Bitcoin, carried by the post-electoral euphoria, reached a summit at 108,000 dollars before falling under the $ 80,000. Global economic instability and growing trade tensions nourish increased volatility. Despite a pro-Crypto speech, Donald Trump adopts a protectionist policy that worries investors. Between fears of recession and monetary uncertainty, the Crypto market vacillates in the face of macroeconomic turbulence.
Trade tensions that shake cryptos
Donald Trump's return to the presidency reopens the file of trade tensions. His pricing decisions are targeting strategic partners such as Canada, Mexico and China. The US stock market has already lost $ 2,000 billion.
Lawrence Summers, former secretary of the Treasury, qualified These “poorly designed” measures in a publication on the X platform (formerly Twitter) on March 5, 2025. This uncertainty immediately affects Bitcoin.
Several key elements mark this situation:
- The new tariff barriers have triggered high market instability;
- Bitcoin, historically perceived as an alternative asset, is still very correlated with stock market fluctuations;
- The VIX volatility index has climbed a third, which illustrated an increasing fear on the markets.
The reactions of market players are shared. QCP Capital, a trading firm based in Singapore, underlines that “macroeconomic conditions continue to influence the evolution of Bitcoin, which remains closely linked to the stock market indices”.
However, some investors believe that Bitcoin could benefit from a weakening of the dollar. Eugene Epstein, manager at MoneyCorp, says that “if commercial tensions cause inflation, the flight to cryptos could accelerate”.
The market remains under pressure. Political and economic uncertainty blocks the decisions of investors, who hesitate between taking profits or anticipating an upward recovery.
Cryptos at the crossroads: between fears and opportunities
While some investors hoped for a sustainable bull market, capital flight testifies to a more mixed feeling.
After the election of Trump, the Bitcoin Spot ETF recorded record entries, with more than $ 10 billion invested.
But since February, this trend has been reversed. Outgoing flows are multiplying, a sign that confidence is crumbling in the face of economic uncertainty.
Bob Wallden, trading manager at Abra, indicates that “prices are just a smoke screen”. He said that “Trump uses prices as a negotiation lever, but they are not the ones who dictate the trajectory of cryptos. What really matters is the budgetary tightening and the American tax policy ”.
In other words, the central issue remains the availability of liquidity in the financial markets. Less money in circulation means fewer investments in risky active ingredients, which could slow down the boom.
The future of the crypto market will largely depend on the evolution of monetary and budgetary policies. If uncertainty persists, bitcoin could remain under pressure, in the same way as actions. In the immediate future, caution dominates. Investors oscillate between wait -and -see and strategic repositioning, while Bitcoin, faithful to its volatile nature, continues to evolve according to economic announcements.
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