Bitcoin reserves have dropped to the lowest levels in history, suggesting a possible supply shock.
A recent market development in the BTC exchange supply has caught the market’s attention. Since the start of the year, Bitcoin supply on the exchanges has been on a steady decline, with the reserves hitting their lowest levels in history.
Decreased BTC reserves could signal a supply shock in the next few weeks as institutional and government interest rises.
Source: X
What does this mean for BTC?
As of 2025, there has been large institutional Bitcoin buys as corporations such as Strategy leading the way. With potential accumulation by governments for treasury reserves, BTC exchange supply could decline further.
The market could face a supply shock that would see Bitcoin surge massively in the next few weeks driven by increased demand, increased disposable capital and whale accumulation after the trade tarrif war.
Bitcoin hits $87k, signalling strength and bullish momentum while the U.S dollar struggles to maintain value in the market.
Bitcoin has surged 3.5% to hit $87.4k, with a 90% increase in trading volume in the past 24 hours, at press time, per CoinMarketCap data. The market is witnessing a major shift in global trade currencies, traditionally dominated by the U.S. dollar. Fears of inflationary policies and economic uncertainties following the recent trade tariffs are rising.
Looking at the charts, the market could be losing faith in the U.S. dollar as digital assets gain stability, growth, and market maturity. A side-to-side comparison of the U.S dollar Index and BTC /USD shows that Bitcoin is performing better in the market amid a collapsing U.S dollar.
Source: X
So, why is the US dollar collapsing?
A sharp drop in the U.S. dollar suggests growing concerns regarding inflation, global economic uncertainity, and interest rates. The concept of Bitcoin becoming the “digital gold” and a hedge against such chaos is solidifying. With Bitcoin joining traditional balance sheets, the market is closely watching this shift in market sentiment.
On April 18th, the Official Trump memecoin, TRUMP, jumped nearly 17% following a major token unlock worth $300 million. The unlock added about 40 million tokens, a 20% increase to the circulating supply. TRUMP’s price uptrend has gone against the market expectation of a sharp dip.
Traders expected a price drop after the unlock event. However, the token rose to an intraday high of $8.50 and maintained over 10% gains as of this writing.
Daily releases of about 500,000 TRUMP tokens will continue until mid-July. On July 18, the market will see a larger unlock of 45 million tokens. The ongoing release schedule raises concerns about inflation that could impact prices in the long run.
Despite concerns of increased volatility, technical analysts say a breakout is possible if TRUMP holds past the $8.60 resistance. The memecoin is trading in a narrow range between $8.36 and $8.51. The market could see price fluctuations in the short term following the unlock event.
Fear and greed index data reveal that investors are panicking more in the stock market than in crypto. Are investor perceptions of risk shifting?
Latest data by Alphractal has unveiled a surprising twist in the global assets market. A look into the fear and greed index in both the stock market and the crypto market suggests more anxiety in the stock market than in crypto.
While cryptocurrencies have always witnessed more volatility than stocks over the years, this data has raised eyebrows regarding market sentiment. Traditionally, Crypto is viewed as a riskier market in comparison to stocks. However, the crypto market has proved to be borderless and decentralized enough to survive diverse market storms.
Recent trade war, inflation, and geopolitical tensions have escalated volatility in the stock market, causing widespread fear and anxiety. The stock market index hit 20.94 (Extreme Fear) while the crypto market hit 32 (Fear) in market sentiment.
Source: X
This new trend signals rising confidence in crypto market maturity and stabilization, considering its borderless nature. Increased credibility means more adoption and future growth for the market.
Charles Schwab’s CEO, Rick Wurster, has revealed plans to offer spot Bitcoin trading by 2026 due to rising market interest in its crypto content.
Charles Schwab Corporation, the $10 trillion financial services giant providing banking, brokerage, and financial advisory is about to dive into the crypto world. With approximately $10 trillion of client assets under management, its entry into the crypto market signals substantial liquidity inflow.
According to its CEO, Rick Wurster, the company has seen a 400% increase in visits to its crypto content, hinting at growing crypto interest amongst clients. Despite offering some crypto-related products, the Company is eyeing spot Bitcoin trading, aiming to blend traditional finance with digital assets.
Rick Wurster at CNBC Exclusive Live Interview. Source: CNBC
As many traditional corporations consider Bitcoin as a new and unique asset class, the entry of this financial giant suggests a growing trust in digital assets. Additionally, this could mean a more stable crypto market with less volatility in the future.
Trump tariffs 2025 have triggered widespread concerns across global financial markets, including the volatile world of cryptocurrency. On April 2, President Trump introduced a new 10% tariff on all imported goods—part of a broader trade strategy primarily targeting the European Union. These tariffs quickly rippled through the global economy and had a particularly harsh impact on digital assets.
Global Market Reacts to Trump Tariffs 2025
Stock markets saw immediate declines. Following the tariff announcement:
S&P 500 dropped by 10.7%
Dow Jones fell 10.2%
Nasdaq plummeted 11.4%
The global reaction was swift, underscoring the uncertainty surrounding Trump’s trade policies in 2025.
How Trump’s Tariffs Are Affecting Crypto Markets
The crypto market felt the shockwaves almost instantly. As Trump’s tariffs hit key trade partners like Mexico, Canada, and China, digital assets experienced a sharp downturn. Over $2 billion was wiped out as major cryptocurrencies such as Bitcoin, XRP, Dogecoin, and Solana dropped dramatically.
