QCP Capital: Bitcoin May Attract Investor Rotation After Clearing $95K, While Macro Risks Are Largely Priced In
Singapore‑based mostly digital asset agency, QCP Capital launched a report outlining latest market developments and its outlook on the cryptocurrency market, noting that the US labor market stays resilient and inflation seems secure, which has supported danger‑on sentiment throughout equities, treasured metals, the greenback, and cryptocurrencies.
The report states that regardless of geopolitical tensions involving Venezuela and Iran and US involvement, markets have continued to indicate resilience, pushed partly by expectations of renewed US management on the worldwide stage and a geopolitical premium in oil whereas broader markets held agency.
The evaluation means that some market observers view these dynamics by a political lens tied to the US midterm elections, with expectations that insurance policies geared toward financial energy might result in outperformance in US markets and a worldwide danger‑on setting.
According to the report, Bitcoin has lagged behind fairness and treasured metallic rallies however has not too long ago surpassed the $95,000 stage that had capped earlier rallies since November, and with potential continued foreign money debasement boosting treasured metals, Bitcoin’s relative valuation could entice rotation into digital belongings.
The agency additionally identifies ongoing dangers, together with a pending US Supreme Court choice on tariffs and the potential of additional geopolitical escalation in Venezuela or Iran, but it surely concludes that markets have largely priced in present dangers, and additional escalation occasions might current shopping for alternatives.
Analysts Predict Bitcoin Rally Eyeing $100,000 Target
As of the newest information, Bitcoin is buying and selling at $94,919, reflecting a 3.16% enhance over the previous 24 hours, with an intraday low of $91,816 and a high of $95,801. The whole international cryptocurrency market capitalization has reached $3.24 trillion, marking a 3.21% enhance in the identical interval, whereas whole buying and selling quantity throughout all cryptocurrency belongings over 24 hours rose to $154.52 billion, up 57.52%.
US spot Bitcoin exchange-traded funds (ETFs) recorded their largest every day web inflows since October seventh, 2025, signaling renewed institutional curiosity following year-end portfolio changes. According to SoSoValue information, the spot Bitcoin ETFs noticed $753.7 million in web inflows on Tuesday, with Fidelity’s FBTC main at $351 million, Bitwise’s BITB receiving $159 million, and BlackRock’s IBIT including $126 million.
Vincent Liu, Chief Investment Officer at Kronos Research, commented that these inflows mirror enhancing macroeconomic readability, supported by latest US client worth index figures and the progress of cryptocurrency market construction laws in Washington.
Other market analysts preserve a constructive outlook for Bitcoin. Michaël van de Poppe of MN Trading Capital famous in a put up on X that Bitcoin seems poised to achieve $100,000 within the coming week, suggesting that worth dips current shopping for alternatives.
Bitcoin has not reclaimed the $100,000 stage since falling under it on November 13, 2025. Historically, January has been modest for Bitcoin, with a mean acquire of 4.18% since 2013, whereas February has typically produced stronger returns, averaging 13.12%.
Michaël Van de Poppe added that the bull market remains intact and could also be coming into a renewed progress part.
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