Matrixport: A new round of upward momentum for Bitcoin is gradually forming

ChainCatcher news, Matrixport released a weekly report stating that the U.S. economy continues to show strong resilience. The narrowing of credit spreads has reduced corporate refinancing costs and somewhat alleviated the impact of tariffs. Against this backdrop, companies are accelerating the adoption of artificial intelligence to enhance operational efficiency, providing additional support for risk assets.

Historical data shows that a narrowing of credit spreads is often accompanied by a strengthening stock market and Bitcoin, which together increase the likelihood of the continuation of the current Bitcoin rally. The core risk of the current trend still lies in inflation. Although the inflation rate remains above target, our model predicts it will fall below 2% in the coming quarters, suggesting that the Federal Reserve is likely to extend the easing cycle.

This judgment diverges from mainstream market expectations, which generally believe that fiscal injections and de-globalization will keep inflation elevated for a longer period. However, considering the backdrop of continuously declining energy prices and decreasing housing costs, the likelihood of inflation remaining above 3% in the long term is low. Although the core driving factors for the next Bitcoin rally are not yet clear, new upward momentum is gradually forming.