What will finally happen with Bitcoin in this «war of tariffs»? Analysts think

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By Berto R

  • In general, there is optimism for medium and long term with Bitcoin.

  • In the short term, there are those who think that the upward cycle is over.

The price of Bitcoin (BTC) is giving scares. Although at the beginning of the year many expected a massive bull runthe truth is that the digital currency is in a bassist tendency since January 20, the day Donald Trump assumed the presidency of the United States.

Yesterday morning, April 7, 2025, Bitcoin marked its lowest price so far from 2025when about $ 74,500 arrived.

Next, in the graph provided by TrainingView, it can be seen how the price of BTC has moved since January 1 of the current year:

Bitcoin price graph (BTC) from January 1, 2025 until April 7, 2025. Source: TrainingView.

Tomás FieldP Manager in Exchange Lemon, he told Cryptonoths that, «although it is still classified as a risk asset, Bitcoin fell only 8% and already shows recovery signs, resisting better than many traditional actions in a context of geopolitical and financial high voltage.»

Field details that «Trump’s plan, which seeks to protect the US economy with more aggressive commercial measures, generated uncertainty in all markets.»

The effect in Bitcoin – according to the Lemon representative – was mixed: On the one hand, there was «macroeconomic noise that negatively impact on risk assets» and, on the other hand, «Trump’s own signals itself-as the creation of the Bitcoin strategic national reserve and the possibility of more states that include it-were eclipsed by global tension.»

«This week’s volatility showed that Bitcoin is not disconnected from the traditional financial market, but its bases are still firm: it does not depend on governments, it cannot be censored and has a limited offer. If the Macro panorama stabilizes and the Trump government advances with the proposals, the price could quickly resume its upward path. For many, this fall is more an opportunity than a sign of weakness ».

Tomas Field, PR manager en Lemon

This of taking advantage of opportunities does not remain in theory. Field points out that with this fall, Lemon had «the second day with the greatest net purchase of Bitcoin of the last 40 days.» ObviouslyArgentine Bitcoiners are taking advantage of the «discount.»

Bitcoin daily purchasing and sales chart at Exchange Lemon.
With the price drop, daily purchases of Bitcoin (BTC) were fired. Source: Lemon.

He also spoke about these movements in the price of Bitcoin, the general director of Exchange Bitso Argentina, Julián Colombo.

«What I am seeing today reflects the sensitivity of the ecosystem to the macro and high -impact politicians, such as Trump who performed in recent hours,» said the director of Bitso.

Colombo He does not dare to talk about the bearish market, or crypto winter, but Consider that Bitcoin is in a correction. And he ensures that «this correction is part of the natural volatility of a market that has risen more than 100% in the last year and continues to show strong foundations: the record entry of institutional capital through ETF and an increasing adoption in emerging markets.»

Sebastián SerranoCEO and Founder of Ripio – the most long -lived cryptocurrency exchange of those born in Argentina – also has expressed an optimistic vision In a statement sent to cryptootics.

Serrano says: «Trump’s policies, such as the strategic reserve, keep the expectation of an increasingly broad adoption. While Bitcoin and the main cryptocurrencies continue to consolidate as tools against global problems such as inflation. The use of cryptocurrencies grows between people, companies and states ».

For all this, Serrano is very excited about what is coming in 2025

«Although the first quarter of 2025 has accelerated the correction after the 2024 rally, the medium-term growth potential remains intact, now driven by pro-described governments and the growing retail adoption. We already have the ETF al Caé de Bitcoin and also from Ethereum, we already had the fourth halving, there is already a consensus on Bitcoin as a value reserve, there are already huge companies and governments using and treasured cryptocurrencies. And there is also the global leadership of a president and a United States government increasingly close to Crypto. For all this, regardless of momentary market issues such as prices and market cap, expectations are intact ».

Sebastián Serrano, CEO and founder of Ripio.

But not everyone sees «the glass half full.» There are those who are developing a more pessimistic perspective of the current context and that must also be taken into account.

Richard DurantMarket analyst and investment firm, Narweena, Think that «the Bitcoin cycle is exhausted». He does not rule out that BTC can rise again and even mark new historical maximum prices this year, but it would not be most likely, in his opinion.

Durant adheres to the thesis that Bitcoin will continue to behave as a «risk asset» and, therefore, showing great correlation with the traditional stock market:

«Bitcoin is likely to move in the same direction as US actions, which I think they have even more chances of falling, unless there is a sudden change in tariffs.»

Richard Durant, investment manager.

Durant is also aware that Donald Trump’s pro-writing policies could be a push for the price of Bitcoin. But he does not convince himself at all, because he considers that the executive order to establish a strategic Bitcoin reserve resulted in a strategy to sell the news. «This announced seemed less positive than most investors probably expected,» he said.

Another pessimist is the South Korean Ki Young JuCEO of the data provider on-chainCryptoQuant. Without any doubt and with absolute certainty, the entrepreneur says: «The bitcoin bullish cycle is over.»

He bases his thesis on data on-chainspecifically in metrics on the capitalization made:

«If the capitalization carried out is stable while market capitalization increases, it suggests that even a small amount of new capital is promoting upward prices, a bullish signal. Currently, we are seeing that the capital enters the market, but prices do not respond. This is typical of a bearish market.»

Ki Young Ju, CEO de CryptoQuant.

The CEO of Cryptoquant adds that «the selling pressure could decrease at any time, but historically, the real reversions take at least six months, so a short -term rebound seems unlikely.» This means that, according to its projection, BTC could resume the upward course just in the last quarter of 2025.

In the long term, there is no doubt about Bitcoin

Beyond the turbulence that can shake the price of Bitcoin in the next few days, weeks or even months, The long -term perspectives for this digital asset remain solidly bullish.

This conviction is not based on a blind faith in «San Satoshi Nakamoto, patron of Bitcoin», but on the foundations that have turned BTC into a global phenomenon for more than a decade: its decentralized design, its limited offer and its growing acceptance as a unique financial tool in its type.

While analysts discuss whether BTC is facing a simple correction or the end of a cycle, Bitcoin’s defenders look beyond the immediate horizon And we see in each fall an opportunity to accumulate Sats (the smallest unit of Bitcoin) at attractive prices.

One of the pillars that support this optimistic vision is Bitcoin’s scheduled scarcity. With a maximum supply of 21 million currencies, of which more than 19 million have already been undermined, and with events such as the fourth halving – used in 2024 – further reducing the issuance of new BTC, the limited offer remains a key engine for its long -term value.

In a world where Fíat currencies face constant devaluations due to inflation, Bitcoin is positioned as a value reserve that cannot be manipulated by central governments or banks. This characteristic, combined with its resistance to censorship and its global accessibility, makes it especially attractive in times of economic uncertainty, such as those that could be derived from the aggressive commercial policies of Donald Trump or of geopolitical tensions.

Another factor that reinforces the bullish expectations is the institutional and governmental adoption that Bitcoin has achieved in recent years. Bitcoin cash ETFs, approved in various markets, have opened the doors to billions of dollars in institutional capital.

To this is added the aforementioned Trump initiative to create a Bitcoin strategic national reserve, a sign that even governments are beginning to see BTC as a strategic asset. Although some, like Richard Durant, consider that this announcement did not meet the immediate expectations of the market, its symbolic impact is undeniable: Bitcoin is being recognized as a key element in the economy of the future.

Therefore, every time the price falls, experienced holders do not panic: they buy more. They know that, In the long term, Bitcoin will not only survive storms, but will continue to redefine the concept of money.

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