Jurrien Timmer, Director of Global Macro at Fidelity, questioned whether Bitcoin’s rally toward $95,000 is a genuine recovery or a “countertrend trap.” The executive warned that the asset’s momentum curve is an extreme outlier, suggesting that a Bitcoin rebalancing risk is necessary before establishing a definitive floor. While gold hits new highs as a haven against global monetary expansion, the pioneer crypto shows signs of institutional exhaustion.
The current context is marked by a global money supply of $116.5 trillion, a landscape where gold has successfully fulfilled its protective role. In contrast, Timmer points out that interest in Bitcoin futures has dropped substantially and inflows into ETFs have cooled. This divergence reinforces the thesis that the recent price velocity was unusual, demanding an adjustment in investor portfolios to balance risk against traditional assets.
Traders will be watching whether Bitcoin manages to maintain support at $95,000 or if a deeper correction toward lower levels is confirmed. The next step is to monitor system liquidity and whether institutional capital continues to rotate into gold. The financial community remains attentive to these indicators to determine if the crypto market has truly moved past its corrective phase or if the positioning adjustment is only just beginning.
Source:https://x.com/TimmerFidelity/status/2014775144879948018
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