As financial markets digest recent US inflation figures and the Fed’s initial monetary guidance for 2025, crypto analysts foresee a possible explosion in the price of Bitcoin. Several indicators point to an ambitious target: $90,000 by the end of the second quarter.
A favorable macroeconomic environment
- Controlled inflationary pressure: The publication of the latest US Consumer Price Index (CPI) shows a slowdown in inflation, reinforcing the idea of a less aggressive monetary policy.
- A Fed pause in sight: A stabilization of interest rates would stimulate risk assets, primarily cryptocurrencies. Bitcoin, often compared to digital gold, would benefit from this in a context of asset reallocation.
Internal Dynamics of the Crypto Market
- Halving and Scarcity: The recent Bitcoin halving has automatically reduced the available supply, creating upward pressure on the price if demand remains constant or increases.
- Capital Inflows via ETFs: Bitcoin-backed exchange-traded funds continue to attract billions, particularly from institutional investors seeking diversification.
Analysis and Outlook for the $90,000 Threshold
What This Implies:
- A move toward $90,000 would be a new post-halving all-time high, confirming the correlation between reduced supply and surging prices.
- This dynamic would reinforce Bitcoin’s legitimacy as a store of value in the face of global economic uncertainty.
Persistent Risks:
- A resurgence of inflation could lead to unexpected monetary tightening.
- Geopolitical tensions or unfavorable regulation in the United States could break the market’s momentum.
Conclusion
The $90,000 mark for Bitcoin in the second quarter of 2025 is no longer a distant dream for analysts, but a plausible target driven by favorable macroeconomic conditions and powerful internal dynamics. If the winds remain favorable, BTC could not only cross this threshold, but also usher in a new bullish phase for the entire crypto market.