Trump’s 100-Day Bitcoin Policy Pivot? Analysts Brace for Crypto Shakeup

Wall Street’s watching—and crypto traders are placing bets. Former President Trump’s upcoming 100-day policy speech could send Bitcoin on a wild ride, analysts warn.

Key signals to watch: Regulatory crackdowns or hands-off approach? Tax treatment clarity? ETF approvals? The market’s pricing in volatility either way.

Meanwhile, Bitcoin whales are accumulating—because nothing says ’hedge against political chaos’ like a decentralized asset class that laughs at Fed rate decisions.

Tightened on-chain supply

This anticipation comes amid a tightening on-chain supply of Bitcoin. Exchange deposits are at multi-week lows, indicating reduced selling pressure and an increase in self-custody behavior. 

Bitfinex cautioned that while this metric alone isn’t sufficient for investment decisions, its combination with recent macro volatility and the aftermath of a $7.2 billion options expiry may suggest a setup similar to past bullish breakouts.

The divergence between steady prices and falling exchange balances, analysts noted, has historically been a precursor to upside moves, especially when accompanied by consistent demand from ETFs and institutions.