Coinex Research: Trump bitcoin and volatility in the Altcoins market

In 2025, Bitcoin exceeded $ 100,000 driven by institutional adoption, while the Altcoins fell due to the liquidity aimed at Trump linked to Trump. According to the Coinex report, the launch of Deepseek AI in China and Bitcoin’s decline at the end of the month generated speculation about possible consolidation.

2025 begins with high volatility for Bitcoin

Bitcoin started the year around $ 92,500 and closed about $ 102,000, reflecting a remarkable resilience against a challenging macroeconomic environment. The Federal Reserve maintained interest rates between 4.25% and 4.50%supporting the solidity of the labor market and the persistence of inflation. For its part, the Bank of Japan increased its monetary policy rate from 0.25% to 0.50%, in an attempt to adjust its position to global economic conditions.

The launch of Trump Memecoin Official and the Trump-Linked World Liberty Finance (WLFI) platform captured market attention, but the absorption of liquidity by these assets limited the growth of the Altcoins. Given the current panorama, Bitcoin could enter a short -term consolidation phase, due to the lack of immediate bullish catalysts.

The Trump effect: Bitcoin, Memecoins and the expansion of defi

Donald Trump’s influence on the cryptocurrency market grew significantly before taking possession. His team launched the official Memecoin Trump on the Solana Meteora platform, avoiding traditional liquidity suppliers such as Raydium. Stablecoins’s offer in Solana exceeded 9 billion dollarswith an increase of 130%, while the trading volume in its DEX reached a record of 258 billion dollars, tripling the Ethereum. In addition, the memecoin FDV valuation exceeded 70 billion dollars, surpassing Shib, Pepe and WIF in capitalization.

Melania Token’s surprise launch fueled the speculation and accelerated the activity in the market. However, the continuous emission of new tokens significantly reduced liquidity, causing a price drop. Meanwhile, World Liberty Finance (WLFI), A Defi project in Ethereum linked to Trump, He managed to raise more than 300 million dollars in his presale, Which shows that the influence of this crypto narrative transcends memecoins and expands towards institutional products in defi, integrating both speculative and financial elements.

The impact of Deepseek AI on global markets

The Deepseek AI model of China, launched before the lunar new year, shook the financial and artificial intelligence markets globally. With significantly lower training costs compared to its western competitors, Deepseek introduced an efficient alternative driven by the Mixture of Expert architecture (MOE), optimizing computational efficiency by activating only the most relevant subnets in each consultation.

Deepseek’s debut hit the US technological market, causing a massive liquidation in the actions of the sector. Nvidia (NVDA) suffered a 17% drop in a single day, since investors revalued the competitive panorama. In the crypto field, tokens linked to AI also experienced falls due to capital displacement to less volatile assets. However, more than a structural threat, Deepseek’s arrival represents a market adjustment that could accelerate the adoption of artificial intelligence and expand opportunities within the crypto sector.

Institutional adoption of Bitcoin and adjustments in regulatory frameworks

The institutional interest in Bitcoin remained firm in January, promoted by strategic regulatory developments. Mark Uyeda, interim president of the SEC, announced the formation of a team dedicated to cryptocurrencies, While President Trump signed an executive order in his first week in office to stimulate innovation in the crypto ecosystem, reflecting a change towards greater integration. In addition, in Illinois, progress was made in legislation to establish a state Bitcoin reserve, in line with Arizona’s initiative to incorporate digital assets into public finances.

Globally, sovereign institutions also increased their exposure to Bitcoin. The Central Bank of the Czech Republic approved its incorporation into national reserves, while the Sovereign Fund of Norway reported an interannual increase of 150% in its holdings, exceeding 350 million dollars. These decisions reflect a growing acceptance of Bitcoin as a strategic reserve asset for both government treasures and institutional investors.

Increased flows in stablcoins and perception of market risk

In January, the entrance of Stablcoins continued to rise, with an approximate flow of 9.9 billion dollars, consolidating three consecutive months of expansion of capital in the market. This liquidity increase reinforced the upward trend and facilitated that Bitcoin registered new historical maximums.

Despite the upward trend, The descent registered in the last days of January raises a possible growth pause. If the influx of Stablecoins decreases or transforms into a negative balance, the market is likely to consolidate with more marked variations in prices. Evaluating this data will be crucial to provide future movements.

Market prospects for February 2025

The market’s course will depend on factors such as institutional development, regulations and movements of Stablecoins. It is recommended that traders and investors remain attentive, adjusting their strategies based on macroeconomic conditions and liquidity trends.

About Coinex

Since its creation in 2017, Coinex has established itself as a global scope, providing advanced and user -centered solutions to more than 10 million people. Its offer includes trading spot and margin, futures, swaps and Automated Market Maker (AMM), operating in more than 200 countries and regions.

In addition to admitting more than 1200 cryptocurrencies and 1800 trading pairs in 18 linguistic markets, Coinex is CET’s home, the native token of the platform. It is also the first cryptocurrency exchange to publish reserves test to promote the transparency and safety of its users, ultimately offering a fluid and satisfactory trading experience as “your cryptocurrency trading expert.”

To learn more about Coinex, visit: Website | Twitter | App ｜ Telegram | LinkedIn | Facebook | Instagram | YouTube

---

The content and links provided in this article only fulfill informative purposes. Cryptonotics does not offer legal, financial or investment recommendations or councils. Investments in cryptocurrencies through ICO and tokens presales are high risk. Each interested party must carry out their own research and invest at their own risk. Cryptonotics Does not support any investment offer or similar promoted here. For more information visit our discharge of responsibility.