Bitcoin eyes $100K as macro and policy catalysts line up Bitcoin surged again this week as a string of macroeconomic data and policy developments pushed risk assets higher and revived bullish momentum in crypto. Quick snapshot - The crypto market kicked off the third week of the month with a 4.45% lift in total market capitalization — roughly a $130 billion move that put risk assets back in the green. - Bitcoin led the charge, climbing about 5% to roughly $95,000 and pushing its market cap past $1.9 trillion. TradingView data shows BTC accounted for roughly 61% of total market flows, underscoring that the rally was largely BTC-led. Why the move happened - U.S. inflation readings came in cooler-than-feared: headline CPI matched expectations at 2.7% year-over-year, while core CPI printed 2.6% YoY (versus 2.7% expected) — the lowest core reading in nearly five years. That stability in inflation is being read as a positive macro backdrop for risk assets. - Earlier this month, rate-cut odds had slipped after Fed Chair Jerome Powell signaled a hawkish stance. The softer CPI print, however, increased pressure on the Fed and helped re-open hopes for rate cuts later this year — a key tailwind for Bitcoin. Policy and political catalysts - Beyond macro data, lawmakers’ progress on crypto-focused bills such as the CLARITY and GENIUS Acts is also being watched as a potential structural boost for market confidence and institutional flows. Market structure: spot demand, not leverage - Analysts note this was a spot-demand-led move rather than a leveraged squeeze. That suggests investors are positioning for an extended bull market rather than chasing a short-lived rally. Analyst view: $100K in sight? - Matt Mena, Crypto Research Strategist at 21Shares, sees a near-term path to $100K. He points to cooling inflation, stable jobs data and geopolitical tension — factors that increasingly have investors viewing Bitcoin as a macro hedge. “On the news, Bitcoin broke above $92K and is now consolidating near that level,” Mena said, arguing that $95K looks more like a base than a peak, and could serve as a springboard toward six figures if macro tailwinds persist. Bottom line A combination of stabilizing inflation, renewed rate-cut hopes, legislative progress and spot-driven demand has put Bitcoin in a favorable position to test $100K. Still, markets remain sensitive to macro shifts and policy signals, so near-term volatility is possible. Disclaimer This summary is informational and not investment advice. Crypto trading carries high risk; always do your own research before making financial decisions. Sources: TradingView (BTC market cap), AMBCrypto. © 2026 AMBCrypto Read more AI-generated news on: undefined/news

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