The Breakdown Bitcoin Hits New All-Time High as Macro Forces Align
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Jul 11, 2025 Bitcoin has skyrocketed to over $112,000, largely due to macroeconomic trends rather than crypto news. The weakening dollar and shifts in treasury policies are key factors fueling this rally. Increasingly, institutions see Bitcoin as a hedge against financial uncertainty. Meanwhile, turbulent trade relations and new tariffs add to the economic volatility, further positioning Bitcoin as a safe haven. The conversation centers not on if Bitcoin will continue to rise, but rather how high it might go.
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Bitcoin Demand Outpaces Supply
- Bitcoin's rise to new all-time highs is a steady mainstream asset adoption, not a speculative frenzy.
- Demand exceeds supply, ensuring the price must go much higher due to corporate accumulation.
Dollar Weakness Fuels Bitcoin
- The dollar reversed its brief uptrend, continuing its weakness which supports Bitcoin's rally.
- Short positions on the dollar dropped to the lowest since 2021, lessening risk of a dollar squeeze.
Treasury Issuance Supports Markets
- Strong demand for U.S. Treasury auctions contrasts past fears of debt abandonment.
- The Treasury shifts to issuing T-bills to rebuild cash buffers, which may affect market liquidity differently than bonds.