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“Bitcoin Rallies After State of the Union — But Analysts Urge Caution” 🚨🚨🚨

Bitcoin saw a notable rebound following President Trump’s State of the Union address, climbing 5.7% over the past 24 hours and briefly touching $66,900 Wednesday morning. The move offered relief after the cryptocurrency slid toward the $62,000 level earlier in the week.

Despite the bounce, bitcoin remains down nearly 17% for the month, reflecting the broader volatility that has gripped crypto markets in recent weeks.

ETF Inflows Return

There were also signs of renewed institutional interest. Spot bitcoin ETFs recorded $257.7 million in inflows on Monday — the strongest single-day total since early February, according to SoSoValue data. The return of ETF demand suggests some investors are stepping back into the market after the recent pullback.

Stan Low, researcher at Grvt, described the move as bitcoin “finally fighting back” and showing early signs of recovery. However, he cautioned that the rally is not yet confirmation of a deeper structural shift.

“This has been a silver lining,” Low noted, “but it does not call for celebration just yet.”

Macro Risks Still Loom

Analysts emphasize that many of the same pressures that rattled risk assets remain in place.

Ongoing tariff tensions, geopolitical instability, and concerns about large digital asset treasuries potentially liquidating holdings continue to weigh on sentiment. These broader macro factors have been a consistent headwind not only for crypto but for equities and other risk-sensitive markets.

Low flagged key levels to watch:

• Mid-$64,000 range as a potential zone for long liquidations that could push prices lower.

• Mid-$66,000 range as a level where short squeezes could fuel additional upside.

Meanwhile, Pratik Kala of Apollo Crypto pointed out that bitcoin remains below its point of control and under its 200-week exponential moving average — a technical setup that may challenge bullish momentum in the near term.

Relief Rally or Real Reversal?

While the post-speech bounce has lifted sentiment, market experts stress that bitcoin is not yet “in the clear.” The current move may represent a relief rally rather than the start of a sustained uptrend.

For now, traders are watching whether momentum builds above resistance levels — or if lingering macro uncertainty drags the world’s largest cryptocurrency back into consolidation.

The recovery may have started.

But conviction hasn’t fully returned.