All-Time Highs and Goldilocks Vibes: Bitcoin Rides the Macro Waves đ
Bitcoin just hit a new all-time high of $118,000, and itâs not just hype â there are real reasons behind the surge. Two major macro trends are driving this:
1. Tariff Fears = Global Rush:
With Trumpâs tariff threats back on the table, companies are speeding up trade and production to beat the deadlines. Thatâs pushing demand (especially for industrial metals like copper) and boosting economic activity. People arenât sure if tariffs will happen, but even the uncertainty is creating positive momentum.
2. Loose Money, Tight Game:
Even though the U.S. Fedâs rates are high, the economy is still going strong. Why? Because the government is spending big â interest payments from high rates are flowing back into the system via tech firms and rich investors. Plus, the Treasury is playing smart with short-term debt, keeping markets stable and credit conditions smooth.
Bitcoinâs role?
Itâs not just riding hype. With inflation hedges like gold also going up, and crypto ETFs seeing strong inflows, this feels less like a bubble and more like mass adoption kicking in.
đŹ My Take:
This feels like one of those rare âperfect stormâ moments where strong macro fundamentals, investor behavior, and technical price breakouts all align. Sure, there might be some froth, but this could also be the early innings of mainstream crypto acceptance. Keep an eye on it â this rally has legs.
If you enjoy my content, feel free to follow me â¤ď¸