Trump’s remarks trigger market volatility, crypto concept stocks and BTC surge accordingly

After the U.S. stock market closed this morning, cryptocurrency-related stocks collectively strengthened. Circle (CRCL) rose 6.24%, and Bitmine climbed 8.29%. However, Strategy (MSTR) remained nearly flat due to news of another "asset sale."

Meanwhile, Bitcoin itself also performed strongly — surging from around $62,000 and briefly approaching the $65,000 mark.

The person behind this widespread rally in crypto-related concepts is once again the U.S. President who frequently influences markets with his remarks: Donald Trump.

1. A Single Sentence Triggers a Broad Rally

The origin of the matter is simple.

With the recent official launch of the "Trump Accounts," market sentiment regarding a prolonged bull run in U.S. stocks has heated up again. When a reporter asked whether "Trump Accounts might include Bitcoin in the future," Trump's response was:

"It could happen."

That one vague statement, without any specific policy commitments, was enough to send the Bitcoin market and U.S. crypto-related stocks soaring instantly. This reflects the direct influence of Trump's public remarks on market sentiment — no concrete policy implementation is needed; just a single statement triggers a market repricing. BTC rapidly rose from around $62,000 to near $65,000, with crypto-related stocks rallying in tandem. The market is extremely sensitive to any signal related to "official recognition of cryptocurrencies," and Trump is the one who knows best how to press that button.

But while the rally is certainly exciting, the more critical question is: How long can a rally driven by mere rhetoric last?

2. On-Chain Data Shows: The Money Hasn't Arrived Yet

Although the rally is heartening, we should also observe whether there is genuine capital inflow. The reality is: the President's statement has not yet translated into real money.

According to Glassnode's on-chain data, Bitcoin's capital flows over the past 30 days remain in a net outflow state. While market sentiment has warmed due to Trump's remarks, capital has not yet entered on a large scale. The price increase is primarily driven by the reallocation of existing funds within the market and short covering, rather than new long-term capital building positions at lower levels.

This is an important distinction. Rallies driven by capital inflows tend to be more sustainable and healthier; those driven by sentiment and presidential remarks often come and go quickly. The current situation appears closer to the latter.

3. The Four-Year Cycle Law: How Far Off Is the Bear Market Bottom?

Beyond the lack of on-chain capital, another metric warranting caution is the MVRV ratio.

MVRV (Market Value to Realized Value) is one of the most commonly used cycle assessment tools in the crypto space. Simply put, it measures the multiple of Bitcoin's current market price relative to its "realized value" (the average price of all Bitcoins at their last movement). When MVRV drops below 1, it means the overall market price of Bitcoin has fallen below its average cost basis — entering the zone of "trading below fair value." Historically, during every major bear market bottom, MVRV has fallen below 1.

Just last Tuesday, Bitcoin's MVRV briefly dropped to its lowest point this year, near 1.1. This indicates that the market is very close to the cycle bottom range but has not yet truly "broken below 1." With the price rebound in recent days, MVRV has climbed back to around 1.2.

From a cyclical perspective, it remains uncertain whether the current price rebound is a technical recovery during bear market bottom formation or the beginning of a trend reversal. If MVRV subsequently declines again and breaks below 1, historical patterns suggest this typically corresponds to a clearer cycle bottom signal; however, as of now, this signal has not yet emerged.

4. Institutionalized Rhetoric: In the Short Term, It Looks More Like a Warning

Finally, let's address a deeper issue — Trump's "rhetoric-driven market pump" is evolving from a personal behavior into an institutionalized market force.

The launch of the "Trump Accounts" marks the first time the White House has established a direct connection with a public policy tool explicitly tied to U.S. stock prices. This account binds the U.S. government, newborn welfare benefits, the S&P 500 index, and the entire U.S. stock market together in one boat. Now, Trump has added a hint of cryptocurrency to this foundation.

What does this mean? It means that high-level statements are becoming increasingly normalized in their influence over market pricing. A single sentence from the President can directly affect the pricing of U.S. stocks and cryptocurrencies, and he happens to be someone who understands this well and enjoys doing it immensely.

For retail investors, this is not necessarily a signal to "buy stocks or crypto following the President and make money." On the contrary, it looks more like a signal warranting high vigilance: in a mechanism where others are responsible for pumping the market, and you are responsible for buying in at the top, you need to figure out whether you are a shareholder or just the fuel providing liquidity for others.

Short-term rhetoric can create brief euphoria but cannot replace fundamental repair and genuine capital inflows. When the hype fades, those who chased the highs often find themselves paying for others' profits.

5. Final Thoughts

Trump's vague remark "It could happen" pushed BTC close to $65,000 overnight. Such market action is thrilling but also dangerous.

Considering on-chain data, cycle indicators, and the institutionalization of rhetoric's influence on markets, the current market remains uncertain.

For investors looking to trade Bitcoin and crypto-related stocks, the BIT platform offers real trading channels covering cryptocurrencies like BTC, as well as crypto concept stocks such as CRCL and MSTR. You can deposit funds via USDT 24/7 for near-instant settlement, allowing you to act promptly during market volatility. However, whatever tool you use to trade, remember one principle: in a market where others pump, don't easily turn yourself into someone else's liquidity.

Disclaimer

This article is contributed by a special author. The market observations, data analysis, and judgments contained herein represent the author's personal views and do not constitute the official stance or research opinions of the BIT platform, nor do they serve as any investment advice or solicitation. BIT makes no express or implied guarantees regarding the accuracy, completeness, or timeliness of this article's content. The prices and data mentioned herein are as of the time of publication and may become outdated due to market changes. Cryptocurrencies and related securities are highly volatile assets. Investment involves the risk of loss of principal. Past performance is not indicative of future results. Investors should independently decide whether to participate in trading and should consult independent professional advisors when necessary.