Bitcoin's Surge: Will It Hit $70,000 Amid China's Stimulus Wave?
Decrypt•1 week ago•
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Bitcoin's Surge: Will It Hit $70,000 Amid China's Stimulus Wave?

Market Sentiment
bitcoin
cryptocurrency
marketsentiment
chinastimulus
ethereum
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Summary:

  • Bitcoin surged past $65,000, stabilizing at $65,580.

  • Analysts predict a fourth quarter rally with targets of $70,000.

  • Liquidations in the past 24 hours totaled $154 million, indicating bullish sentiment.

  • Rate cuts in the U.S. and China identified as key drivers for the rally.

  • Potential capital inflows from China's $278 billion stimulus could further boost Bitcoin.

Bitcoin Surges Past $65,000

Bitcoin (BTC) has recently surged past $65,000, stabilizing at $65,580 following a 3% rally. Experts attribute this momentum to easing monetary policy, China’s stimulus, and a notable increase in on-chain activity.

Q4 Rally Predictions

Analysts predict a fourth quarter rally is likely, with ambitious targets set for $70,000 in the near term. Ethereum (ETH) also saw gains, trading at $2,665, according to data from CoinGecko.

Liquidation Trends

Recent data from CoinGlass reveals that approximately $154 million worth of positions were liquidated in the past 24 hours, primarily affecting short positions which accounted for $104.2 million of the losses. This trend highlights the market’s bullish sentiment as Bitcoin maintains its position above $65,000.

Key Drivers of the Rally

According to Ian Lee, Head of Operations at Flipster, the rate cuts in both the U.S. and China are significant factors driving this rally. He notes that the upcoming U.S. presidential election on November 5 could also influence market movements. The Federal Reserve’s monetary policy is critical, with markets anticipating a 50:50 chance of either a 50 bps or 25 bps rate cut at the upcoming FOMC meeting.

On-Chain Activity and Capital Inflows

Markus Thielen from 10x Research pointed out the potential impact of China's $278 billion stimulus plan on the cryptocurrency market. Historically, Chinese capital inflows into Bitcoin have led to significant price rallies. Thielen sets an optimistic near-term target of $70,000 for Bitcoin, coinciding with a drop in Bitcoin's 30-day realized volatility to 41%, making it more attractive to institutional traders.

Market Conditions Favoring Bitcoin

Illia Otychenko, Lead Analyst at CEX.IO, emphasized multiple factors contributing to Bitcoin’s surge, including China's liquidity injection, ETF inflows, and positive U.S. GDP data. He identified a crucial price zone to watch, suggesting that a solid break above $65,000 could propel Bitcoin towards the $66,600–$67,300 supply zone.

Conclusion

Vijay Pravin Maharajan, CEO of bitsCrunch, highlighted that the recent 50 bps interest rate cut by the Federal Reserve supports favorable market conditions. He noted that the stablecoin market cap nearing an all-time high indicates strong demand for digital assets, as Bitcoin looks to retest the $70,000 range following a period of consolidation above $65,000.

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