end of summer. The report also highlights a cultural shift noted by Jeff Park, Head of Alpha Strategies at Bitwise Asset Management, who describes owning one full Bitcoin—becoming a 'wholecoiner'—as the 'new American dream' for younger generations seeking financial sovereignty. From a technical standpoint, BTC has demonstrated resilience by holding the critical $104,000–$105,000 support zone and is currently trading around $109,433, showing consolidation that suggests potential for further upside.

According to @rovercrc, Bitcoin (BTC) has recovered to trade near $109,000, with analysts identifying the $104,000-$105,000 range as a critical support zone after a recent dip. The bullish momentum is being fueled by dovish Federal Reserve commentary hinting at future rate cuts, which has improved investor sentiment, according to Nick Ruck of LVRG Research. FxPro’s Alex Kuptsikevich adds that BTC reclaiming its 50-day moving average is a bullish signal, while the total crypto market cap has confirmed its 200-day moving average as new support. A significant cultural trend is also supporting long-term demand, with Bitwise's Jeff Park noting that younger generations increasingly aspire to become 'wholecoiners'—owning one full BTC—as a new symbol of financial security. Traders are also monitoring other assets like Ether (ETH), Solana (SOL), and Cardano (ADA) for continued recovery.

According to Matt Hougan, softer-than-expected U.S. inflation data has emerged as a significant bullish catalyst for Bitcoin (BTC), with some analysts now viewing a year-end price of $200,000 as a firm possibility if momentum continues. Analysis from the source suggests a decisive breakout above the $105,000-$110,000 range could trigger a rapid move to $120,000. The cooling inflation, as shown by the latest CPI report, has increased trader expectations for Federal Reserve rate cuts this year, further supporting the crypto market. Despite these positive macro drivers, including growing institutional adoption and clearer stablecoin regulation, the market is currently in a consolidation phase, with BTC trading in a $102,000 to $108,000 band. The technical outlook remains bullish, with a potential run toward $145,000 if recent highs are surpassed. For Ether (ETH), clearing the $2,900 level could open a path to $3,400, and traders are eyeing the historically strong second half of the year for a potential market upswing.

According to @rovercrc, softer-than-expected U.S. inflation data is fueling bullish sentiment for Bitcoin (BTC), with analysts now seeing a path to new highs. Matt Mena of 21Shares suggests that this positive macro environment could push the BTC price to $200,000 by the end of the year, noting that a firm break out of the $105,000-$110,000 range could trigger a sharp move to $120,000 much sooner. This outlook is supported by Nick Ruck of LVRG Research, who points to rising institutional purchases and dovish commentary from the Federal Reserve as key drivers. Following the inflation report, traders are now pricing in approximately two Fed rate cuts for this year. From a technical standpoint, FxPro’s Alex Kuptsikevich notes that Bitcoin has reclaimed its 50-day moving average, signaling strengthening momentum. As Bitcoin trades near $108,000, traders are also watching for potential upward moves in altcoins like Ether (ETH), Solana (SOL), and Cardano (ADA).

According to @rovercrc, Bitcoin's (BTC) bullish case is strengthening due to favorable macroeconomic conditions, even as some altcoins show signs of fatigue. The US Dollar Index (DXY) has fallen to its lowest point since February 2022, a development Bitwise's Andre Dragosch called "very bullish" for BTC. Concurrently, AI-related stock Nvidia (NVDA) hit a record high, maintaining a strong 90-day correlation of 0.80 with Bitcoin. However, cautionary signals persist, with wealth advisor Kurt S. Altrichter noting that a steepening yield curve in the bond market historically precedes recessions. Despite the positive macro outlook for Bitcoin, other major cryptocurrencies are experiencing pullbacks. Dogecoin (DOGE) fell nearly 4% and Ether (ETH) showed signs of cooling after briefly topping $2,800, suggesting traders may be taking profits as these assets approach local resistance levels.

According to @Pentosh1, Bitcoin (BTC) has rebounded to nearly $108,000, driven by easing geopolitical tensions and dovish signals from the Federal Reserve hinting at future rate cuts. Ryan Lee of Bitget Research provided a bullish forecast, suggesting BTC could reach $110,000–$115,000 by Q3 and potentially $130,000–$160,000 by the end of the year, while Ether (ETH) could reach $5,500 long-term. Supporting this outlook, Alex Kuptsikevich from FxPro noted that the crypto market cap has bounced off its 200-day moving average, confirming it as a new support level, and BTC has reclaimed its 50-day average. Gadi Chait of Xapo Bank added that institutional buying is helping to create shallower dips and faster rebounds. With underlying demand strengthening, as shown by eToro and CoinShares data, altcoins like ETH, Solana (SOL), and Cardano (ADA) are also positioned for potential gains.

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 @MilkRoadDaily, several key macroeconomic factors are bolstering the bullish case for Bitcoin (BTC), with some analysts now seeing a potential year-end price of $200,000. Matt Mena of 21Shares stated that softer-than-expected U.S. inflation data could be the catalyst that puts a "$200K Bitcoin by year-end... firmly in play." This sentiment is supported by the U.S. dollar index (DXY) falling to its lowest level since early 2022, a development Bitwise's Andre Dragosch called "very bullish" for Bitcoin. Further strengthening the risk-on environment, Nvidia (NVDA) shares hit a record high, maintaining a strong 90-day correlation of 0.80 with BTC. Additional market signals, including a steepening yield curve and declining consumer confidence, are increasing trader expectations for Federal Reserve rate cuts, which historically benefits assets like Bitcoin.

According to @MilkRoadDaily, the bullish case for Bitcoin (BTC) is gaining strength due to several key macroeconomic factors. The US Dollar Index (DXY) has fallen to its lowest level since February 2022, a development that Bitwise's Andre Dragosch described as "very bullish" for global money supply and Bitcoin, as it tends to encourage risk-taking. Concurrently, AI chipmaker Nvidia (NVDA) saw its shares hit a record high, maintaining a strong positive 90-day correlation of 0.80 with BTC, suggesting their price trends are closely linked. Further supporting the risk-on sentiment are signals of a potential recession and subsequent Federal Reserve easing. The bond market's yield curve is steepening, a historical recession indicator noted by wealth advisor Kurt S. Altrichter, and the Conference Board's consumer expectations index has dropped below a key recessionary threshold. Citing the CME FedWatch tool and Bloomberg, traders are now increasingly pricing in Fed rate cuts, with swaps indicating potential easing as early as July, creating a favorable environment for assets like Bitcoin.

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 @KobeissiLetter, a softer-than-expected U.S. Consumer Price Index (CPI) report is acting as a major bullish catalyst for the crypto market. Matt Mena, a research strategist at 21Shares, stated that the muted inflation data puts a Bitcoin (BTC) price target of $200,000 by year-end "firmly in play." Mena also noted that if BTC decisively breaks the $105K-$110K range, it could hit $138.5K by the end of summer. The CPI data has led traders to price in approximately two 25-basis-point Fed rate cuts this year. Additional positive sentiment comes from institutional developments, including a JPMorgan trademark filing for digital asset services and Purpose's plan to launch a spot XRP exchange-traded fund (ETF) in Canada, which contributed to a rally in XRP. In response, BTC rose over 3% to trade around $108,600. However, Nansen research analyst Nicolai Søndergaard cautioned that it is not yet an "altcoin season," as Bitcoin's performance remains the primary market driver. Bitfinex analysts identified a key support zone for BTC at $102,000-$103,000, suggesting a recent sell-off may have marked a local bottom.