Bitcoin is staging a solid comeback after nearly a month of declines, rebounding to $90,741.92, a 4.04% increase in the last 24 hours. This recovery follows weeks of politically driven selling and liquidations. The asset, which had previously dropped below $82,000, now trades significantly higher, with its market capitalization surpassing $1.81 trillion and daily trading volume reaching $73.32 billion. This move unfolds as the market reassesses the influence of Donald Trump’s remarks and the positioning of institutional investors. Bitcoin maintains strong dominance, and some analysts argue that this recovery reflects a more resilient investor base, one that increasingly treats Bitcoin as an independent macro asset rather than a purely political reaction instrument.
Bitcoin Rally Draws Bullish Positioning
On-chain analysts are tracking a clear reduction in retail selling pressure. Futures indicators point to recent liquidations that helped flush out leverage, improving market structure. The MVRV ratio at 1.54 signals a zone historically linked to accumulation and constructive price corrections. The recovery is not exclusive to Bitcoin; Ethereum and top-tier altcoins are also trending upward as speculative excess cools across the market. More traders highlight the absence of persistent selling from long-term holders, a key signal that major investors are not preparing for extended downside.
This technical backdrop aligns with steady institutional behavior. Capital flows into U.S. Bitcoin investment products remain stable, contradicting expectations of mass outflows after recent volatility. With fewer overheated positions and consistent demand from professional market actors, traders view current price action as a healthy reset rather than a breakdown.
The Trump Factor No Longer Sets the Tone
Donald Trump’s economic warnings and trade rhetoric toward China no longer provoke the sharp reactions previously seen in Bitcoin. Even after cautioning about global financial risks, the asset did not replicate earlier panic-driven moves. This suggests a reduced responsiveness to political messaging. Analysts note that traders appear more focused on liquidity cycles, capital inflows, and on-chain signals than on partisan commentary.

Despite his critiques, Trump remains linked to pro-crypto measures, including allowing 401(k) access to digital assets and proposing a national strategic reserve. Several allies have recently disclosed Bitcoin purchases and allocations to the IBIT ETF, signaling continued confidence within his political circle. These actions create a contrasting picture between Trump’s warnings and the investment behavior surrounding him.

