Bitcoin Eyes $90,000 as Tariffs Ease, Fed Stands Firm

Bitcoin is poised for a significant rebound, potentially reaching $90,000, according to Markus Thielen, founder of 10x Research. This optimism is fueled by recent developments in global economic policy, particularly the easing of tariffs and the Federal Reserve's steady monetary stance.

Bitcoin has experienced considerable volatility in recent months, largely due to economic uncertainty and fluctuating market sentiment. However, recent policy shifts could signal a turning point for the cryptocurrency. The indication from Donald Trump's administration that tariffs might be scaled back has boosted investor confidence. Concurrently, the Federal Reserve's decision to maintain its current monetary policy has reassured markets that drastic changes are not imminent.

Thielen believes these factors are creating a more favorable environment for Bitcoin's resurgence. As uncertainty diminishes, both institutional and retail investors could regain confidence, potentially driving BTC closer to the $90,000 mark. Trade tariffs impact global markets by increasing costs for businesses and consumers. Trump’s willingness to ease tariff restrictions could reduce economic pressures, stabilizing traditional financial markets. Since Bitcoin often moves in response to macroeconomic trends, a more predictable trade policy could encourage risk-on investments, including cryptocurrencies.

Additionally, a relaxed tariff stance may help ease inflationary pressures. If businesses face fewer trade-related costs, consumer prices could stabilize, reducing the Federal Reserve’s need to take aggressive action. This would create a more stable investment climate—an ideal condition for Bitcoin’s potential rally. The Federal Reserve has taken a measured approach to inflation, choosing to hold interest rates steady rather than raising them. This signals confidence that the economy can navigate current conditions without drastic intervention. For Bitcoin, this means a lower likelihood of aggressive rate hikes, which have historically put pressure on risk assets.

A stable interest rate environment provides a strong foundation for Bitcoin’s upward movement. Investors who had been hesitant due to monetary policy uncertainty may now see a renewed opportunity in BTC, especially if broader financial markets also show signs of recovery. Reaching $90,000 is an ambitious target, but Bitcoin has shown resilience in past cycles. Historically, periods of consolidation have often preceded major breakouts. If buying momentum increases, particularly from institutional players, a push toward the $90,000 level could become a self-fulfilling prophecy.

However, Bitcoin remains a highly volatile asset, and external factors—such as geopolitical tensions, regulatory changes, or unexpected macroeconomic shifts—could influence its trajectory. Investors should remain cautious and consider risk management strategies when navigating potential market swings. Bitcoin’s current market structure suggests a potential bottom formation and key macroeconomic signals are aligning in its favor. If Trump follows through with easing tariffs and the Federal Reserve stays firm on its steady monetary policy, Bitcoin could gain the confidence needed to climb toward $90,000.

As always, investors should keep a close eye on global economic trends, Federal Reserve statements, and political developments—all of which will play a crucial role in determining Bitcoin’s next major move.