Bitcoin May Never Fall Below $100K Again — Analyst Predicts Historic Turning Point
October 27, 2025 — Bitcoin (BTC) may be on the brink of a historic shift that could redefine its price dynamics forever.
According to Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered, the world’s largest cryptocurrency may never again fall below $100,000 — provided one more favorable week of macroeconomic and on-chain momentum plays out.
A “Point of No Return” for Bitcoin’s Price
Kendrick’s latest report frames Bitcoin’s current market behavior as a structural inflection point.
The crypto asset, which briefly dipped under $110,000 earlier this week, continues to attract massive institutional inflows through spot Bitcoin ETFs, while retail demand in Asia and the U.S. remains robust.
“We believe Bitcoin is on the verge of establishing $100K as its new global support level,” Kendrick wrote. “If risk sentiment holds steady over the coming week, sub-$100,000 Bitcoin could become a thing of the past.”
Standard Chartered previously predicted that Bitcoin could hit $150,000 by year-end 2025, driven by ETF inflows, supply constraints post-halving, and favorable central bank policy shifts.
The Catalysts Behind the $100K Floor
Several key factors support Kendrick’s bold claim:
- ETF Inflows Remain Relentless
Bitcoin exchange-traded funds have absorbed over $4.5 billion in inflows this month alone, setting new records for institutional adoption. - On-Chain Supply Shock
Long-term holders now control over 78% of total BTC supply, according to Glassnode data, leaving fewer coins available for sale on exchanges. - Macroeconomic Tailwinds
Weak U.S. jobs data and rising rate cut expectations have spurred renewed risk appetite, sending traditional safe-haven assets like gold and Bitcoin higher. - Institutional “HODL” Behavior
Major corporations, including MicroStrategy and Metaplanet, continue to accumulate BTC at an accelerating pace — further tightening market liquidity.
Could Bitcoin Still See a Pullback?
Not everyone agrees that $100K is untouchable.
Some analysts argue that a macro shock — such as renewed inflation or geopolitical tension — could trigger temporary dips below six figures.
However, Kendrick maintains that even if short-term volatility persists, the “psychological floor” around $100K is now deeply entrenched in market behavior.
“Any sub-$100,000 retracement would likely be brief and aggressively bought,” he noted.
Long-Term Outlook: Toward $200K and Beyond
Looking ahead, Standard Chartered expects Bitcoin’s bull run to continue into 2026, citing ETF-driven demand and growing institutional allocation targets.
If inflows maintain their current pace, the bank estimates Bitcoin could hit $200,000 by mid-2026, effectively doubling from current levels.
“Bitcoin is increasingly behaving like a macro asset — less speculative, more structural,” Kendrick said. “This cycle could permanently reprice digital gold.”
Conclusion
Bitcoin’s journey above $100,000 may mark more than just a milestone — it could represent the beginning of a new monetary paradigm.
With institutions treating BTC as a long-term reserve asset and market supply drying up, the probability of Bitcoin revisiting five-figure territory continues to fade.
As Kendrick summed up:
“The window to buy Bitcoin under $100K may have already closed.”
