Bitcoin’s rebound before the end of the year: Strategic cases of layout at the end of 2025

Driven by historical seasonal factors, dovish Fed policy expectations and strong institutional capital inflows, Bitcoin is expected to usher in a strong year-end rebound at the end of 2025. Historically, the average return rate in the fourth quarter was 55%, contributing more than 30% of the annual gains in November alone. The Fed is expected to cut interest rates by 25 basis points in September, which will weaken the dollar exchange rate and increase the attractiveness of Bitcoin. The U.S. spot Bitcoin ETF attracted $118 billion in funding in the third quarter of 2025, while regulatory clarity released $8.9 trillion. Although there was a typical pullback in September, the current market structure is conducive to strategic layout for the rise in the fourth quarter.