K33 Research: Bitcoin Rally to $100K Looks Sustainable, Fueled by Spot Demand and Trump Trade
By: coindoo|2025/05/14 02:15:05
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Unlike earlier spikes, this move shows no signs of overheating in the derivatives market, and overall investor sentiment remains cautious, suggesting a stronger foundation for long-term growth.The report highlights that BTC’s latest climb, a 9% increase last week, is being driven by a robust spot market demand and balanced positioning rather than leveraged speculation. Daily spot trading volume jumped 51% week-over-week, averaging $3.9 billion, a strong indicator of genuine market interest. However, K33 noted that market depth remains thinner than during previous all-time highs.K33 analysts believe that the typically weak month of May, often plagued by post-tax season sluggishness and a lack of bullish catalysts, might defy expectations this year. “This summer could reward those who hold rather than sell in May,” the report states, implying potential upside ahead. .dark-mode .read-more {background-color: #343a40 !important;} READ MORE: Crypto Market Cools as Bitcoin Retreats from Post-Tariff Highs One key driver behind the rally, according to K33, is the so-called “Trump Trade.” The firm points to Donald Trump’s pro-crypto rhetoric and policy positions as a tailwind for market confidence. With expectations rising that a Trump administration could ease regulatory pressure on the crypto industry, K33 suggests that political developments are playing a central role in Bitcoin’s renewed momentum.Altogether, the combination of strong spot demand, calm derivatives activity, and a supportive political backdrop could set the stage for Bitcoin to explore new all-time highs in the coming months.The post K33 Research: Bitcoin Rally to $100K Looks Sustainable, Fueled by Spot Demand and Trump Trade appeared first on Coindoo.
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