FTX stablecoin payouts and ETF inflows could boost Bitcoin in June

By: crypto news|2025/05/16 19:30:09

Bitcoin could benefit from favorable market conditions through July, before seasonal headwinds and tariff deadlines take effect, analysts say. Bitcoin ( BTC ) has jumped more than 25% since April, and it’s now holding near $106,000 with several signs pointing to more upside in the coming weeks, analysts at Matrixport say. In a Friday report , the analysts suggested that a new all-time high might be within reach due to several positive catalysts on the horizon. According to the report, Bitcoin has surged back to the upper end of its range at $106,000, and with multiple positive catalysts on the horizon, a new all-time high “may be within reach.” One of the biggest near-term catalysts could be the upcoming round of FTX creditor distributions, expected to begin around May 30, the analysts say. “This round of distributions could total $5 billion in stablecoins, with a substantial portion likely to be redeployed into the cryptocurrency markets. This influx could boost momentum in June, complementing the strong liquidity inflows from Bitcoin ETFs and ongoing stablecoin activity.” Matrixport The firm also pointed to continued inflows into Bitcoin ETFs as a key driver. Along with the FTX-related liquidity, Matrixport sees a “favorable window until July” where multiple tailwinds could align. These include the end of the 90-day tariff truce, the start of Q2 earnings season, and a possible peak in its internal liquidity measure. Political developments may also help as U.S. President Donald Trump has shifted his focus to announcing inbound investments and deals, “bolstering positive sentiment for the stock market and Bitcoin,” the analysts said. Matrixport believes the broader environment remains supportive, especially with “potential deregulation efforts” and what it described as “a coordinated interest in maintaining high Bitcoin prices,” maintaining a constructive view since Bitcoin broke above $84,500.

On March 4, 2026, DDC Enterprise Limited (NYSE American: DDC) today announced preliminary, unaudited full-year financial performance for the year ended December 31, 2025. The company expects to achieve record revenue and record positive adjusted EBITDA, primarily driven by continued growth in its core consumer food business and overall margin improvement. The final audited financial report is expected to be released in mid-April 2026.

2025 Full-Year Financial Highlights

Revenue: Expected to be between $39 million and $41 million, reaching a new company high.

Organic Growth: Excluding the impact of the company's strategic contraction of its U.S. operations, core revenue is expected to grow 11% to 17% year over year.

Gross Profit Margin: Expected to be between 28% and 30%, reflecting continued operational efficiency improvements.

Adjusted EBITDA: The company expects to achieve a positive full-year result in 2025, a significant improvement from a $3.5 million loss in 2024, mainly due to rigorous cost controls and a higher-margin sales mix.

Core Consumer Food Business Performance

In 2025, DDC's core consumer food business maintained strong operational performance.

The company also disclosed Core Consumer Food Business Adjusted EBITDA, a metric that further excludes costs related to its Bitcoin reserve strategy and non-cash fair value adjustments related to its Bitcoin holdings from adjusted EBITDA to more accurately reflect the core business performance.

In 2025, Core Consumer Food Business Adjusted EBITDA is expected to be between $5.5 million and $6 million.

Bitcoin Reserve Update

In the first half of 2025, DDC initiated a long-term Bitcoin accumulation strategy, holding Bitcoin as its primary reserve asset.

As of December 31, 2025: The company holds 1,183 BTC.

As of February 28, 2026: Holdings increased to 2,118 BTC

Today's additional purchase of 65 BTC brings the company's total holdings to 2,183 BTC

DDC Founder, Chairman, and CEO Norma Chu stated, "We are proud to have closed 2025 with record revenue and positive adjusted EBITDA, demonstrating the steady growth of the company's consumer food business and the ongoing improvement in profitability. We are building a disciplined, growth-oriented food platform and strategically allocating capital to Bitcoin assets with a long-term view, aligning with our core beliefs. We believe that this dual-track model of 'Steady Consumer Business + Strategic Bitcoin Reserve' will help DDC create lasting long-term value for shareholders."

Adjusted EBITDA Definition
For the full year 2025, the company defines "Adjusted EBITDA" (a non-GAAP financial measure) as: Net income / (loss) excluding the following items:· Interest expense· Taxes· Foreign exchange gains/losses· Long-lived asset impairment· Depreciation and amortization· Non-cash fair value changes related to financial instruments (including Bitcoin holdings)· Stock-based compensation

About DDC Enterprise Limited

DDC Enterprise Limited (NYSE: DDC) is actively implementing its corporate Bitcoin Treasury strategy while continuing to strengthen its position as a leading global Asian food platform.

The company has established Bitcoin as a core reserve asset and is executing a prudent, long-oriented accumulation strategy. While expanding its portfolio of food brands, DDC is gradually becoming one of the public company pioneers in integrating Bitcoin into its corporate financial architecture.

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DDC Enterprise Limited Announces 2025 Unaudited Preliminary Financial Performance: Record Revenue Achieved, Bitcoin Treasury Grows to 2183 Coins