{"id":30640,"date":"2026-07-06T13:03:44","date_gmt":"2026-07-06T12:03:44","guid":{"rendered":"https:\/\/investx.fr\/en\/2026\/07\/06\/citi-cuts-bitcoin-ethereum-price-targets\/"},"modified":"2026-07-06T13:03:49","modified_gmt":"2026-07-06T12:03:49","slug":"citi-cuts-bitcoin-ethereum-price-targets","status":"publish","type":"post","link":"https:\/\/investx.fr\/en\/crypto-news\/citi-cuts-bitcoin-ethereum-price-targets\/","title":{"rendered":"Citi Slashes Its Forecasts: Bitcoin Target Cut to $82,000 and Ethereum to $2,240"},"content":{"rendered":"\n

Citigroup<\/strong> has drastically revised its 12-month price targets for Bitcoin<\/strong> and Ethereum<\/strong>. A brutal downgrade that signals a deep shift in sentiment at one of the world’s largest financial institutions.<\/p>\n\n\n\n

Behind the decision: ETF<\/strong> flows in negative territory, a stalled US crypto regulatory framework<\/strong>, and a fresh set of structural headwinds weighing on the market. The numbers speak for themselves.<\/p>\n\n\n\n

A breakdown of a revision that could reshape institutional expectations for the second half of 2026.<\/p>\n\n\n\n

Targets in freefall: what Citi is really forecasting<\/h2>\n\n\n\n

Citi<\/strong> has lowered its 12-month price target on Bitcoin from $112,000 to $82,000<\/a><\/strong>, a downward revision of nearly 27%. For Ethereum, the target has been cut from $3,175 to $2,240<\/a><\/strong>, a reduction of more than 29%. These figures, reported by Reuters<\/strong>, mark a significant turning point in how a major financial institution is positioning itself on digital assets.<\/p>\n\n\n\n

What stands out about this revision is the reasoning behind it. Citi<\/strong> is not describing a simple technical adjustment \u2014 the bank is pointing to deteriorating fundamentals. Bitcoin ETF<\/strong> flows have been in negative territory since the start of the year, with a cumulative deficit of approximately $3.3 billion<\/strong>. In response, the bank has revised its net ETF inflow forecast down to zero for the next 12 months, compared to an initial estimate of $10 billion.<\/p>\n\n\n\n

\"Bitcoin<\/figure>\n\n\n\n

This reassessment of ETF<\/strong> flows carries particular weight. Since their launch in early 2024, spot Bitcoin ETFs<\/strong> had been positioned as a major structural catalyst for institutional demand. Seeing Citi<\/strong> project zero net inflows over a 12-month horizon sends a negative signal about the ability of these vehicles to support price action in the near term.<\/p>\n\n\n\n

Three headwinds weighing on the crypto market<\/h2>\n\n\n\n

Beyond ETF flows, Citi<\/strong> identifies several additional pressure points. The first: US crypto legislation remains deadlocked<\/strong>. The absence of a clear regulatory framework in the United States<\/strong> continues to hold back institutional adoption and keeps an uncertainty premium baked into digital assets.<\/p>\n\n\n\n

The second factor is more structural: the bank flags a sell-off risk from so-called treasury companies<\/strong> \u2014 those firms that have accumulated Bitcoin on their balance sheets, following the strategy popularized by MicroStrategy<\/a><\/strong>. Should these players begin unwinding their positions, the resulting selling pressure on the spot market could prove significant.<\/p>\n\n\n\n

The third headwind identified by Citi<\/strong>: a sector rotation toward artificial intelligence-related assets<\/strong>. In a constrained capital environment, institutional investors are making allocation calls across asset classes. AI is capturing an increasing share of speculative and growth-oriented flows, at the expense of cryptocurrencies. This rotation dynamic is not new, but Citi<\/strong> explicitly cites it as a drag on Bitcoin<\/strong> and Ethereum<\/strong> performance over the coming months.<\/p>\n\n\n\n

What this revision reveals about institutional sentiment<\/h2>\n\n\n\n

Citi’s revision should not be read as an outright sell signal, but rather as an indicator of a repositioning in institutional sentiment towards crypto<\/a><\/strong>. Major banks calibrate their models around observable flows and regulatory catalysts \u2014 and on both fronts, the picture has darkened since the start of the year.<\/p>\n\n\n\n

It is worth noting that even after these downgrades, Citi<\/strong>‘s targets for Bitcoin<\/strong> remain above current market levels. This suggests the bank is not pricing in a collapse, but rather an extended consolidation phase<\/strong> \u2014 one without the demand catalysts that fueled the previous bull run.<\/p>\n\n\n\n

For traders and investors, this kind of institutional revision deserves to be factored into any broader market sentiment analysis. When a bank of Citigroup<\/strong>‘s stature cuts its targets by 27 to 29% in a single move, it reflects a narrative shift that can influence allocation decisions at major funds \u2014 and, by extension, price dynamics over the coming quarters.<\/p>\n\n\n\n

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