Bitcoin Ticks Higher as Markets Weigh Trump Address, Broader Risk Sentiment
Decrypt
by Akash GirimathFebruary 25, 2026
AI-Generated Deep Dive Summary
Bitcoin saw a modest rise as markets reflected broader risk-on sentiment ahead of key events like Nvidia’s earnings and President Trump’s State of the Union address. The rally was driven by relief following last week's tariff-related volatility, rather than direct impacts from Trump’s speech. While Bitcoin briefly climbed to $66,000 before the address, it later dipped slightly to around $65,500.
The increase in Bitcoin prices coincided with gains in Asian equities, as investors positioned themselves ahead of Nvidia's highly anticipated quarterly earnings. Market participants noted that the move was not directly tied to Trump’s economic messaging but rather a combination of optimism and a rebound from recent market turbulence. Trump emphasized falling inflation, increased tariff revenue, and stock market performance during his address, though these factors were seen as less impactful than broader market dynamics.
Derek Lim, head of research at Caladan, highlighted that the rally was more influenced by risk-on positioning ahead of Nvidia's earnings and a recovery from prior week’s market chaos. He also pointed out that the 53 record highs cited by Trump obscured earlier market instability, including a significant drop in the Dow following his tariff policies. Despite legal challenges to his tariff authority, Trump reaffirmed his commitment to these measures, framing them as essential for economic strength and national security.
The broader context of Bitcoin’s correlation with traditional risk assets remains a key focus for investors. The cryptocurrency's recent movement underscores how external factors like global market sentiment and macroeconomic developments can impact its price dynamics. As markets await critical events such as Nvidia’s earnings and the ongoing political narrative around Trump’s economic agenda, Bitcoin continues to reflect these interconnected trends.
For crypto enthusiasts and investors, understanding how broader market sentiment and external events influence digital assets is crucial. The interplay between traditional financial markets and cryptocurrencies highlights the importance of staying attuned to global economic developments and corporate earnings, which can significantly impact the crypto landscape.
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Originally published on Decrypt on 2/25/2026