The Federal Reserve lowered interest rates but offered mixed forward guidance, dampening expectations of a strong Bitcoin rally until further rate cuts materialize.

Gold topped $4,700 an ounce for the first time as Trump's tariff threat stoked trade-war fears and investors watched a Supreme Court case tied to the Fed's independence.

BlackRock APAC iShares head Nicholas Peach said a 1% crypto allocation across Asian model portfolios could translate into nearly $2 trillion of inflows as ETF adoption spreads in the region.

Anthony Pompliano said easing inflation is testing Bitcoin holders’ conviction even as he expects dollar devaluation to ultimately benefit Bitcoin.

Wells Fargo strategist Ohsung Kwon said larger 2026 US tax refunds could revive retail risk-taking and send up to $150 billion into Bitcoin and momentum stocks by late March, while Nansen data showed smart money net short BTC even as whales accumulated.

K33 Head of Research Vetle Lunde said bitcoin’s current derivatives, ETF, and macro regime looks similar to late 2022, implying a potential bottoming process but likely prolonged consolidation.

Goldman Sachs CEO David Solomon said he owns a small amount of bitcoin, marking the first time he has publicly disclosed holding the asset.

Bitcoin developer Matt Corallo said quantum computing fears are not driving bitcoin’s 46% pullback from its October peak, arguing markets are instead rotating capital toward other sectors like AI.

Bitcoin climbed back above $72,000 ahead of the US PCE inflation print, with analysts citing resilience during Middle East tensions and outperformance versus major macro assets since last month’s strikes on Iran.

Bernstein analysts said bitcoin’s rebound during Middle East tensions reflects a more resilient long-term holder base, supported by U.S. spot ETF inflows and ongoing corporate treasury accumulation.

BlackRock's head of digital assets Robbie Mitchnick says institutional clients are narrowing focus to bitcoin and ether while viewing AI as the more powerful long-term force shaping crypto's role.