The price of Bitcoin (BTC) It could star in a new upward rally in the coming months, promoted by the increase in global liquidity and a possible economic agreement between China and the United Statesthe two main powers of the world.
This is projected by the analyst Juan Villaverde, who anticipates a favorable scenario for the crypto market if the commercial war that revived the presidency of Donald Trump.
A rebound backed by monetary expansion
Since the beginning of 2025, Global liquidity is increasinga factor that, according to Villaverde, is usually reflected in the cryptocurrency market with a delay of approximately three months. That correlation opens the possibility that Bitcoin starts a new growth phase from Juneeven having recently corrected from US $ 74,000 to the current range of U $ S96.300.
“Bitcoin has barely touched the bottom,” said the specialist, and stressed that the global context could lead to an “abundant rise” if the central banks maintain their expansive bias. However, the key to reaching records lies in the evolution of the Commercial conflict between Washington and Beijing.
The conflict between powers that marks the market direction
Since Trump returned to the White House, he imposed new tariffs of the 25% to products from Mexico and Canada and of 10% to Chinese importswhich unleashed a hard response from the Xi Jinping government. China raised up to 125% tariffs on US goodssuch as coal, oil and food, deepening bilateral tension.
This commercial confrontation has generated strong volatility in marketsincluding that of cryptocurrencies. At the end of April, after an advertisement of new sanctions, Bitcoin fell au $ S74,000, although then quickly bounced, consolidating over US $ 90,000.
Yuan, inflation and the “threshold of pain” of Beijing
Beyond tariffs, Villaverde points out that the Yuan exchange rate It is the true determining factor for the future of Bitcoin. The Chinese economy is going through a deflationary stage and could be forced to Print large -scale moneywhich would further press your currency. But there is a limit: if Yuan exceeds 7.30 to 7.35 per dollarthe Popular Bank of China tends to stop the broadcast to stabilize its currency.
These monetary decisions have coincided in the past with the Picos and pauses in the price of Bitcoinwhich reinforces the thesis that the future of the cryptoactive depends in part of the Chinese exchange policy.
What scenario is coming for BTC?
According to Villaverde, there are two possible paths:
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No commercial agreementthe conflict would continue to stop the global monetary expansion and Bitcoin could stay stagnant around US $110,000.
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But if an understanding between China and the US is reached.there would be room for a greater issuance of yuan, which would drive BTC beyond US $ 1550,000.
“The thing is starting to get interesting,” concludes the analyst. Bitcoin’s future could be tied, more than ever, to the outcome of the economic bid between the two main economies in the world.
Source: Ambito
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