US-China Tariff Optimism Fuels a Bitcoin Price Rally to Cross $90K

The Bitcoin price surged past $93K yesterday afternoon, fueled by optimism surrounding US-China trade relations. Easing macroeconomic tensions and a rising money supply might sustain the Bitcoin price rally as President Trump takes a softer stance against China and the Democratic leadership. 

The Bitcoin price is above $90K for the first time since early March, and the rest of the crypto market has followed suit. Traders spooked by Trump’s attack on the Federal Reserve Chair Jerome Powell have eased as investor demand for risk assets improved. Trump has also said that the US tariffs on China will come down substantially, and this has helped lift market sentiment across the crypto and commodity markets. 

Will the Bitcoin Price Rally Continue?

The Bitcoin price gains aligned with a broader improvement in macro-driven trades. Gold fell $200, which suggests a capital rotation into Bitcoin and other digital assets. Gold rallies have historically signalled upcoming Bitcoin rallies, and a gold reversal might be in sight as Bitcoin continues its bull run. 

The global trade war is far from over, which is why the crypto market may take advantage and race to new all-time highs (ATHs). Other catalysts for the Bitcoin price are the Federal Reserve’s next interest rate decision and fiscal negotiations between the US and China. The macro narrative is in Bitcoin’s favor for now, as BTC is proving to be a key beneficiary of the exodus from the USD risk. 

Bitcoin (BTC) has crossed the $92K resistance level, which has been a critical point in bearish conditions. With key resistance zones safely crossed, many experts are optimistic that a pullback is not imminent unless market sentiment weakens significantly. 

Source: CoinMarketCap

Bitcoin ETFs Clock Highest Inflows

As the Bitcoin price reclaimed $90K, Bitcoin ETFs hit their highest levels since January. Institutional appetite for Bitcoin (BTC) has improved following a slow period in April, and the inflows suggest macro tailwinds are responsible. Monday was the best day for Bitcoin ETFs, which have been bleeding since Trump’s tariff wars. 

As traders are not wary of Crypto assets anymore, the class of 12 BTC ETFS recorded $381 Million in inflows, the biggest single-day gain since January 30. This is after weeks of lukewarm demand and tightening liquidity. As the market sees a sharp reversal from recent pessimism, Bitcoin ETFs have seen more than $5 Billion in cumulative outflows. 

Improvement in Bitcoin ETFs investor sentiment is driven by optimism around monetary policy. Monday’s surge marks a critical shift for Bitcoin ETFs and spot products, which have seen choppy flows for far too long. New narratives will take hold as Bitcoin ETF flows resume, and a strong cyclical advance could be seen in the second half of the year. 

Conclusion

The recent Bitcoin price surge past $93,000 underscores renewed confidence in crypto markets, driven by improving US-China trade relations and shifting investor sentiment. As macroeconomic uncertainty eases and capital flows back into riskier assets, Bitcoin continues to prove its value as a digital alternative to traditional safe havens, such as gold. 

With resistance levels broken and institutional inflows rising sharply, Bitcoin may be setting the stage for a sustained bull run in the months ahead. Bitcoin ETF data further supports this trend, signaling that large investors are once again warming up to crypto exposure. While short-term volatility remains possible, the broader trend appears bullish, especially as regulatory clarity improves and geopolitical tensions ease. If this momentum holds, Bitcoin could soon reach a new all-time high.

About the Author: Sarah Zimmerman is a seasoned crypto and Web3 news writer passionate about uncovering the latest developments in the digital asset space. With years of hands-on experience covering blockchain innovations, cryptocurrency trends, and decentralized technologies, she strives to deliver insightful and balanced news that empowers her readers. Her work is dedicated to demystifying complex topics and keeping you informed about the ever-evolving world of technology.