Bitcoin breaks $100k again as macroeconomic conditions become favorable: bitfinex alpha

Bitcoin (BTC) recovered $100,000 for the first time, rising to its all-time high of 3.6% (ATH). The surge is due to easing tariff tensions between China and the United States and the macroeconomic situation has once again become positive.

Favorable macroeconomic conditions and obvious institutional demand can keep BTC on a positive trajectory during this period, according to a report by crypto exchange Bitfinex. Analysts say BTC will continue to show relative strength as macro catalysts return to the forefront, compared to stocks and other risky assets.

Bitcoin recovers $100,000

A development that drives confidence back to markets is the Fed’s positive comment on the interest rate trajectory of the U.S. tariff situation. The enthusiasm of comments creates a backdrop that strengthens Bitcoin’s recovery and pushes the stage for new Aths.

According to the “return channel progress” between the two countries, every Bitfinex analyst in China has stopped retaliatory tariffs on the United States. Now, the market is facing geopolitical tail risk and ongoing fiscal support, and risky assets led by BTC can perform well as the decline on the table.

Bitcoin’s recovery has triggered new capital inflows, restoring market liquidity and participation. Some investors are re-entering the market, while others are reducing risks and making profits. Bitfinex said the restarted capital inflow is evident in the implemented ceiling. This indicator measures the total cost basis for all coins in circulation and tells time to enter the market as time goes by.

Bitcoin’s awareness cap has reached $889 billion in ATH, up 2.1% in the past 30 days. This suggests a sharp rise in net inflows, strengthening analysts’ belief that Bitcoin’s recent earnings are driven by fresh liquidity rather than speculative rotation. Despite BTC hovering below $75,000, more than 5 million coins have suffered unrealized losses. However, the price recovery has been reduced to 700,000.

Institutional demand becomes stable

In addition to the Bitcoin implementation hat hitting a new ATH, the U.S. spot Bitcoin Exchange Trading Fund (ETF) has also recorded a large inflow over the past two weeks.

The inflow pattern observed by analysts suggests that ETF flows become irrelevant to short-term callbacks. Demand signal signals are distributed stably by market participants, rather than purchased by portfolio authorization rather than retail speculation opportunities.