Bitcoin rises 33% post-halving as analysts predict accelerated bull cycle
As of April 2025, Bitcoin has surged over 33% since the 2024 halving event, defying global economic uncertainties and signaling a potential acceleration of its traditional market cycle.
Halving event and market response
The 2024 Bitcoin halving reduced block rewards from 6.25 BTC to 3.125 BTC, effectively halving the rate at which new Bitcoins are introduced into circulation. Historically, such events have led to bullish trends due to increased scarcity.Despite concerns over escalating trade tensions between major economies, Bitcoin’s price resilience suggests a maturing market less susceptible to external shocks.
Institutional influence and accelerated cycles
Analysts, including Enmanuel Cardozo from Brickken, observe that institutional investments from entities like Strategy and Tether are influencing Bitcoin’s market dynamics. Cardozo notes that the traditional four-year cycle might be shortening, with projections placing the market bottom around Q3 2025 and a potential peak by mid-2026. This shift is attributed to increased market liquidity and maturity.
Vugar Usi Zade, COO at Bitget exchange, highlights the role of Bitcoin ETFs and institutional buying in accelerating Bitcoin’s ascent. He suggests that if Bitcoin surpasses the $90,000 threshold, it could retest its all-time high, driven by the compounded effects of scarcity and sustained demand.
Comparative analysis of halving cycles
Data indicates a notable acceleration in Bitcoin’s price trajectory post-halving. After the 2024 halving, Bitcoin reached a new all-time high above $109,000 in just 273 days. In contrast, it took 546 days post-2021 halving and 518 days post-2017 halving to achieve similar milestones. This trend underscores the impact of institutional participation and market maturity on Bitcoin’s performance.
Macroeconomic factors and future outlook
Analysts also point to broader economic indicators influencing Bitcoin’s trajectory. A potential rate cut by the US Federal Reserve in the coming months could inject additional liquidity into the market, potentially propelling Bitcoin’s price further. Moreover, Bitcoin’s growing correlation with traditional safe-haven assets, like gold, suggests its evolving role in global finance.
In summary, Bitcoin’s impressive performance since the 2024 halving reflects a confluence of factors: reduced supply, heightened institutional interest, and favorable macroeconomic conditions. These elements collectively indicate a possible shift in Bitcoin’s market cycle dynamics, with implications for investors and the broader financial ecosystem.
Source: Cointelegraph
Galaxy Digital shifts $106M from Ethereum to Solana amid record ETH dominance drop
Galaxy Digital, a prominent digital asset management firm, has recently reallocated $106 million from Ethereum (ETH) to Solana (SOL), signaling a strategic shift in its investment approach. This move comes amid a notable decline in Ethereum’s market dominance, which has reached a record low.
The decision to invest heavily in Solana reflects Galaxy Digital’s confidence in the blockchain’s potential for scalability and efficiency. Solana’s high throughput and lower transaction costs make it an attractive alternative to Ethereum, especially as the latter faces challenges related to network congestion and high gas fees.
Ethereum’s decreasing dominance in the cryptocurrency market is attributed to several factors, including the rise of alternative Layer 1 blockchains like Solana, which offer faster and more cost-effective solutions. Additionally, the broader market dynamics and investor sentiment are shifting towards platforms that can support high-performance decentralized applications.
Galaxy Digital’s substantial investment in Solana underscores a growing trend among institutional investors to diversify their crypto portfolios beyond Ethereum. This strategic pivot suggests a recognition of the evolving landscape of blockchain technology and the potential of emerging platforms to address scalability issues that have long plagued Ethereum.
The reallocation of assets by a major player like Galaxy Digital could influence other institutional investors to reconsider their positions in Ethereum and explore opportunities in alternative blockchains. As the crypto market continues to mature, such shifts in investment strategies highlight the importance of adaptability and the need to stay ahead of technological advancements.
In conclusion, Galaxy Digital’s $106 million swap from ETH to SOL marks a significant moment in the cryptocurrency market, reflecting both a strategic investment decision and a broader trend towards embracing scalable and efficient blockchain solutions. This move may signal a new phase in the competition among Layer 1 blockchains, with Solana emerging as a formidable contender in the quest for blockchain dominance.
Source: The Block
ARK Invest adds Solana (SOL) to two ETFs, boosting institutional confidence
On April 22, 2025, ARK Invest, led by Cathie Wood, announced the inclusion of Solana (SOL) in two of its exchange-traded funds (ETFs): the ARK Next Generation Internet ETF (ARKW) and the ARK Fintech Innovation ETF (ARKF).This strategic move underscores ARK Invest’s recognition of Solana’s potential in the evolving blockchain and decentralized finance (DeFi) landscape.
Solana, known for its high-speed transactions and low fees, has been gaining traction as a formidable competitor to Ethereum. Its unique Proof-of-History consensus mechanism allows for greater scalability, making it an attractive option for developers and investors alike. By adding SOL to its ETFs, ARK Invest is signaling confidence in Solana’s long-term viability and its role in the future of decentralized applications and financial services.
The inclusion of Solana in ARKW and ARKF aligns with ARK Invest’s investment philosophy of focusing on disruptive innovation. ARKW aims to capture companies and technologies that are poised to benefit from the shift towards cloud computing, artificial intelligence, and blockchain, while ARKF targets innovations in financial technology, including mobile payments, digital wallets, and blockchain-based platforms.
This development comes at a time when institutional interest in alternative blockchain platforms is growing. Ethereum’s dominance has been challenged by networks like Solana, which offer faster and more cost-effective solutions. ARK Invest’s decision to incorporate SOL into its ETFs may influence other institutional investors to consider similar moves, potentially accelerating the adoption and integration of Solana into mainstream financial products.
Moreover, ARK Invest’s endorsement could have a positive impact on Solana’s market perception and valuation. As ETFs are popular investment vehicles among both retail and institutional investors, the inclusion of SOL could lead to increased exposure and liquidity for the asset. This, in turn, may attract more developers to build on the Solana network, further strengthening its ecosystem.
In summary, ARK Invest’s addition of Solana to its ARKW and ARKF ETFs marks a significant milestone for the blockchain platform. It reflects a growing recognition of Solana’s capabilities and its potential to play a pivotal role in the future of decentralized finance and internet infrastructure. This move not only validates Solana’s technological advancements but also highlights the shifting dynamics in the blockchain space, where speed, scalability, and efficiency are becoming increasingly important.
Source: IHodl