Bitcoin profiting on the returned demand for risk

Expert market comment made by Chief Market Analyst Alex Kuptsikevich of the FxPro Analyst Team: Bitcoin profiting on the returned demand for risk
FxPro | Před 31 dny

Bitcoin profiting on the returned demand for risk

Bitcoin has been on a rollercoaster ride. Firstly, quotes fell below the psychologically important round level of 100,000 in response to the United States' bombing Iran. Then, the cryptocurrency recorded one of the best daily rallies in 2025 thanks to Donald Trump's announcement of a ceasefire in the Middle East.

Along with the deterioration of global risk appetite amid the Israeli-Iranian conflict, fears about the growth of token supply put pressure on Bitcoin. Western sanctions are depriving the country of the opportunity to sell traditional assets. To attract resources, it may start selling cryptocurrency. Therefore, Tehran's reduction in oil exports increased the risks of a further decline in Bitcoin prices.

The markets believed in the end of the Twelve-Day War and returned to a positive outlook. The reduction in the number of daily transactions on the Bitcoin network from 600-700K in 2024 to 500K in 2025, with the average payment volume remaining unchanged at $7 billion, is good news. According to Glassnode, this indicates institutional investors' increased interest in digital assets.  

Bitcoin is also supported by consistently high demand for Bitcoin-focused ETF products. Since their launch in January 2024, specialised exchange-traded funds have attracted more than $131 billion.

The turning point in the Israeli-Iranian conflict gives reason to expect a continuation of the rally in US stock indices. The return of the S&P 500 to record highs is strengthening global risk appetite and creating a tailwind for the first Crypto. Events in the Middle East have shown that Bitcoin has not become a hedge against turmoil, as its creators intended.

Nevertheless, the risky nature of cryptocurrency allows you to make good money on it during periods of market prosperity. How long will the current favourable period last? The answer will depend on the end of the war in the Middle East. It will also depend on Donald Trump's unwillingness to escalate trade conflicts. There is not much time left before the end of the 90-day tariff delay. Are the markets and the S&P 500 waiting for a new round of trade wars?

By the FxPro Analyst Team 

Regulace: FCA (UK), SCB (The Bahamas)
read more
Will the S&P 500’s record run power on to 6,500?

Will the S&P 500’s record run power on to 6,500?

The S&P 500 is on a roll - again. It recently burst through the 6,350 level, brushing it aside like a mere formality. For market watchers, it’s another high-water mark in a year defined by relentless momentum, tech-fuelled optimism, and the ever-present fear of missing out (FOMO).
Deriv | Před 15 h 41 min
EUR/USD Under Pressure Despite Weaker US Dollar

EUR/USD Under Pressure Despite Weaker US Dollar

The EUR/USD pair dipped to 1.1738 on Friday as the US dollar staged a modest recovery, though it remains on track for a weekly decline. Investors continue to weigh developments in trade negotiations while awaiting next week’s Federal Reserve meeting.
RoboForex | Před 19 h 46 min
Dollar on the defensive, seeks support 

Dollar on the defensive, seeks support 

ECB pauses, raises the bar for September rate cut; Trump’s Fed visit proves uneventful, despite rate cut demand; Dollar losses mount this week, even the yen outperforms the greenback; Cryptos are on the back foot today; altcoins maintain sizeable gains;
XM Group | Před 20 h 10 min
USD Gains Ground as Gold Slips, AUD Drops | 25th July 2025

USD Gains Ground as Gold Slips, AUD Drops | 25th July 2025

The US Dollar climbed on Friday, pressuring gold lower and dragging AUD down, while NZD held above 0.6000 amid trade optimism. EUR/JPY extended gains after soft Tokyo CPI data. Markets now eye US data and central bank cues for direction, with volatility likely to persist into the weekend.
Moneta Markets | Před 21 h 45 min
ATFX ​Market Outlook 25th July 2025

ATFX ​Market Outlook 25th July 2025

US initial jobless claims dropped to a three-month low last week, while June’s new home sales showed a slight rise. The S&P 500 and Nasdaq closed at record highs on Thursday, boosted by strong earnings from Google’s parent, Alphabet, which sparked optimism in other major AI-related stocks. Conversely, Tesla shares fell after the company reported disappointing earnings.
ATFX | Před 1 dnem