Quick Facts:
1️⃣ Coinbase Institutional predicts Q4 2025 crypto recovery driven by liquidity improvements and potential future Fed rate cuts.
2️⃣ Bitcoin remains the top institutional pick as digital gold amid macro uncertainty, which has translated to a $BTC upside of 3% in the last day.
3️⃣ In this context, three presales offer strategic exposure to the recovery thesis before mainstream adoption fully kicks in.
After watching Bitcoin nosedive from $122K to $103K on October 10th and leading up to $19B in market liquidations, the suits at Coinbase Institutional and Galaxy Digital are back with their crystal balls, and surprise, surprise: they’re seeing green.
According to Coinbase’s Q4 2025 report, the crypto market is ‘cautiously biased higher.’
Galaxy Digital’s head of research, Alex Thorn, is singing a similar tune, pointing to three structural tailwinds that could push crypto higher: AI capital spending, stablecoin expansion, and real-world asset tokenization.
The institutional narrative is coalescing around a few key points:
- They’re expecting two more Fed rate cuts before year-end, which could pull capital out of money-market funds and back into risk assets like crypto.
- Stablecoin volumes are hitting record levels, proving that even in a bear market, people still want their dollars to move at the speed of blockchain.
- Bitcoin ETF infrastructure is maturing, making it easier for traditional allocators to FOMO in without having to understand blockchain technology.
If Coinbase and Galaxy are right about this Q4 recovery, the real alpha is rotating into presales that could explode when the broader market catches the institutional bid.
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Author: Ben Wallis
