Upcoming political events are being closely tracked by Bitcoin markets, with President Donald Trump’s 100-day address being highlighted by Bitfinex analysts as a potential inflection point for crypto.
Any indication of alignment between U.S. policy and Bitcoin’s future role in the economy is being watched by investors.
It was written by Bitfinex analysts in a note shared with that the market will be particularly attuned to mentions of a strategic crypto reserve, deregulatory measures aimed at unlocking capital into U.S.-based digital asset platforms, or rhetoric that frames Bitcoin as part of America’s financial infrastructure.
Even without concrete policy shifts, Bitcoin’s legitimacy among institutions and retail investors could be reinforced by a supportive tone.
It was written by Bitfinex analysts that the upcoming 100-day address from President Trump is gaining significant attention within the crypto space. “Even without hard policy action, a tone that reinforces institutional legitimacy or economic nationalism through crypto could further embed Bitcoin into the macro-political narrative,” they added.
Anticipation is building amid a tightening on-chain supply of Bitcoin. Multi-week lows in exchange deposits have been reached, indicating reduced selling pressure and a rise in self-custody behavior.
It was cautioned by Bitfinex that while this metric alone isn’t sufficient for investment decisions, its combination with recent macro volatility and the aftermath of a $7.2 billion options expiry may suggest a setup resembling past bullish breakouts.
It was noted by analysts that the divergence between steady prices and falling exchange balances has historically been seen as a precursor to upside moves, especially when accompanied by consistent demand from ETFs and institutions.
