Bitcoin watchers have their sights set not just on charts — but on Washington, too. As President Donald Trump approaches his 100th day in office, analysts at Bitfinex say his upcoming address could have a meaningful impact on the direction of U.S. crypto policy.
According to a market note shared with crypto.news, the address could serve as a crucial moment for Bitcoin’s perception and future regulation. Investors will be listening for any supportive language around digital assets, particularly signs that crypto could be integrated into the country’s broader financial framework.
Among the topics analysts expect to gain traction are:
- The potential creation of a “strategic crypto reserve” to reinforce Bitcoin’s role as a financial asset.
- Deregulatory moves aimed at boosting capital flows into American digital asset platforms.
- Framing Bitcoin as part of the national economic toolkit, aligned with economic sovereignty.
Even in the absence of policy action, the tone of the speech could be pivotal. “A supportive message — one that reflects institutional credibility or ties Bitcoin to U.S. economic goals — could position BTC as a central pillar of financial strategy moving forward,” Bitfinex wrote.
On-Chain Trends Signal Tightening Supply
This political anticipation arrives as Bitcoin’s on-chain metrics show a noteworthy trend: falling exchange reserves. Deposits into centralized exchanges have hit multi-week lows, signaling that many investors are moving BTC into cold storage — a move typically associated with long-term conviction and reduced selling pressure.
Combined with recent market events — such as the $7.2 billion Bitcoin options expiry — and ongoing macro volatility, this setup resembles patterns observed before past bullish breakouts. Analysts note that when Bitcoin supply contracts on exchanges while ETF demand remains consistent, prices have historically surged.
Bitfinex emphasized that while no single data point is a guarantee, the combination of policy anticipation, reduced sell-side pressure, and resilient demand may be laying the groundwork for a significant upward move.
Trump Era 2.0: What’s at Stake for Bitcoin?
Trump’s stance on crypto has evolved. Once critical of digital assets, he’s shifted toward a more pragmatic view in recent months, especially amid growing distrust of central bank digital currencies and global digital authoritarianism. As the U.S. competes for fintech dominance, analysts believe that embracing decentralized assets could become a matter of economic strategy.
If Bitcoin is mentioned — or even alluded to as a tool of sovereignty or innovation — it could spark a wave of renewed interest from both institutions and retail investors.
Final Take
The 100-day address isn’t just a political milestone — it could become a key narrative moment for crypto. With Bitcoin’s supply tightening, ETF demand holding, and institutional legitimacy on the line, the stage is set for volatility — and possibly, major upside.
As always, investors should stay informed and prepare for fast-moving developments.
