Cooper Research: ETF Inflows to Drive Bitcoin to $150K
Cooper Research forecasts that record Bitcoin ETF inflows will propel Bitcoin (BTC) from its current $118,000 to $140,000 by September and $150,000 by October. The firm notes that over $6.6 billion in net spot ETF investments entered the market in the 12 days after the GENIUS Act passed, lifting total net inflows across 12 BTC ETFs to $54.75 billion and boosting assets under management to $152.4 billion (6.51% of BTC’s market cap). Historically, every 10,000 BTC added to ETF reserves raises Bitcoin price by 1.8%, showing how Bitcoin ETF inflows can trigger short-term gains and steady the market in this bull phase. Traders should monitor ETF flows closely, as a 27% rise from $118K is needed to hit $150K by early October. Continued regulatory progress and sustained ETF accumulation are key catalysts for further upside.
Bullish
The forecast of substantial Bitcoin ETF inflows, backed by historical data showing a 1.8% price lift per 10,000 BTC of ETF accumulation, indicates strong institutional demand that can drive upward momentum in both the short and long term. In the near term, continued net inflows could trigger price spikes as ETF purchases absorb market liquidity. Over the longer term, sustained accumulation by ETFs under the GENIUS Act framework may anchor market confidence, reduce volatility, and support a path toward the $150K target. Regulatory clarity and ongoing capital inflows further reinforce this bullish outlook for Bitcoin.