(Investorideas.com
Newswire) a go-to platform for big investing ideas, including crypto
stocks issues market commentary from deVere Group.
Bitcoin could reach fresh all-time highs this year amid continuing
institutional investment infrastructure, predicts the CEO of one of
the world’s largest independent financial advisory and asset
management organizations.
The forecast from deVere Group’s Nigel Green comes as Bitcoin
trades sharply below its October 2025 peak of more than $126,000,
having fallen back toward the mid-$60,000 range in recent weeks,
triggering one of the most negative waves of sentiment since 2022.
Despite the scale of the pullback and persistent ETF outflows
dominating headlines, Nigel Green argues that the foundations
supporting the digital asset are stronger than in any previous
cycle.
“Price has corrected aggressively, but the underlying
framework around Bitcoin has not fractured,” he says.
“In previous downturns, infrastructure failed alongside
valuations. Major intermediaries collapsed and confidence
evaporated. This time, regulated products are functioning,
custodians remain operational, and institutional access continues to
expand.”
Since the launch of US spot Bitcoin ETFs in January 2024,
cumulative inflows have reached tens of billions of dollars.
Although recent weeks have seen redemptions, Nigel Green stresses
that the proportion withdrawn represents a fraction of total net
inflows since inception.
“The focus on short-term ETF outflows ignores the
broader picture,” he explains. “The institutional
allocation base that entered the market over the last two years has
not disappeared.”
On-chain metrics show that a substantial share of circulating
Bitcoin remains in the hands of long-term holders.
At the same time, exchange balances have trended lower over the past
year, reducing the amount of readily tradable supply.
“Supply is tightening,” notes the deVere CEO.
“When sentiment shifts, price movement can accelerate because
there’s less liquidity available to absorb renewed
demand.”
He believes current bearish positioning reflects a confidence gap
rather than structural weakness.
“Almost half of outstanding coins are below their
holders’ cost basis at current levels. Options markets are
pricing in downside protection. Fear is elevated,” he notes.
“Yet there’s been no systemic event comparable to
2022 when FTX dramatically collapsed. The architecture of the market
remains intact.”
The chief executive points to continued product development by major
financial institutions as further evidence that institutional
integration is progressing rather than retreating.
“Banks, asset managers and payment firms are embedding digital
asset capabilities into core offerings. This strategic direction is
long term,” he says.
He expects sentiment to improve markedly by mid-year.
“As macro uncertainty stabilises and ETF flows
normalize, sidelined capital is likely to re-enter. We could
reasonably expect a return to $100,000 by the end of the second
quarter.”
Looking beyond mid-2026, he sees the potential for Bitcoin to
exceed its previous record high before the year concludes.
“Once momentum re-establishes, fresh all-time highs are
achievable before year-end,” he states. “The prior peak
is not a permanent ceiling.”
Nigel Green emphasises that volatility remains intrinsic to
digital assets but argues that cyclical corrections have
historically preceded renewed expansion phases.
“The key issue is whether structural adoption has
stalled,” he says. “Our assessment is that it has not.
Institutional infrastructure is broader, deeper and more resilient
than at any point in Bitcoin’s history.”
He concludes: “The current bearish mood is intense, but we
think it’s unlikely to endure through the middle of the year.
“Confidence can rebuild rapidly in markets where supply
is constrained and institutional participation is embedded.
“We expect Bitcoin back to six figures by the end of Q2
and potentially printing new highs before the end of 2026.”
