The recent appreciation in the cryptocurrency market has raised many questions. The reason seems relatively clear: the macroeconomic environment is gradually improving, and investors are increasingly paying attention to the positive catalysts that have accumulated in recent months. Among the factors, the Federal Reserve's easing of restrictions on banks' exposure to digital assets stands out. A more benign context is finally beginning to be reflected in a concrete way in the cryptocurrency market.
The main macroeconomic factor on the radar this week is the trade negotiations between the United States and China, especially regarding tariffs. Donald Trump's stance, signaling a more moderate approach, brought relief to the markets, with positive repercussions for cryptocurrencies.
Although the agreements have not yet been formalized, the expectation of a reduction in tariff tensions represents a strong catalyst for higher-risk assets, such as Bitcoin and other crypto assets. However, the risk remains of an abrupt change in position by the Trump administration, which could quickly reverse this dynamic.
