Bitcoin (BTC) Price Surges Above $100,000 as Investor Confidence Grows

Bitcoin's recent surge has kept its price firmly above the $100,000 price level, reflecting ongoing investor confidence.

Bitcoin's recent surge has kept its price firmly above the $100,000 price level, reflecting ongoing investor confidence despite broader economic uncertainty and renewed geopolitical activity.

At the time of writing, BTC is trading at $103,527, posting a 4.3% in the past 24 hours and climbing 33% over the last month. While still approximately 5% below its all-time high recorded in January, the market has displayed consistent upward momentum, with technical and on-chain signals indicating continued accumulation and interest.

This latest rally has also been accompanied by a shift in investor sentiment, which appears to be tipping toward risk-on as headlines around trade agreements and fiscal maneuvering spur a surge in buying activity.

According to CryptoQuant analyst Darkfost, current market patterns mirror a period last seen almost 5 years ago, marked by high volatility and conflicting economic narratives.

"Central banks, like the Fed, are still trying to be cautious, but investors' sentiment is shifting toward risk-on, especially with Trump starting to pursue trade deals again and the U.S. planning to maneuver on global policy more aggressively," the analyst stated.

This sentiment-driven environment makes it challenging to rely solely on traditional metrics for forecasting price trends, as indicated by the Bitcoin Growth Rate indicator returning to bullish territory alongside BTC reclaiming the $100,000 level.

"We can notably explain this by all the headline-driven effects, like the one we saw today ('You should buy stocks now'), but also by the fact that Trump is starting to pursue trade deals with various countries, like the agreements made today with the U.K.," Darkfost added.

These signals may be pushing investors into crypto assets as part of broader diversification strategies. Despite the Federal Reserve's warning for continued caution, the market seems to be faced with a fear of missing out, creating further upside volatility.

Retail Lags As Bitcoin Whales Continue to Accumulate

In a related analysis, another CryptoQuant analyst caueconomy revealed that large-scale Bitcoin holders have remained active throughout the recent price recovery. Over the last month, wallets classified as "whales" have added roughly 41,300 BTC to their balances.

This steady accumulation, especially from institutional investors and corporations, indicates that strategic positioning continues despite mixed macroeconomic signals.

According to caueconomy, this isn't being driven by retail speculation but by institutional entities using corporate resources such as retained earnings and debt issuance.

This form of capital inflow, often described as "passive" accumulation, can generate sustained demand pressure independent of market cycles. As a result, Bitcoin's recent gains may be supported by a structurally different class of buyers than in previous bull markets.