Recent price moves make one thing clear: The U.S . holds the key to crypto’s 2025 trajectory.
The recent panics hasn't ended the bull run, and I believe another round of rally is on the way.
Crypto’s fundamentals are rock solid, adoption is up , institutional bags are getting heavier, real-world use cases are expanding, and above all, Bitcoin’s long-term value is intact.
So why does the market still feel like it’s walking on eggshells?
Because crypto isn't just an isolated degen playground anymore. With the U.S. government and Wall Street institutions now in the game , it’s now a heavyweight player, moving in sync with U.S. policies, macroeconomics, and political shifts.
Yes, Asia is accelerating adoption, Europe is implementing MiCA regulations, and institutions are deploying capital.
But let’s be real. The U.S. is still the biggest variable. With Trump ’s shifting policies (e.g. tariffs) and institutions adjusting to the evolving regulatory landscape, short-term instability is inevitable, but it won’t kill the cycle.
Debt and liquidity are long-term drivers. The U.S. will ultimately need to devalue debt, and Bitcoin remains one of the best anti-debt, anti-inflation hedges out there.
The bull run isn’t over, but how fast (or slow) we send this cycle will depend heavily on U.S. policies and liquidity conditions.
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