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Bitcoin ‘increasingly unlikely’ to see prolonged correction: 21Shares

2025-07-16 03:08:12

Main Idea

Bitcoin is unlikely to experience a prolonged correction in the near term due to structural supply-demand imbalances and strong ETF demand, though macro risks could still pose threats.

Key Points

1. Bitcoin's supply on exchanges and OTC desks is at an all-time low, while demand remains high, creating a structural imbalance.

2. US-listed Bitcoin ETFs have absorbed significantly more BTC than will be mined this year, further tightening supply.

3. Bitcoin reached a new all-time high of $122,884, yet retail participation appears low compared to institutional demand.

4. Macro risks, such as potential severe tariffs under Trump, could negatively impact Bitcoin and broader risk assets.

5. Historically, Q3 is Bitcoin's weakest-performing quarter, but the current cycle is defying seasonal trends with strong performance.

Description

Bitcoin’s “structural imbalance” signals that it probably won’t experience a significant downturn in the near term, says 21Shares crypto research strategist Matt Mena.

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