Bitcoin climbed again above $93,000 on Monday after the most recent US inflation knowledge confirmed value pressures stay beneath management. The transfer suggests danger urge for food is returning after weeks of ETF-driven promoting.
The Client Value Index confirmed inflation rising at a gradual however reasonable tempo. Costs are now not surging, and they don’t seem to be collapsing both. That stability reduces the danger of latest rate of interest hikes and helps property that profit from steady liquidity, together with Bitcoin.
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US CPI Knowledge Calms Markets and Helps Danger Property
The CPI report confirmed inflation working close to 2.7% yr over yr. Which means costs are nonetheless rising, however rather more slowly than throughout the inflation shock of 2022 and 2023.
The US Inflation Price (CPI) ended 2025 at 2.7%, the 58th consecutive month above the Fed’s 2% goal stage. The final time inflation was this excessive for this lengthy? 1997, when the Fed Funds Price was over 5%. The Fed must be climbing rates of interest, not reducing. pic.twitter.com/7VsmAOG7ag
— Charlie Bilello (@charliebilello) January 13, 2026
For households, this implies residing prices stay excessive however are now not rising quickly.
For markets, it indicators that the Federal Reserve can afford to maintain charges regular quite than tighten additional.
This surroundings tends to assist danger property. When inflation is neither accelerating nor collapsing, traders really feel extra comfy holding property like shares and crypto.
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Bitcoin reacted rapidly. After buying and selling close to $90,000 earlier within the day, the worth pushed larger as CPI eliminated fears of renewed financial tightening.
Bitcoin Value Surges Above $93,000 After US CPI Knowledge. Supply: CoinGecko
Bitcoin’s Rebound Displays Greater than Macro Reduction
The CPI increase didn’t occur in isolation. It got here as Bitcoin was already stabilizing after a pointy ETF-driven reset.
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Earlier in January, greater than $6 billion exited US spot Bitcoin ETFs. That promoting got here from traders who purchased close to October’s peak and have been compelled out when value fell.
Nonetheless, these outflows have slowed. Bitcoin is now buying and selling near the ETF common value foundation close to $86,000. That stage typically acts as assist as soon as weak arms have exited.
US shopping for, measured by the Coinbase Premium Index, stays comfortable. That exhibits establishments stepped again after the ETF flush.
But Bitcoin has held its vary regardless of heavy provide hitting exchanges. This implies world consumers are absorbing what ETFs launch.
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Path Again to $100,000 Quickly?
Bitcoin is now constructing assist between $88,000 and $92,000. The CPI knowledge removes a serious macro danger, whereas on-chain and ETF knowledge present the reset section is already properly superior.
If ETF flows stabilize and US consumers return, Bitcoin might reclaim $95,000 within the close to time period. A transfer again towards $100,000 turns into extra doubtless later within the quarter if demand improves.
For now, at the moment’s CPI report strengthens the case that Bitcoin is in a pause earlier than the following leg larger, not the beginning of a brand new bear market.
