David Bailey Says Bitcoin Bear Market Still Years Away as

David Bailey says a Bitcoin bear market is still far off as big institutions, funds, and pensions are now buying in.
Institutional Bitcoin holdings have already crossed $100 billion, though some analysts warn treasury firms may not last and markets could still fall with stocks.
Analysts see Bitcoin rising for now, with risks like economic shocks, rate hikes, trading challenges, or new rules possibly leading to a mild downturn around 2026.

David Bailey, a Bitcoin adviser to President Donald Trump, says a Bitcoin bear market is years away because big institutions like banks and corporations are jumping into crypto.

He believes Bitcoin has barely tapped its potential, with only a tiny fraction of its possible market reached. But some analysts aren’t so sure, pointing to risks that could push prices down sooner.

Potential Challenges

Bailey, who runs Bitcoin Magazine and BTC Inc., posted on X that this is the first time big players like sovereign funds and pensions are seriously buying Bitcoin, unlike smaller bets in the past.Institutional holdings, mostly Bitcoin, have already topped $100 billion through things like ETFs and crypto treasuries.

There’s not going to be another Bitcoin bear market for several years.
Every Sovereign, Bank, Insurer, Corporate, Pension, and more will own Bitcoin. The process has already begun in earnest, yet we haven’t even captured 0.01% of the TAM.
We’re going so much higher. Dream big
— David Bailey🇵🇷 $1.0mm/btc is the floor (@DavidFBailey) August 23, 2025

A June report from Breed, a venture capital firm, warned that many of these treasury companies might not last, which could lead to a bear market. CK Zheng from ZX Squared Capital told that crypto often follows the stock market, and if stocks tank, so could crypto. He thinks a bear market is unlikely soon, especially after Jerome Powell’s recent speech hinting at a September rate cut.

Pav Hundal from Swyftx thinks Bitcoin’s on an upward path but says a sudden economic jolt or higher interest rates down the road could knock it down a bit.

Ryan McMillin from Merkle Tree Capital figures the market might hit a high around mid 2026, with a chance of a small bear market if global cash flow gets tight. He points out that too many trading challenges or new regulations could stir up trouble, but steady growth with occasional dips might keep a big crash at bay, like what happened with gold after its ETF boom in the early 2000s.

Source: https://thenewscrypto.com/david-bailey-says-bitcoin-bear-market-still-years-away-as-institutions-buy-in/