Bitcoin remains strong and could break records in December, according to experts.

Bitcoin shows signs of structural strength, while analysts project a possible record high of $141.000 in December.

Bitcoin's price is stabilizing around $113.000 after one of the most volatile days in the recent history of the crypto ecosystem. Despite a massive sell-off exceeding $19.000 billion on October 10th, and another reaching $550 million yesterday, TD Cowen analysts maintain that market resilience and sustained growth in global adoption could propel Bitcoin towards higher levels. $141.000 in December.

The crypto market crash this month was triggered by US President Donald Trump's announcement of a 100% tariff on imports from China. This threat generated an immediate reaction in digital markets, with a contraction of over 10% in the total value of crypto assets. Bitcoin, in particular, briefly fell by 15%, but managed to close with a more contained loss, which analysts see as a sign of relative strength compared to other digital assets. Adding to this is the market's expectation that the Federal Reserve will announce its second interest rate cut of the year, which would renew interest in riskier assets. 

But, beyond the impact of measures like these, TD Cowen analysts are highlighting the crypto ecosystem's ability to absorb shocks without disruptions to its operational infrastructure. 

In this context, during the liquidation event on October 10, most digital asset trading platforms continued operating normally, even as open interest was halved. Analysts believe this behavior suggests the system has matured enough to withstand high-pressure events without collapsing, reinforcing the thesis that Bitcoin is solidifying its role as a structural asset within the digital financial system.

Bitcoin is consolidating its position as a global strategic asset

One of the pillars of the optimism currently surrounding the Bitcoin market is its sustained expansion global adoptionwhich is beginning to be reflected in strategic decisions by governments and financial entities. 

For example, in Japan, the number of accounts registered with digital assets has quadrupled in the last five years, exceeding 7,9 million. Experts comment on how this growth has led the country's Financial Services Agency to reconsider their historical restrictions on bank investment in cryptocurrencies, opening the door to greater institutional integration.

France has also given clear indications that it considers Bitcoin a strategic asset. In fact, the French government is moving towards the creation of a national Bitcoin reserveThis represents a significant shift in the European stance towards digital assets. This initiative not only reinforces the legitimacy of Bitcoin as a financial instrument, but also suggests that some states are beginning to see it as a tool for Economic sovereignty and monetary resilience.

These movements, both in Asia and Europe, point to a new phase of institutionalization of BitcoinThis is a context in which traditional players are beginning to incorporate digital assets into their investment strategies and economic policies. In parallel, the corporate accumulation observed in recent weeks has helped stabilize Bitcoin's price after the drop triggered by trade tensions between the United States and China.

Monetary policy and regulation are driving Bitcoin

Furthermore, part of TD Cowen's positive outlook, with estimates placing Bitcoin's price around $141.000 by December, is also directly linked to the expectation of an interest rate cut by the Federal Reserve. A key announcement on monetary policy is expected today.And many analysts believe that a significant cut could act as a catalyst for a new upward momentum in digital assets.

On the other hand, the regulatory environment in the United States shows signs of progress toward greater clarity. Both the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) have reiterated their commitment to establishing more professional and functional regulatory frameworks for digital assets. 

Overall, this institutional convergence strengthens the possibility that Bitcoin and other established assets will find a more stable ground to grow within the US financial system.

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A year-end with signs of consolidation

TD Cowen's projection for December, which places Bitcoin at around $141.000, is the result of analyzing all these technical and macroeconomic factors, as well as the structural evolution of the crypto ecosystem itself. 

On the one hand, the Federal Reserve's potential interest rate cuts could act as a catalyst for renewed upward momentum, especially given the growing perception of digital assets as alternative safe havens against monetary volatility. This is further reinforced by regulatory progress in the United States, which strengthens the perception that Bitcoin has moved beyond its speculative phase and is now more firmly integrated into the dynamics of the global financial system.

Finally, analysts believe international adoption also plays a key role, with economies like Japan and France increasingly recognizing the structural value of digital assets. Overall, this combination of operational maturity, institutional support, and global expansion suggests that Bitcoin is not only recovering but also redefining itself as a central component of the financial architecture of the future.