Author: CryptoTalk; Compiler: Vernacular Blockchain
You can feel the change in the air. The signals pointing to the next big cryptocurrency bull run are not groundless - they are based on real financial signals that cannot be ignored. As someone who closely follows global markets, I believe we are on the verge of a strong rise in cryptocurrencies, especially Bitcoin. I want to analyze the reasons in detail.
From falling global interest rates to increasing M2 money supply to massive institutional buying, momentum is accumulating rapidly. And Bitcoin, with its core fundamentals, is perfectly positioned to benefit from it.
Let's take a look at the data and macro trends. Because if you are still on the sidelines, now may be your last chance to prepare.
Bitcoin's fundamentals make it an ideal long-term asset
Bitcoin is more than just another digital currency. It’s 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 very powerful.
Currently, Bitcoin is priced at around $104,500 — a sharp rebound from the 2022 bear market low. But it still feels like the starting point of a longer-term trend. Why? Because the world is gradually waking up to Bitcoin for what it 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 this trend, too. It’s no longer just tech-savvy retail investors who are buying Bitcoin. Pension funds, insurance companies, and sovereign wealth funds are quietly accumulating as well.
Lower global interest rates add fuel to the bull market
We are officially in a global easing cycle. Central banks around the world are racing to cut rates:
The European Central Bank recently cut its key rate to 2%.
The Bank of Canada has also cut rates.
The U.S. Federal Reserve is facing increasing pressure to cut 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.
During past rate-cutting cycles, Bitcoin prices have soared. It’s no coincidence that the 2020-2021 period of low interest rates has seen Bitcoin’s value skyrocket. Now, history appears 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.
Holding Bitcoin in a world of falling interest rates, you’re not just speculating — you’re preserving value.
Global M2 Money Supply Climbs Fast
Let’s talk about money supply.
M2 represents the total amount of cash, savings, and other liquid assets in the economy. It’s currently growing again. As of the second quarter of 2025, the global M2 supply is close to $93 trillion. In the U.S. alone, M2 hit a new high of $21.93 trillion, up more than 4% year-over-year.
This isn’t just a number — it’s a signal.
When the money supply expands, the purchasing power of fiat currency decreases. It’s basic monetary economics. When cash loses value, people start looking for hard assets to protect their wealth. This is exactly when Bitcoin is booming.
Bitcoin is not just another risk asset. In a world of unlimited fiat currency, its limited supply becomes more precious with every trillion printed.
Institutions Are Quietly and Steadily Buying Bitcoin
The world’s biggest money moves tend to be unassuming. And right now, those funds are flowing into Bitcoin.
In May 2025 alone, U.S. spot Bitcoin ETFs saw $5.2 billion in net inflows. These aren’t meme stock traders. These are institutions with a long-term view, 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 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 doesn’t fuel short-term speculation — but it’s the foundation for sustainable long-term price appreciation.
The Macro Environment Is Bullish Across the Board
Looking ahead, it’s hard not to be bullish.
Here’s the macro environment for deep play in 2025:
Falling interest rates, weakening fiat currencies.
Money supply expands, eroding the value of cash.
Institutional adoption increases, bringing legitimacy and capital.
Global uncertainty remains high, from inflation to geopolitics.
Combining these factors, Bitcoin’s role as a hedge asset — akin to digital gold — is 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 rises, supply decreases, and price reacts.
If Bitcoin stays above $100,000 and breaks through the $112,000 resistance level, the next target could be $120,000 or even higher.
Ethereum and Altcoins Will Follow Bitcoin’s Footsteps
While I’m focusing on Bitcoin, the entire crypto ecosystem is worth mentioning as well. Because when Bitcoin rises strongly, other coins tend to follow.
Ethereum price remains above $5,800 with strong momentum:
Layer 2 scaling solutions like Optimism and Arbitrum are seeing widespread adoption.
Decentralized Finance (DeFi) Total Value Locked (TVL) 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 top altcoins, and then small potential coins. This is a pattern we saw in 2017 and 2021 - and it is likely to repeat in 2025.
So if you’re watching the markets, don’t just look at the Bitcoin price — look at where the money is going after it.
This isn’t the top
The truth is — this isn’t like a top, it’s more like a midpoint. The next crypto bull run isn’t a question of “if” it’s going to happen, it’s a question of “when” it’s going to happen.
The fundamentals are stronger than ever. The macro environment has aligned. Most people still don’t fully realize what’s happening.
If you’ve been waiting for the perfect entry, remember: The best time to buy is during a panic. The next best time may be right now — before the whole world catches up.
Markets will move in waves. But if you take the long view and position wisely, Bitcoin and cryptocurrencies still offer life-changing upside potential.
