Don't Miss the Biggest Bitcoin Event of the Year — Vance to Deliver Keynote Speech

TradingKey - Bitcoin 2025 — the world’s largest Bitcoin-focused event — is set to take place from May 27 to 29, 2025, in Las Vegas. Hosted by BTC Inc., the conference has become a major global platform for showcasing innovation, fostering business collaboration, and strengthening the Bitcoin ecosystem and community.

This year’s event comes as Bitcoin reaches a historic milestone. BTC has surged past the $110,000 mark, pushing its total market capitalization to $2.165 trillion, making it the fifth-largest asset in the world by value.

U.S. Vice President JD Vance is scheduled to deliver a keynote at Bitcoin 2025 on May 28. His address is expected to focus on innovation, financial sovereignty, and Bitcoin’s role in building a more resilient future for the United States. Known as a vocal critic of overregulation, Vance’s views on open-source money have been well received in the digital asset industry.

“This is more than a headline moment — it’s a signal,” said David Bailey, CEO of BTC Inc. “Bitcoin is the most exciting financial innovation in the world. It’s now front and center in the national conversation.”

The conference agenda includes:

- Networking and partnership opportunities between investors, financial institutions, and corporate participants — including companies like LEEF Brands, which is exploring Bitcoin for treasury reserves and ecosystem integration.

- Presentations and panels discussing Bitcoin's evolution as decentralized sound money, its integration into new economic models, and broader adoption trends across industries.

- Showcases of cutting-edge Bitcoin and blockchain technologies, policy discussions, and insights from business leaders and influencers shaping the Bitcoin ecosystem.

- A strong focus on Bitcoin’s resilience, sovereignty, and ability to generate long-term value amid global macro uncertainty.

What’s Driving Bitcoin’s Rally?

Surging Institutional Demand

Bitwise CIO Matt Hougan recently predicted that Bitcoin could reach $200,000 by the end of 2025, citing a demand surge from institutional investors that is outpacing the available supply.

“Miners are expected to produce around 165,000 BTC this year. Public companies have already bought more than that. ETFs have seen inflows exceeding $6 billion. Governments may begin purchasing Bitcoin as well. There is a clear structural imbalance between supply and demand,” Hougan said.

One of the leading players driving institutional demand is Strategy — a corporate pioneer in adopting BTC as a reserve asset. According to SaylorTracker, Strategy currently holds 568,840 BTC on its balance sheet.

“Bitcoin’s global cost of capital is no longer set by the market. It's now shaped by the gravitational policies of Bitcoin’s first superstate — Strategy,” wrote Bitcoin analyst Adam Livingston.

Strategy’s impact on Bitcoin’s supply is so substantial that the asset is now in a deflationary state, with a current annual deflation rate of -2.33%. Prominent investor and former BitMEX CEO Arthur Hayes recently predicted that BTC could reach $1 million within the next three years.

Meanwhile, the broader crypto industry has matured significantly. Infrastructure improvements, deeper liquidity, and better risk-management frameworks have increased institutional confidence. The Crypto Fear & Greed Index currently stands at 72 (out of 100), reflecting “greed” yet still below the extreme levels seen in prior peaks.

On-chain metrics support the bullish trend: exchange inflows are declining, suggesting reduced selling pressure, while stablecoin-based liquidity is rising, signaling ample capital ready to flow into crypto assets.

Technical Trends and Market Sentiment

From a technical perspective, analysts say that if Bitcoin continues to hold above $110,000, the next price target could be around $125,000 in the near term.

In derivatives markets, trader sentiment is clearly bullish. On Deribit — the world’s largest crypto options exchange — the most popular BTC call options currently have strike prices of $120,000 and $300,000, with expirations set for June 27.

Source: Finance Magenates

Macro Environment Adds Fuel to the Rally

Arthur Hayes argues that the main driver of this bull market isn’t the Federal Reserve, but rather the U.S. Treasury. While Fed tapering and rising yields may tighten market liquidity, Treasury debt management and issuance policies have injected fresh momentum.

In addition, Moody’s recent downgrade of U.S. sovereign debt and continued weakness in the U.S. dollar have strengthened Bitcoin’s appeal as a global “hard asset” alternative.

Regulatory Clarity on the Horizon

The regulatory landscape for Bitcoin is expected to improve meaningfully in 2025 — a key catalyst for sustained long-term growth. The U.S. Senate recently advanced a major stablecoin bill, laying the groundwork for the first comprehensive regulatory framework for digital assets.

President Donald Trump has also signaled his intent to sign a broad crypto regulation bill into law by August. This move would provide much-needed clarity for market participants and help usher in the next wave of growth in the digital asset space.

Notably, the Trump administration is pushing a “Strategic Bitcoin Reserve” initiative. This includes policy proposals that limit interest payments on stablecoins — a move aimed at preventing capital flight from the banking system while leaving room for crypto-native firms to thrive.

Institutional engagement with digital assets is becoming more sophisticated, spanning ETFs, tokenization, risk-weighted crypto assets, stablecoins, spot and derivatives markets.

The result: a structural "liquidity siphon" into Bitcoin. ETF inflows alone have exceeded $40 billion in a single week. Meanwhile, Coinbase — now included in the S&P 500 — exposes passive index investors to crypto by default. According to Glassnode, Bitcoin’s illiquid supply is at a record high, with a sharp divergence between retail selling and institutional accumulation.

Here are the Bitcoin Spot ETF and Bitcoin related stocks to watch.

Bitcoin Spot ETF:

BlackRock iShares Bitcoin Trust           IBIT

Fidelity Wise Origin Bitcoin Fund           FBTC

ARK 21Shares Bitcoin ETF  ARKB

MicroStrategy Inc.   MSTR

Bitcoin related stocks:

Exchange: Coinbase  COIN

Mining Hardware: Canaan Inc.   CAN

Bitcoin Mining:

Marathon Digital Holdings     MARA

Riot Platforms Inc.   RIOT

CleanSpark Inc.    CLSK

TeraWulf Inc.    WULF