- Analysts believe it is unlikely that Bitcoin will go through another bear market for several years.
- Businesses, banks, pensions, and sovereigns are only beginning the adoption process.
- Bitcoin has tremendous growth potential, even if less than 0.01% of its addressable market is now represented.
With industry analysts forecasting that the cryptocurrency will escape another protracted bear market for several years, Bitcoin’s long-term outlook has grown more optimistic. Rising institutional adoption, which analysts say has only just started and is still far from reaching its full potential, is the main source of hope.
Institutional demand on the rise
David Bailey, the CEO of Bitcoin Magazine, stated in a post on X that the adoption of Bitcoin by corporations, pension funds, banks, insurers, and sovereign wealth funds is propelling the cryptocurrency into a new era of growth. “It will be years before there is another bear market in Bitcoin. Bitcoin will be owned by every sovereign, bank, insurer, corporation, pension, and more. On August 23, 2025, Bailey wrote, “The process has already started in earnest, but we have not even collected 0.01% of the TAM.”
His remarks are in line with recent reports from CoinDesk and Bloomberg that show institutional investors are increasingly allocating to Bitcoin in an effort to diversify their portfolios and protect against inflation. With trillions of dollars’ worth of global assets remaining untapped, analysts point out that the anticipated total addressable market (TAM) for Bitcoin adoption is still enormous.
Outlook: “dream big”
Bailey said, “We are going so much higher,” as he wrapped out his post. “Dream big.” This statement reflects a general belief among Bitcoin supporters that the asset’s growth curve is still in its infancy. Long-term forecasts increasingly see Bitcoin as a worldwide reserve asset rather than only a speculative tool, even though short-term volatility is anticipated.
Market dynamics have already changed as a result of institutional interest, with big businesses investigating Bitcoin reserves and governmental organizations like El Salvador spearheading early adoption. Even a tiny portion of institutional portfolios investing in Bitcoin could significantly raise its value, according to research firms like ARK Invest.
The message from proponents of Bitcoin is clear for the time being: the long bear market may be over, and the structural basis for growth is stronger than ever.