Bitcoin Eyes $140k as ETF Conversions Impact Supply
- ETF conversions significantly affect Bitcoin supply and market dynamics.
- Institutional investors are driving demand.
- This trend may lead to further BTC price increases.
Bitcoin’s price surges towards $140,000, influenced by ETF conversions, leading institutional players and whales to drain BTC supply from public markets in October 2025.
The rapid bitcoin accumulation by ETFs is creating a supply shock, potentially driving prices higher, as institutional shifts and reduced exchange reserves influence market dynamics.
Bitcoin Approaching $140k
Bitcoin is approaching $140k, driven by ETF conversions. The withdrawals from public markets are steadily depleting available BTC supply. Institutional investors and macroeconomic factors are at the forefront of this significant market shift.
“There is a 50% chance Bitcoin finishes the month above $140k. But there is a 43% chance Bitcoin finishes below $136k.” – Timothy Peterson, Economist, Cane Island Alternative Advisors
Prominent figures like Timothy Peterson and Anthony Pompliano offer market insights, citing institutional allocation shifts. Leading asset managers, including BlackRock and Fidelity, are central to these changes, enhancing Bitcoin’s investment appeal.
Impact of ETF Conversions
The reduction in exchange-traded Bitcoin is creating a supply shortage. Institutional demand is noted as a primary driver, with ETF inflows exceeding $500 million. This event is causing profound shifts in asset allocations.
Financial implications include a potential increase in BTC’s value as liquid supply dwindles. Secondary impacts are witnessed in other cryptocurrencies like ETH, with some facing temporary price declines due to market volatility.
Whale Activity
Whales are rebuilding positions below $110,000, reflecting strategic moves in anticipation of future spikes. This activity might signal further price increase potential.
Historical trends link similar supply shocks with significant price surges. According to previous events like CME futures and Grayscale investments, BTC typically experiences substantial gains, particularly in peak months like November, averaging 46% growth.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Bitcoin, altcoins sell-off as Fed chair switch-up, AI bubble fears spook markets
From yen rate hikes to mining farms shutting down, why is bitcoin still falling?
The recent decline in bitcoin prices is primarily driven by expectations of a rate hike by the Bank of Japan, uncertainty regarding the US Federal Reserve's rate cut trajectory, and systemic de-risking by market participants. Japan's potential rate hike may trigger the unwinding of global arbitrage trades, leading to a sell-off in risk assets. At the same time, increased uncertainty over US rate cuts has intensified market volatility. In addition, selling by long-term holders, miners, and market makers has further amplified the price drop. Summary generated by Mars AI This summary was generated by the Mars AI model, and the accuracy and completeness of its content are still being iteratively updated.

The Economist: The Real Threat of Cryptocurrency to Traditional Banks
The crypto industry is replacing Wall Street's privileged status within the American right-wing camp.

Grayscale's Top 10 Crypto Predictions: Key Trends for 2026 You Can't Miss
The market is transitioning from an emotion-driven cycle of speculation to a phase of structural differentiation driven by regulatory channels, long-term capital, and fundamental-based pricing.
