Opinion: The crypto bull market is coming, are you ready?

Bitcoin and cryptocurrencies are poised for a significant bull run, driven by strong financial signals like falling global interest rates, rising M2 money supply, and institutional adoption.
Bitcoin's fixed supply of 21 million makes it a decentralized, inflation-resistant store of value, attracting institutional investors like pension funds and sovereign wealth funds.
Global central banks are cutting interest rates, making cash and bonds less attractive and pushing capital into high-upside assets like Bitcoin.
The global M2 money supply is expanding rapidly, eroding fiat currency value and increasing demand for hard assets like Bitcoin.
Institutional buying is accelerating, with US Bitcoin ETFs recording $5.2 billion in net inflows in May 2025, signaling long-term confidence.
The macro environment (low rates, high money supply, institutional adoption, and global uncertainty) favors Bitcoin as a hedge asset.
Ethereum and altcoins are expected to follow Bitcoin's rally, with Ethereum holding above $5,800 and DeFi TVL recovering.
The next Bitcoin price targets could be $120,000 or higher if it breaks key resistance levels.
The current market phase is likely a midpoint, not a peak, with long-term upside potential still ahead.

Author: CryptoTalk

Compiled by: Vernacular Blockchain

You can feel the change in the air. The signals pointing to the next big crypto bull run aren’t just pie in the sky — they’re based on real financial signals that can’t be ignored. As someone who watches global markets closely, I believe we’re on the brink of a strong rally in cryptocurrencies, especially Bitcoin. I want to break down why.

From falling global interest rates to rising M2 money supply to massive institutional buying, momentum is building rapidly. And Bitcoin, by virtue of its core fundamentals, is perfectly positioned to benefit from it.

Let’s take a look at the data and macro trends. Because if you’re still on the fence, now might be your last chance to prepare.

Bitcoin’s fundamentals make it an ideal long-term asset

Bitcoin is not just another digital currency. It is a direct response to the flaws of the global financial system. At a time when governments are endlessly printing money, the supply of Bitcoin is permanently fixed at 21 million. This property makes it extremely powerful.

Currently, Bitcoin is trading at around $ 104,500 — a sharp rebound from the 2022 bear market lows. But this still looks like the starting point of a longer-term trend. Why? Because the world is slowly waking up to what Bitcoin is: a decentralized, inflation-resistant store of value.

The U.S. government acknowledged as much when it launched its strategic Bitcoin reserve in March 2025. This marked a major shift in the government’s view of Bitcoin - from a “speculative asset” to a “strategic macro hedge.”

Institutions are following the trend. It’s no longer just tech-savvy retail investors who are buying Bitcoin. Pension funds, insurance companies, and sovereign wealth funds are also quietly accumulating.

Falling global interest rates add fuel to bull market

We have officially entered a global easing cycle. Central banks around the world are racing to cut interest rates:

The ECB recently cut its key interest rate to 2%.
The Bank of Canada also cut interest rates.
The U.S. Federal Reserve is facing increasing pressure to cut interest rates.

Low interest rates change investor behavior. When yields fall, cash and bonds become less attractive, and money starts to flow into assets with greater upside potential — like cryptocurrencies.

Bitcoin prices have surged during past rate-cutting cycles. It’s no coincidence that the low-interest-rate period of 2020-2021 saw Bitcoin’s value skyrocket. Now, history looks set to repeat itself, but with one major difference: this time we have a Bitcoin spot ETF , institutional custody infrastructure, and a broader public understanding of Bitcoin.

By holding Bitcoin in a world of falling interest rates, you’re not just speculating — you’re preserving value.

Global M2 money supply is rising rapidly

Let's talk about money supply.

M2 represents the total amount of cash, savings, and other liquid assets in the economy. It is currently growing again. As of the second quarter of 2025, the global supply of M2 is close to $93 trillion . In the United States alone, M2 reached a new high of $21.93 trillion , an increase of more than 4% year-on-year.

It’s more than just a number—it’s a signal.

When the money supply expands, the purchasing power of fiat currency decreases. This is basic monetary economics. When cash loses value, people start looking for hard assets to protect their wealth. This is exactly when Bitcoin thrives.

Bitcoin is not just another risk-on asset. In a world of infinite fiat currencies, its limited supply becomes more precious with every trillion printed.

Institutions Are Quietly and Steadily Buying Bitcoin

The world’s biggest money moves without fanfare. And right now, that money is flowing into Bitcoin.

In May 2025 alone, US spot Bitcoin ETFs recorded $5.2 billion in net inflows. These are not meme stock traders. These are institutions with a long-term horizon, building positions that they plan to hold for years.

It's not just ETFs.

We’re seeing family offices, insurance companies, and even governments exploring holding Bitcoin directly. Some choose to self-custody, others rely on a trusted custodian like Fidelity or Coinbase Prime. But the result is the same: increasing demand for a finite asset.

This steady inflow won’t fuel short-term speculation – but it is the basis for sustainable long-term price appreciation.

The macro environment is bullish overall

Looking at the big picture, it’s hard not to be optimistic.

Here is the macro environment for further development in 2025:

Interest rates fall, weakening fiat currencies.
The money supply expands, eroding the value of cash.
Institutional adoption increases, bringing legitimacy and capital.
From inflation to geopolitics, global uncertainty remains high.

Combine these factors, and Bitcoin’s role as a hedge asset — like digital gold — becomes clearer than ever.

Add to that the recent Bitcoin halving , which reduced the supply of new BTC on the market, and you have a perfect storm of supply and demand. Demand goes up, supply goes down, and price responds.

If Bitcoin stays above $100,000 and breaks out of the $112,000 resistance level, the next target could be $120,000 or even higher.

Ethereum and altcoins will follow Bitcoin’s lead

While I’m focusing on Bitcoin, the entire crypto ecosystem is worth mentioning as well because when Bitcoin rises strongly, other currencies tend to follow.

Ethereum price remains above $5,800 with strong momentum:

Layer 2 scaling solutions like Optimism and Arbitrum are gaining widespread adoption.
The total value locked (TVL) in decentralized finance (DeFi) is steadily recovering.
There are rumors of a spot ETH launch, which could unleash huge institutional demand.

Historically, when Bitcoin dominance peaks, funds begin to rotate into Ethereum, then the top altcoins, and then small potential coins. This is a pattern we saw in 2017 and 2021 - and it is likely to repeat itself in 2025.

So if you’re watching the market, don’t just look at the Bitcoin price — also look at where the money is going afterward.

This is not the top

The truth is — this isn’t a peak, it’s more like a midpoint. The next crypto bull run isn’t a question of “if” it happens, it’s a question of “when” it happens.

Fundamentals are stronger than ever. The macro environment has aligned. Most people still don’t fully realize what is happening.

If you've been waiting for the perfect entry, remember: The best time to buy is during a panic. The second best time might be right now -- before the rest of the world follows suit.

Markets will move in waves. But if you take the long view and position yourself wisely, Bitcoin and cryptocurrencies still offer the potential for life-changing upside.