It’s still early in Q4 2025. So investors have time to position for the final three months of the year with ETFs. They might want to consider bitcoin and funds like the Coinshares Valkyrie Bitcoin Fund (BRRR).
Already off to a fine start due in part to the government shutdown headlines, bitcoin and BRRR could be in style this month and over the course of the fourth quarter with the help of favorable seasonality. Over its young life span, the largest digital currency has averaged a 27.58% gain in the tenth month of the year. That makes October the second-best month in terms of bitcoin historical performance.
Good news: The best month has been November, in which the cryptocurrency posted average gains of 37.64%. December is more subdued, with an average gain of 10.27%. The point is the next three months could be rewarding for BRRR owners and HODLers.
BRRR Could Boom
It remains to be seen if prices accelerate to this extent, but on-chain analytics firm CryptoQuant said it’s possible bitcoin could ascend to $160,000 to $200,000 by the end of 2025. That would be an epic run, and one that would materially boost BRRR.
The research firm notes spot bitcoin demand has been surging for several months. ETFs like BRRR are contributing to that trend. Importantly, history shows that when spot demand increases in the months prior to the fourth quarter, it’s been a reliable harbinger of bitcoin rallies in the October-through-December period.
“Whale and ETF demand are also showing strength. Whale holdings are expanding at an annual rate of 331,000 BTC, compared with 255,000 in Q4 2024, over 238,000 at the start of Q4 2020, and a contraction of 197,000 in 2021, CryptoQuant said. U.S.-listed ETFs, on the other hand, purchased 213,000 BTC in Q4 2024, a 71% increase from the prior quarter, and could post similar growth this quarter,” reported Yogita Khatri for The Block.
Integral to the fourth-quarter bull case for bitcoin and ETFs like BRRR is that the cryptocurrency has moved above $116,000. That price point has acted as resistance. That could pave the way to $120,000, which could trigger heavy liquidation of bearish futures positions. It’s also worth noting CryptoQuant isn’t alone in its bullish Q4 assessment.
“Other firms and executives forecasting bitcoin at $200,000 by year-end include Standard Chartered Bank, Bitwise, and Fundstrat’s Tom Lee. Standard Chartered projects bitcoin could reach $500,000 by 2028, driven by expanding investor access and declining volatility,” according to The Block.
Originally published on ETF Trends
For more news, information, and strategy, visit the CoinShares Crypto ETF Hub.
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