U.S. stocks fell 5% Vs Bitcoin rose 5.6%: The first asset rotation signal of the Trump era has appeared.

Original Title: Bitcoin Rebounds Toward $95,500 as Markets Brace for Trump’s 100-Day Speech

Original author: Drop Gorn

Source of the original text:

Compiled by: Daisy, Mars Finance

Bitcoin has surged to $95,490, as the market holds its breath for Trump's hundred-day governance speech. Over the past week, investors have withdrawn more than $4 billion in BTC from exchanges, releasing a strong bullish signal.

Trump's policy arsenal—including the potential establishment of a Bitcoin strategic reserve and the revival of tariff threats—is creating a situation where opportunities and risks coexist. As the stock market comes under pressure, Bitcoin is benefiting from the increasing demand for safe-haven assets.

On-chain data shows that the exchange's Bitcoin reserves have sharply declined. If market momentum and supply tightening continue, the conditions for breaking through the $100,000 mark are maturing.

Strong rebound on Monday

Bitcoin ( BTC ) rebounded strongly on Monday to $95,490, coinciding with the market preparing for Trump's hundred-day speech. As the announcement of the special cryptocurrency policy approaches, investors are beginning to adjust their positions – on-chain data has already shown some signs.

The driving force above $95,000

CoinGecko data shows that Bitcoin has risen by 0.8% in the last 24 hours, reaching $95,490.92. During the trading session on Monday, BTC fluctuated between $92,953 and $95,490, maintaining recent upward momentum. The weekly performance is similarly robust, up 8.9% compared to last Monday, with an approximate 15% increase over the past 30 days. The crypto market is closely watching whether Trump will provide a clear statement on the rumored Bitcoin strategic reserve proposal.

Capital Migration

Just after Trump's controversial call for interest rate cuts, over $4 billion in Bitcoin flowed out of exchanges in the past week. Investors are clearly transferring tokens to cold wallets, which is usually a bullish sign.

The Crypto Effect of Trump's First Hundred Days in Office

Bitcoin's rally is not an isolated event – it is moving in tandem with US stocks, especially those of tech giants, as markets try to anticipate possible signals from Trump's speech. According to analysts, if Trump formally backs bitcoin reserves, it could trigger a parabolic rally to $100,000. Conversely, if the focus shifts too much to tariffs or harsh budget cuts, it could hit the overall market and limit Bitcoin's short-term upside.

TradingEconomics data shows that the inflation rate has decreased from 9.1% in 2022 to 2.4% in March 2025. Trump quickly attributed this to himself, but economists warn that his pro-tariff policies may reignite inflationary pressures.

Expectations for interest rate cuts cool down

Despite Trump's strong pressure to cut interest rates and even threats to replace Federal Reserve Chairman Powell, the CME FedWatch tool shows a 90.1% probability that the interest rates will remain unchanged at the May 7 meeting. In short: the market has heard Trump's demands, but has not yet bought in.

Asset Rotation Under the Shadow of Tariffs

Trump's ongoing tariff rhetoric continues to hit U.S. stocks (especially the tech stocks known as the "Magnificent Seven"), and this uncertainty is actually benefiting Bitcoin—its hedge properties as "digital gold" are gaining recognition.

In comparison, Bitcoin has risen 5.6% this year, while the Nasdaq, S&P 500, and Dow Jones indexes have all fallen by 5% during the same period. Investors fleeing the turbulent traditional financial markets have begun to favor Bitcoin's relative strength.

$100,000 in sight?

The geopolitical tensions and market anxieties during Trump's first hundred days in office unexpectedly became a tailwind for Bitcoin. BTC's steadfastness at the $90,000 mark amidst the tumult is significant, highlighting its resilience and preserving the hope of reaching $100,000.

CryptoQuant on-chain data reveals key trends:

• Since April 22, the exchange's Bitcoin reserves have decreased by over 4 billion dollars.

• The weekly deposit size plummeted from 237.8 billion to 233.8 billion.

• A potential supply squeeze is forming

If the demand remains strong while the available supply continues to shrink, the time when Bitcoin breaks the six-figure barrier may come sooner than most people expect.