Bitcoin rally wins over 95,000 dollars despite the Fed printing and tariffs

• Bitcoin rose to over $ 95,490 on Monday, with regard to Trump's 100-day speech and a possible clarity in politics.
• Potential confirmation of a US bitcoin strategy reservoir could be an important catalyst on the way to $ 100,000.
• Bitcoin shows resilience (YTD +5.6%) compared to US shares (YTD -5%) in view of tariff uncertainties, which increases safe port attractiveness.

Bitcoin showed strength again on Monday and rose over the significant mark of $ 95,000, while the wider financial markets focused on the upcoming 100-day policy review of President Donald Trump.

Before the complex macroeconomic background, which is characterized by Trump's politics at the second term, added new strength to the optimistic sentiment about important Bitcoin withdrawals from stock exchanges, which heated up speculation about a possible increase to the $ 100,000 mark.

expectations grow before Trump's 100-day check

After a phase of consolidation, Bitcoin prices rose and, according to Coingecko data, reached over $ 95,490, which corresponds to an increase of 0.8 % within 24 hours and reflects a robust increase of 8.9 % in a week comparison.

This prize movement reflected the profits of the US stock markets, especially among the leading technology values, since investors were waiting for clarity from Trump's address.

So far,

crypto-related policies have been a remarkable part of Trump's second term, and the market participants are particularly interested in updates for suggestions such as the potential creation of a US bitcoin strategy reserves.

A definitive announcement to confirm the initiative of the strategic reserve could serve as a powerful catalyst and possibly trigger a quick ("parabolic") increase over $ 100,000.

Conversely, a new focus could be on aggressive tariff strategies or drastic budget cuts in speech dampen the general mark and Bitcoin despite its latest resilience.

macrost flow: tariffs, inflation and pressure on the Fed

The first 100 days of Trump's term were shaped by clear politics trends that influence the market dynamics.

While the US inflation is still on the withdrawal (from a maximum of 9.1 % in 2022 to 2.4 % in March 2025, according to Tradingeconomics), Trump's continued support for tariffs-measures that have been warned by economists as potentially inflationary-tensions.

The President has declared victory over inflation while he is pushing for politics that could heat the price pressure again.

This background informs about Trump's recently intensified demands on the Federal Reserve to reduce interest rates, including public pressure and threats to replace the Fed chairman Jerome Powell.

While these statements have triggered speculation on the market, the data from the CME FEDWATCH tool continues to show a dominant probability (90.1 %) that the Fed will be retained its current interest rates at the upcoming FOMC meeting on May 7th.

However, the focus of the administration ensures tariffs ("Lift-covering tariffs for most of the goods produced abroad") continue to be uncertainty on the US stock markets.

This uncertainty seems to strengthen the narrative of Bitcoin as a potential safe port, comparatively isolated from direct geopolitical trade conflicts and disorders in the supply chain.

Remarkably, Bitcoin has previously recorded profits of 5.6 % this year, in contrast to the declines in the indices S&P 500 and Dow Jones (decline by 5 % YTD) in the same period.

If Trump's politics should continue to promote volatility in traditional financial markets (Tradfi), the perceived resilience of Bitcoin could attract further capital.

on-chain flows indicate the collections?

In addition to the optimistic case, there are convincing on-chain data that indicate significant Bitcoin movements of crypto exchanges.

Analyzes from Cryptoquant show that investors have been taking over $ 4 billion in Bitcoin from persecuted stock exchange walls since Trump's recent demands on interest.

The total reserves on the stock exchanges are said to have fallen to $ 233.8 billion in this period from $ 237.8 billion.

This trend of the coins that leave the stock exchanges is often interpreted optimistically because it indicates that investors move Bitcoin in private storage media ("cold wallets") for a long-term Hodl strategy instead of selling it for sale on retail platforms.

This reduction in the easily accessible offer, combined with potentially stable or increasing demand drivers (such as the safe port narrative or news about strategic reserves), reinforces the argument for a possible prize breakthrough.

Bitcoin tests the resistance at 95K, targets the 100K breakthrough on

with apparently active demand factors and a shorts of stock market supply, the technical image focuses on sharply. Bitcoin is currently testing the significant resistance zone by 95,000-95,500.

A successful breakthrough and holding above this level are considered crucial to confirm the next higher phase.

The psychological brand of $ 100,000 remains the central goal in the short-term upward trend, whereby the convergence of macroeconomic uncertainty, potential political catalysts from Trump's speech and supporting on-chain data indicates that the stage could prepare for such a step.