In recent months, expert opinions on the future of Bitcoin and its cycles have changed significantly. Analysts are focusing on how institutional investments and new market conditions disrupt traditional models.
Expert Opinions on Market Expectations
Bitcoin analyst PlanC argues that traders predicting a Q4 2025 peak do not understand basic statistics or probability. He compared relying on three previous halving cycles to betting all money on heads after three consecutive tails. He stated, 'There is zero fundamental reason for Bitcoin to peak in Q4 2025 beyond psychological factors.'
Changes in Bitcoin Supply Dynamics
According to CoinDesk, institutional demand has fundamentally altered Bitcoin's supply dynamics in 2025. Institutional investments have absorbed over 690,000 BTC compared to just 109,000 BTC in new supply. Corporate treasury accumulation accelerated dramatically during July and August 2025, with 28 new companies adding more than 140,000 BTC.
New Price Discovery Mechanisms
The traditional four-year Bitcoin cycle faces unprecedented challenges from macroeconomic forces and institutional adoption. CNBC analysis suggests these changes may lead to a breaking of the cycle. Over 180 companies now hold Bitcoin as strategic reserves, with institutional portfolios averaging 5% Bitcoin allocations by 2025.
The expanding institutional support and changing market conditions create a new context for Bitcoin cycle analysis. Preliminary expectations and assumptions about peaks can no longer ignore the influence of ETFs and corporate strategies.
