Bitcoin Defies U.S. Policy Gridlock, Holds Firm Near $95,000—Is the $100K Breakout Imminent?

Regulatory delays create turbulence, but the king crypto refuses to kneel.

The Resilience Test

Policy paralysis in Washington typically sends traditional markets into a tailspin—endless committees, diluted drafts, and the classic 'we're monitoring the situation closely.' Yet Bitcoin, trading stubbornly around the ninety-five thousand dollar mark, seems to be writing its own rulebook. The asset isn't just waiting for permission; it's building its case in the court of global capital.

The Path to Six Figures

The hundred-thousand-dollar threshold isn't just a number; it's a psychological battleground. Every delay from policymakers isn't a roadblock but a stress test, proving the network's operational independence from the very institutions trying to define it. The momentum isn't fueled by regulatory green lights but by a growing consensus that digital scarcity trumps bureaucratic speed.

So, is the target still in play? The chart action suggests a market that's less concerned with political theater and more focused on a fundamental truth: value flows where it's treated best. While traditional finance debates the rules, Bitcoin is busy settling the score—one immutable block at a time. After all, what's a few weeks of political delay to an asset built for decades? The old guard debates the 'how,' while the new simply builds.

Bitcoin ETF Flows Remain Supportive

Institutional demand through U.S. spot bitcoin exchange-traded funds (ETFs) continues to provide a key source of support.

According to Farside Investors, Bitcoin ETFs recorded roughly $100 million in net inflows on January 15, marking four consecutive days of positive flows. BlackRock’s iShares Bitcoin Trust (IBIT) led the day with $315.8 million in inflows, while Fidelity’s FBTC and Grayscale’s GBTC saw outflows.

Since the start of the year, U.S. spot Bitcoin ETFs have attracted nearly $1.5 billion in net inflows. Analysts say this pattern suggests that institutional buyers have absorbed much of the selling pressure that followed Bitcoin’s breakout above $88,000.

Regulatory Delays Add Uncertainty

The delayed Senate vote followed public opposition from Coinbase CEO Brian Armstrong, who criticized parts of the proposed bill related to decentralized finance, tokenized equities, and regulatory oversight. Lawmakers postponed discussion of the bill, leaving questions about the future regulatory framework for digital assets.

The lack of clarity has contributed to short-term caution across crypto markets. Shares of crypto-related companies such as Coinbase and Strategy also fell after the news. Analysts note that while clearer regulation could support long-term adoption, uncertainty in the NEAR term can pressure prices.

Technical analysts say Bitcoin has reclaimed the $95,000 zone, with the next major resistance around $97,500, near the 50-week exponential moving average. Some market watchers believe a push toward $100,000 remains possible if Bitcoin can hold above current support levels and ETF inflows continue.

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For now, the market appears to be in a cooling phase rather than a downturn. Whether Bitcoin can regain momentum will likely depend on regulatory developments, institutional flows, and broader risk sentiment in global markets.

Cover image from ChatGPT, BTCUSD chart on Tradingview