Bitcoin hit new highs as US debt rose to $36.6 trillion. Will macroeconomic data detail the BTC rally?

Main meals:

• The explosion of the American debt and the stress of the housing market may lead to a sharp BTC correction of about $ 95,000.

• Bitcoin price remains closely related to total trends, including federal reserve policy and institutional flows.

The total national debt of the United States increased by 367 billion dollars on Monday, reaching the highest level ever of $ 36.6 trillion. The increase followed the approval of US President Donald Trump on a “beautiful, beautiful bill”, which raised the debt ceiling by $ 5 trillion on Friday. Could this be the operator of Bitcoin (BTC) to $ 95,000?

Analysts, including Court S. Alterquer, founder of Ivory Hill Wealth, raising red flags about the American housing market. The strong scale, which usually extends during the last economic shrinkage period, has reached anxious levels, according to Altrichter.

The inventory of the new family homes is approaching the width for 10 months. According to Altrichter, this “did not happen only during or immediately before the recession.” He confirms that the weakness in housing stems from the high interest rates, but more importantly, which it calls “evaporation of demand”.

If this historical style-which connects housing with an increase in supply to the broader economic decrease-is correct, the effect can affect assets on risks, including bitcoin. Even if the long -term influence proves positively for encryption, the immediate reaction from investors tends to be aversion to risk, preferably criticism and short -term bonds.

Jacques Malars, co-founder and CEO of Strike, noted that X is that the only applicable option for the US Treasury is to expand the monetary base-a procedure similar to printing money. Mallers argues that the government is unlikely to fall behind its debts, which means that Debasement becomes the final resort. This, as suggested, creates an ideal environment for bitcoin gathering.

Bitcoin’s fate depends on the actions of the American Federal Reserve

There is also a counterpart: some market participants believe Bitcoin, which exceeds 112,100 dollars on Wednesday, has nothing to do with financial issues or recession fears. Instead, the broader securities market is attributed to the expectations of politics in the federal reserve.

Speculation is also increasing about President Trump’s potential batch to replace Federal Reserve Chairman Jerome Powell. If it succeeds, this step may lead to more monetary policy. Trump has repeatedly urged interest rates. According to Fox Business, he is currently examining the candidates for the successor of Powell, which has ended for a period of duration of the period of interest in May 2026.

Despite the strong net flows in the Bitcoin exchange (ETFS) and the high institutional demand, BTC is still closely related to the wider stock markets.

The link between Bitcoin and S&P 500 is 68 %, which means that both the assets categories have provided similar price trends. The constant definitions of import in the United States are another dangerous factor, which is likely to harm companies’ profits, especially in the technology sector, which depends largely on global trade.

Related to: Bitcoin data indicates a rise to $ 120,000 after Pro BTC traders abandoned their landfills

NVIDIA (NVDA), which has become the most valuable company in the world with a market roof of $ 4 trillion on Wednesday, can be revealed in particular. It is difficult to predict whether rising commercial tensions will cause a sharp decrease in technology shares. While raising the debt roof often enhances feelings on risks, the recession may lead to a bitcoin correction to $ 95,000.

Ultimately, there is still a new new level ever in Bitcoin in 2025, as indicated by Strike. But at the present time, it seems that merchants are afraid whether the technology sector that is moved by artificial intelligence will attend the trade conflict.

This article is intended for general information purposes and does not aim to be and should not be considered legal or investment advice. The opinions, ideas and opinions expressed here are alone and do not necessarily reflect or represent the views and opinions of Cointelegraph.