BIT: Bitcoin Faces Short-Term Pressure Amid Rising Inflation

Odaily reports that BIT's latest weekly report indicates that if Bitcoin could keep pace with the Nasdaq index's rally, its price would theoretically be close to $140,000. However, since October 2025, the divergence in performance between Bitcoin and the Nasdaq has become increasingly pronounced.

BIT points out that the latest US CPI data has rebounded to 3.0%, 100 basis points above the Federal Reserve's target, leading the market to pull back some of its pricing for interest rate cuts in 2026. The report believes that the previous bullish logic for Bitcoin was heavily reliant on expectations of Fed easing. As expectations for rate cuts diminish, Bitcoin's performance is facing short-term pressure.

The report also notes that the stock market is benefiting from nominal income growth and a reduction in the real debt burden driven by rising inflation, thus charting a different course from Bitcoin. BIT suggests that the current market focus is on whether the repricing of inflation expectations will weaken Bitcoin's fundamentals and how investors will subsequently adjust their positions.