Although President Trump later announced a 90-day pause on the tariffs, which allowed for a brief recovery, continued tensions—particularly with China—have left the crypto market vulnerable. Investors are increasingly watching how Trump tariffs 2025 shape the short- and long-term trajectory of digital assets.
US-China Trade War Heats Up in 2025
The situation escalated when President Trump declared a 245% tariff on Chinese imports, escalating what many now call Trade War 2.0. This aggressive move was in response to what the administration labeled as China’s “retaliatory actions” and lack of cooperation.
According to a White House document released on April 15, these tariffs are meant to pressure China into compliance. However, Beijing has responded by reaffirming its long-term trade goals and promising not to back down under U.S. pressure.
Trump’s Economic Strategy and Its Crypto Implications
In a bold move, Trump signed an executive order establishing a strategic cryptocurrency reserve, which includes major altcoins like XRP, SOL, and ADA. This initiative suggests a more crypto-forward stance in U.S. economic planning.
Meanwhile, weakening job growth in the U.S. may push the Federal Reserve to alter its policies. This could further strengthen the case for integrating crypto into broader economic frameworks—particularly as a hedge against global instability.
Final Thoughts: Crypto’s Role in a Turbulent Global Economy
How Trump’s tariffs are affecting crypto markets is a question that goes beyond price fluctuations. His trade policies, including the Trump tariffs of 2025, are reshaping the global financial landscape.
While markets may experience short-term volatility, the increasing intersection of geopolitical policy and cryptocurrency signals a future where digital assets play a significant role in national economies.
As global trade wars intensify, crypto isn’t just watching from the sidelines—it’s becoming part of the main event.
U.S states are shifting their approach to financial wealth preservation, slowly incorporating Bitcoin in addition to gold reserves. With individual state legislation proceedings ongoing, how is the race?
Bitcoin has fought many battles since the birth of cryptocurrencies as the next stage of financial market evolution. During its early days, a negative public sentiment referred to Bitcoin as the currency of scammers and illegal activities. In a surprising turn of events, Bitcoin’s resilience has seen it become a “digital gold” that institutions and governments rush to hold as a strategic asset of wealth presevation.
In the U.S, Arizona state leads the pack, hitting its final stages of bills meant to establish the Strategic Bitcoin Reserve (SBR). Similarly, other states, including Texas, Florida, and New Hampshire, have their bills crossing committee stages, per Bitcoin Laws data.
Source: Bitcoin Laws
With inflation becoming a huge economic concern, digital assets like Bitcoin with no centralized control could be the only hedge against economic uncertainties. As a result, we could see more governments globally joining the rush for a piece of this “digital gold”.
For the first time, stablecoins have outpaced Visa in annual payment volume, with the Ethereum network handling 95% of all transactions.
A development in the global payment infrastructure has hinted at a potential shift from traditional payment systems toward crypto-based payment solutions. An annual report tracking the past 6 years of Visa and stablecoin payments has revealed exponential growth in stablecoin usage in the past 12 months.
According to data shared by Ethprofit on X(formerly Twitter), trust in stablecoins like USDT and USDC has heightened. The growth in stablecoin usage was more than 50% in 2024, with the Ethereum network backing 95% of the transactions executed.
Source: X
As of 2025, the crypto market is witnessing a huge fusion with traditional finance systems as Bitcoin and Ethereum lead the adoption process. This comes as a challenge to the old financial market giants. The question is, will they adopt crypto as the next phase in payments and value transfer soon enough?
Japanese fashion retailer Anap has added Bitcoin to its treasury, joining the list of companies accumulating Bitcoin for reserve assets. Is this fear of missing out(FOMO) on Digital Gold?
A rising global “Bitcoin treasury movement” has hit the digital asset market as traditional finance(TradFi) flows into Bitcoin, the “digital gold”, per crypto enthusiasts. A new report by The Bitcoin Historian has revealed this global trend.
According to the post on X (formerly Twitter):
¥ 10 BILLION PUBLIC JAPANESE FASHION RETAILER ANAP JUST BOUGHT #BITCOIN FOR ITS TREASURY “THE GLOBAL TREND OF BTC BECOMING A RESERVE ASSET IS IRREVERSIBLE.”
Anap Holdings has acquired 10 billion Japanese yen (approximately $ 67 million) worth of Bitcoin in a move to diversify its investment assets.
As of 2025, other major non-mining companies holding BTC include Strategy, Tesla, Block Inc., Galaxy Digital Holdings, and Bitcoin Group SE, among others. Bitcoin is joining the TradFi balance sheet at a faster rate, signalling growing adoption globally.
Solana has reclaimed its $69B market cap, fuelled by heightened institutional interest and high DEX volume.
Solana ecosystem has caught the market’s attention following its 7-day market performance. In the past 24 hours, Solana recorded a 36.96% increase in trading volume with a 5.51% price surge at press time, per CoinMarketCap.
Solana has topped the list and surpassed Ethereum in Decentralized Exchange(DEX) trading volume in the past 7 days, while its market cap reclaimed the $ 69 billion mark. Additionally, the real estate fintech firm Janover has bought 80,567 $SOL, worth approximately $10.5 million for its treasury.
With rising institutional interest, Solana is geared up for a bullish rally in the coming days. In fact, according to Ali Martinez’s post on X (formerly Twitter), 71.87% of traders in Binance with open positions are betting on upward price movement.
Source: X
As institutional interest rises and heightened memecoin frenzy, Solana’s uptrend chances are high. One should keep an eye on the ecosystem’s developments, SOL open interest, and trading volume in the next few days for further insights.
