Analysis: Bitcoin rebounds to $67,000, and Trump's tariff remarks reignite expectations of macro tightening

BTC2,91%

ChainCatcher reports that Bitcoin continued to fluctuate on Thursday, initially dropping to around $65,900 before rebounding to approximately $67,000. Market focus shifted to Trump’s latest statements on trade and tariffs.

He previously posted on Truth Social that the U.S. trade deficit has been “reduced by 78%” due to tariffs on other countries and companies, and expressed optimism about achieving a trade surplus for the first time in decades this year.

Analysts believe that rising tariff expectations could impact inflation trajectories and reinforce market pricing for “higher and longer” interest rates. In this scenario, the dollar typically strengthens, risk assets come under pressure, and cryptocurrencies like Bitcoin are also susceptible to liquidity and interest rate expectation changes.

Market views suggest that if the tariff narrative further intensifies and drives the dollar higher along with tightening financial conditions, Bitcoin’s rebound momentum may be difficult to sustain; if related statements fade into political noise, the crypto market may refocus on capital flows, leverage conditions, and key technical levels.

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