US-Listed Spot bitcoin
exchange traded funds (ETF) Amidst increasing political pressure on the US Federal Reserve, investor has attracted billions in capital in three months (Fed) To cut rates.
Tireless flows are now forced to pursue “under-employment” traders viceish through derivatives, reviving the speed of fast in cryptocurrency, according to Marcus Thilane, the founder, 10X research,
“Since the end of April 2025, a sharp bounce in bitcoin ETF inflow has been mainly inspired by political pressure on the Federal Reserve, Donald Trump has openly demanded that the chair has cut the rates up to 1% and resigned. The director of the Federal Housing Finance agency has started the rates of up to 1% and resigned. Sinthia Lumis has also said. On Thursday, customers said in a note.
Trump’s repeated attacks on the Federal Reserve revived the memories of the same works of Turkish President Erdogan between 2019 and 2021, which led to a wide-based change and an accident in Lira. Subsequently, Erdogan issued several decree, which was rejected by central bank officials for not cutting rates.
Meanwhile, Trump repeatedly called for Powell’s resignation, saying that his reluctance to cut rates is a cost of billions of dollars in the US. The minutes of the Fed Meeting held on July 17-18 showed a growing division on how the policy should move forward from here. According to the CNBC, the authorities had an opinion from a “doubles”, who said that the next cut may come soon as “something” who thought that no deduction would be appropriate this year.
Under-Tainat bulls enter again
Tireless ETF flows, combined with increasing pressure in fed cut rates, are finally forced to traders, who are completely hesitant to increase trades rapidly, to re -enter the market.
Since the middle-April, Bitcoin ETF has deposited bitcoin of $ 15 billion, and in particular, this purchase has been continuously continuously, even Bitcoin has consolidated from mid-May. This stable demand has now returned to the market, as was in data positions from the derivative space, “said the Theial.
Traders chased call options at $ 130,000 strikes, as noted by Coindesk earlier this week. A call option represents a rapid bet on the market, in which the demand for $ 130,000 calls reflects expectations for an increase in the price above that level.
These fast flows are commonly in line with the positive seasonal seen in July. data Tracked by coinglass The show BTC has performed positively in July in eight out of the last 12 years, with an average benefit of more than 7%.
Thilan said, “Historically strong seasonal and upcoming macro data and policy development in July remains helpful to the combined, background and reverse with potentially rapid catalysts,” Thilane said.
According to data source coindesk, Bitcoin hit a record high of $ 112,000 on some exchanges late on Wednesday night.
