Bitcoin’s Comeback Faces Macro Storm Clouds—Can BTC Defy the Odds?
Bitcoin bulls beware: The king of crypto’s recovery might be on borrowed time.
Macro headwinds are howling—rate hikes, recession fears, and institutional cold feet could slam the brakes on BTC’s rally. But here’s the twist: since when has Bitcoin ever played by traditional finance’s rulebook?
The Fed vs. The Flippening
Central banks keep tightening, but crypto’s decentralized heartbeat won’t sync with their tempo. While Wall Street panics over CPI prints, Bitcoiners are stacking sats—because inflation hedge narratives die hard.
Liquidity Lazarus?
Market depth looks thinner than a DeFi stablecoin’s collateral. If whales start dumping, that ‘recovery’ could evaporate faster than a memecoin rug pull. Yet every dip gets bought… for now.
The Cynic’s Take
Let’s face it—finance bros still think Bitcoin’s a ‘risk asset.’ Meanwhile, the orange coin keeps outliving their doom forecasts like a cockroach in a nuclear winter.
Bottom line: Macro might slow the party, but since when did crypto wait for permission?
A Period of "Chopsolidation"
Amidst these bearish signals, not everyone anticipates a dramatic crash. Maarten Regterschot, a CryptoQuant analyst, told Decrypt that he doesn’t expect Bitcoin to break below $112,000.
Instead, he anticipates a period of "chopsolidation" following the recent short-term holder selling spree, suggesting a period of sideways trading is more likely than a full-blown price collapse.
While some analysts are hinting at a more aggressive Fed pivot, that potential catalyst is still months away.
"Fed pivot is coming," said Fundstrat Capital CIO Tom Lee in a tweet, acknowledging the severity of the downward revisions to jobs data.
Fed has a dual mandate: jobs and inflation
- Goldman notes these job report revisions so large, haven’t seen in 57 years. Whoa 🤯
- This strengthens the case labor market is further away from Fed mandate than Fed realizes
To me, reads as Fed pivot is coming = supportive of… https://t.co/f2R5gRO57i
— Thomas (Tom) Lee (not drummer) FSInsight.com (@fundstrat) August 3, 2025
This sentiment is echoed by Jamie Cox, managing partner at Harris Financial Group, who told Fortune that there "might be a 50-basis-point" rate cut.
The CME's FedWatch Tool shows an 81.7% chance of a 25 basis point rate cut in September,
