Lyn Alden, a leading macroeconomist, thinks that had there not been recent tariff policies, Bitcoin prices could have had higher price targets from 2025. Bitcoin is growing by around $85,000 despite the February tariff introductions. This was shared during an appearance on Natalie Brunell’s Coin Stories podcast, where the cryptocurrency expert offered these insights.

Key-Takeaways:

• Lyn Alden, a macroeconomist, thinks that the introduction of tariffs in February has produced a possible slowdown in Bitcoin’s price growth in 2025.
• Even in today’s situation, Alden forecasts Bitcoin has a high probability of reaching $100,000 or higher by the end of 2025.
• Bitcoin prices could reach more ambitious price targets if it is triggered by a major liquidity boost, possibly to meet the need for such liquidity needed in the wake of a bond market crisis in the U.S.
• Some analysts predict a possible consolidation period accompanied by bullish forecasts of Bitcoin prices to $200,000 before late 2025.

Tariffs Dampening Bitcoin’s Potential

Visibly, the ‘tariff kerfuffling’ of the Trump administration caused troubles for cryptocurrency markets, reports Alden. However, she remains positive about Bitcoin’s prospects, no matter what. However, Alden still anticipates Bitcoin to end 2025 above its current price level. Her analysis suggests that ‘there’s a good chance’ that Bitcoin prices will surpass the $100,000 threshold before the end of the year.

Alden has had to dial back her bullish forecasts as a result of the economic policies that were enacted earlier this year. The tariffs that were introduced in February in turn created market uncertainty across all assets, including the cryptocurrency market. That uncertainty has led to less bullish price projections for Bitcoin.

Liquidity Factors Could Drive Higher Prices

Alden states a major liquidity shot could bring Bitcoin closer to more daring targets. A scenario like this would come to pass if the U.S. bond market were to hit a crisis. Quantitative easing or yield curve control measures might then be taken by the Federal Reserve. These steps may have helped in creating conducive conditions for Bitcoin to grow.

Although macroeconomics are not exactly positive at this moment, Bitcoin still has high potential for large price gains. In his research, Bitcoin had been described as a ‘Global Liquidity Barometer’ for Alden, and her findings show that Bitcoin is able to track M2 global money supply 83% of the time.

Advantage and challenge exist in Bitcoin’s 24/7 trading capability in volatile markets. Unlike traditional markets that have only limited tradeable hours, there are no such limits to Bitcoin’s tradeable hours. This continuous trading, according to Alden, makes Bitcoin particularly sensitive to market worries.

“A lot of these investors can trade 24 hours a day, so if people are worried about the Monday openings, there are some that will sell Bitcoin on Sunday and prepare,” Alden said. One characteristic that puts Bitcoin as a first responder to market uncertainties. Bitcoin is being used by investors to manage the risk before traditional market opening by using its round-the-clock availability.

Potential Divergence from Tech Stocks

Alden believes Bitcoin can and will diverge from the tech-heavy indices like the Nasdaq 100, as Bitcoin often parallels them. More often than not, this comes about when broader market conditions begin applying downward pressure on U.S. equities, but global liquidity remains unchanged. The parallels to the 2003 to 2007 period when a weak U.S. dollar cycle was a benefit to alternative assets were taken by Alden.

At that time, it was capital flowing into commodities, emerging markets, and gold instead of U.S. stocks. The same could be favorable for Bitcoin in a similar environment. She added if we have a situation of a five-year period like that again, Bitcoin could do well even if US stocks underperform.

Other market experts give different views about Bitcoin’s future as soon as possible. As Markus Thielen from 10x Research suggested, Bitcoin might take an extended period in consolidation. He scouts around the edge of technical indicators indicating characteristics more in line with a late cycle top as opposed to a new bull run.

Conclusion: Bitcoin Prices

Still though, a number of influential analysts still have positive predictions. According to Timothy Peterson and Jamie Coutts, Bitcoin prices will reach a new all-time high by the second quarter. Recently, Bitwise Chief Investment Officer Matt Hougan reaffirmed again his prediction that Bitcoin could reach $200,000 by the end of 2025. It turns out Hougan believes that some of Trump’s trade policies could actually help Bitcoin in the end.