- Bitcoin appears poised to break new highs, according to analysts at Bernstein.
- As BTC stabilizes and attracts more long-term holders, investor appetite may shift toward higher-beta plays, including early-stage projects like Bitcoin Pepe.
- The Bitcoin Pepe presale is accelerating. Over $7.2 million has been raised to date, and investor demand is gathering pace.
Bitcoin appears poised to break new highs, according to analysts at Bernstein, who cited a tightening supply driven by corporate accumulation and renewed ETF inflows.
In a note to clients on Monday, the firm said traditional correlations between Bitcoin and assets like gold or the Nasdaq are misleading, and that recent market dynamics offer stronger signals of bullish momentum.
Growing institutional interest in Bitcoin could act as a catalyst for a broader rally in the crypto market, with capital inflows through spot ETFs setting the stage for increased risk-taking across the board.
As BTC stabilizes and attracts more long-term holders, investor appetite may shift toward higher-beta plays, including early-stage projects like Bitcoin Pepe.
Bernstein is bullish on Bitcoin
One of the factors mentioned in Bernstein’s thesis is the launch of Twenty One Capital, a new Bitcoin corporate treasury vehicle backed by SoftBank, Tether, Bitfinex, and Cantor Fitzgerald.
The venture debuts with 42,000 BTC and $3 billion in backing, with plans to merge with Cantor Equity Partners via a SPAC and raise another $585 million.
The analysts likened this approach to that of Strategy, an aggressive buyer that raised $30.6 billion between 2024 and 2025.
The report noted that corporate competition for Bitcoin has intensified, with 80 companies collectively holding about 700,000 BTC—roughly 3.4% of the total supply.
In parallel, ETF activity has reaccelerated. After a two-month pause triggered by Bitcoin’s 31% drop from its $109,000 peak on Inauguration Day to a low near $75,000, US spot Bitcoin ETFs saw inflows of over $3 billion last week.
ETFs now control more than 5.5% of Bitcoin’s total supply, or about $110 billion in AUM.
Notably, institutional interest is climbing. Institutions now account for 33% of ETF-held Bitcoin, up from 20% in September, with investment advisors and hedge funds representing the bulk of that figure.
Combined, ETF and corporate treasury holdings now lock up nearly 9% of Bitcoin’s circulating supply—seven times higher than in January 2024.
With Bitcoin recently trading around $94,000, Bernstein believes a breakout could follow as supply continues to tighten.
How a Bitcoin rally can help Bitcoin Pepe
A sustained rally in Bitcoin often serves as a tide that lifts the broader crypto market, and Bitcoin Pepe is well-positioned to capitalize on such momentum.
Meme coins historically experience surges in retail activity during bull phases, driven by their accessibility and speculative allure.
Bitcoin Pepe, as the only Bitcoin meme ICO, is poised to benefit uniquely from this dynamic.
The project’s ambition to become the primary blockchain for meme assets, by building the first meme-focused Layer 2 on Bitcoin, sets it apart.
By merging Bitcoin’s robust security infrastructure with Solana-style scalability, Bitcoin Pepe aims to create a platform that supports rapid, low-cost transactions while aligning itself with the crypto ecosystem’s most established asset.
Bitcoin Pepe presale nears a milestone
The Bitcoin Pepe presale is accelerating. Over $7.2 million has been raised to date, and investor demand is gathering pace.
The project’s introduction of the PEP-20 token standard—designed to enable direct meme coin deployment on the Bitcoin network—has been central to its growing appeal, offering a differentiator in a crowded meme coin landscape.
Structured across 30 stages, with each round increasing token prices by roughly 5%, the BPEP token has climbed from an initial $0.021 to $0.031 in stage 9—a return of over 40% for early investors.
With the next stage set to trigger once funding exceeds $7.78 million, momentum appears to be building; each successive round is closing faster than the last, underscoring rising speculative interest.
BPEP is expected to reach $0.0864 by the final presale stage, implying potential triple-digit percentage returns for early participants—a narrative that continues to draw in new capital.
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