Markets

BTC Eyes $100K Rebound as Whale Demand Offsets Trade War Volatility

Bitcoin price consolidates firmly above the $82,000 on Saturday, April 5, as investors rotate capital into crypto amid escalating U.S.–China trade tensions.

Why Is Bitcoin Price Rising Amid the U.S.–China Trade War?

Bitcoin price has held firmly above the $80,000 mark, despite US Trade tariffs sparking intense market turbulence across global financial markets over the past week.  BTC’s resilient price action has caught investor’s attention, and could potentially trigger a major rally in the past week.

Bitcoin Price Action vs. S&P 500 (BTCUSD) | April 5 
Bitcoin Price Action vs. S&P 500 (BTCUSD) | April 5

This sharp contrast between plunging equities and stable crypto valuations points to a broader shift in investor sentiment. As capital flees traditional markets, Bitcoin is emerging as a strategic hedge. Three key factors are driving this trend:

  • Bitcoin’s neutrality in sovereign conflict:

Bitcoin operates independently of any single government, making it less vulnerable to geopolitical tensions and tariff policies.

As trade frictions escalate and global blocs prepare countermeasures, Bitcoin’s decentralized feature appeals to investors seeking safety flight-to-safety plays.

  • Insulation from Inflation and US corporate earnings risk

Unlike equity holdings, Bitcoin doesn’t rely on earnings, production pipelines, or executive strategy. Investors are increasingly turning to BTC for its multinational companies face revenue pressure from disrupted global trade routes. More, so BTC has a fixed supply, making it resistance to inflation risks that could arise from the looming supply-chain crisis.

  • Safe-haven demand amid geopolitical uncertainty

With NATO and EU countries escalating involvement in the Russia–Ukraine conflict and fears mounting that U.S. trade measures could trigger cascading retaliations worldwide, risk appetite is shrinking in equities and government bonds.

Should Washington fail to de-escalate trade tensions diplomatically, another leg down in equity markets is likely—particularly US tech stock sectors with revenues streams exposed to global shocks.  In contrast, Bitcoin is positioned to absorb displaced capital, benefiting global accessibility and permisionless features.

Bitcoin Whale Transactions Rise 120% in a Week

As BTC price decouples decouples from the broader market sell-off, large investors and corporate firms took notice.

Confirming this narrative, on-chain data trends shows that while global markets tanked, whale activity on the Bitcoin network has been on the rise.

IntoTheBlock’s Large Transaction Volume chart monitors the total value of transactions that exceed $100,000 in value on any given day.

This provides clear insights into the activity of corporate entities and deep-pocketed whale investors around certain market events.

Bitcoin whale transactions, April 2025 | Source: IntoTheBlockBitcoin whale transactions, April 2025 | Source: IntoTheBlock
Bitcoin whale transactions, April 2025 | Source: IntoTheBlock

As seen in the chart above, all the BTC whale transactions that exceeded $100,000 on March 23, summed up to a total of $26.17 billion.

While investors exited US stocks and other adjacent commodities markets, Bitcoin whale transactions is increased to $47.27 billion at close of April 4, according to the latest data.

Whale transactions increasing while Bitcoin prices hold steady signals that whale investors have been acquiring large amount of BTC, nullifying the bearish pressure from retail weak hands selling under the Trade war panic.

Bitcoin Price Forecast: Bulls Eye $85K Rebound as Whale Demand Offsets Trade War Volatility

Bitcoin price forecast remains cautiously bullish as macroeconomic instability begins to catalyze institutional rotation into digital assets.

Despite Friday’s close at $83,100, a 0.94% daily loss, BTC continues to trade above the critical $83,000 support, resisting broader financial market turmoil driven by trade tensions between the U.S. and China.

Bitcoin price forecast | BTCUSDBitcoin price forecast | BTCUSD
Bitcoin price forecast | BTCUSD

From a technical standpoint, the price action has formed a minor bullish reversal following a two-day rebound, highlighted by the recent 3.36% upswing ($2,727) across April 4 and 5. This recovery aligns with whale activity surging to $47 billion, reinforcing the idea that larger entities are absorbing retail panic.

The Supertrend moving averages—particularly the 5- and 8-day SMAs—are beginning to converge just beneath current price levels, suggesting imminent resistance at $84,532.52, with interim support holding at $83,183.27.

Volume trends remain neutral, but the most notable divergence is seen in the Bull-Bear Power (BBP), which still prints a negative reading of -1,253.58. This suggests weak short-term momentum but does not negate the bullish setup entirely.

If BTC closes above $84,500 with sustained whale support, the door opens to retesting $86,000. A failure here, however, risks a decline toward $82,000.

Frequently Asked Questions (FAQs)

Bitcoin is viewed as a neutral, decentralized asset, making it less susceptible to geopolitical shocks and trade-driven revenue risks.

Whales are acquiring BTC in large volumes, absorbing selling pressure and reinforcing Bitcoin’s price stability amid broader market sell-offs.

Yes. If diplomatic efforts fail, investor capital may further rotate into Bitcoin as it remains detached from traditional trade policy fallout.

✓ Share:

ibrahim

Crypto analyst covering derivatives markets, macro trends, technical analysis, and DeFi. His works feature in-depth market insights, price forecasts, and institutional-grade research on digital assets.

Disclaimer: The presented content may include the personal opinion of the author and is subject to market condition. Do your market research before investing in cryptocurrencies. The author or the publication does not hold any responsibility for your personal financial loss.

Related Articles

Leave a Reply

Your email address will not be published. Required fields are marked *

Back to top button