Bitcoin (BTC) continues in consolidation mode, with the market attentive to the cautious message from the Federal Reserve and a possible technical breakout that could define the next major movement.

The Fed cools the appetite for risk

The Federal Reserve cut rates by 25 bp (3.50%–3.75%), as expected, but made it clear that future cuts will be limited.

This reduced market expectations and pressured risk assets, including cryptocurrencies.

➡️ Result: BTC remains sideways around $92,000, with no clear direction for now.

Geopolitical tension = less risk

The frictions between Russia and Ukraine, combined with recent statements from the U.S., have reinforced a global cautionary environment.

This context continues to limit Bitcoin's bullish momentum in the short term.

Institutions: positive signals, but still timid

Spot BTC ETFs recorded inflows of $237M this week, reversing previous outflows.

Strategy (MSTR) bought 10,624 additional BTC, raising its reserve to 660,624 BTC.

✔️ Institutional demand exists, but it is still not strong enough to drive a sustained rally.

On-chain data: selling pressure decreasing

Less BTC entering exchanges

Less activity from large players

Average deposits falling

👉 If this trend continues, a relief rally towards $99,000 remains possible.

Key technical levels

Supports

$90,000 (psychological)

$85,800 (100-week EMA)

$85,569 (Fibo 78.6%)

Resistances

$94,253 (Fibo 61.8%)

$99,000 (50-week EMA)

$102,000

$112,000

🔑 Key:

A clear breakout of the descending trendline + close above $94,253 could pave the way towards $100K+.

Cycle outlook

Recent research suggests that BTC remains in a modified post-ETF cycle, with mini-cycles of retracement at cost base (~$84,000) and rebounds of ~70%.

📌 Under this model, medium-term targets are located between $138,000 and $148,000, if the pattern repeats.

Conclusion

Bitcoin is accumulating energy between restrictive macroeconomics and positive structural signals.

The market expects a clear catalyst.

➡️ Patience before the breakout.

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