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.
Investors are watching for any indication of alignment between U.S. policy and Bitcoin’s future role in the economy.
Bitfinex analysts wrote in a note that the market will closely watch for mentions of a strategic crypto reserve, deregulatory measures to unlock capital into U.S.-based digital asset platforms, or rhetoric framing Bitcoin as part of America’s financial infrastructure.
A supportive tone could reinforce Bitcoin’s legitimacy among institutions and retail investors, even without concrete policy shifts.
Bitfinex analysts wrote that President Trump’s upcoming 100-day address 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. Exchange deposits have dropped to multi-week lows, indicating reduced selling pressure and a rise in self-custody behavior.
Bitfinex cautioned 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 similar to past bullish breakouts.
Analysts noted that the divergence between steady prices and falling exchange balances has historically signaled upcoming upside moves, especially when consistent demand from ETFs and institutions accompanies it.
