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Chronicles

The story behind the story

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Bitcoin passed $108K hours ahead of President-elect Donald Trump's inauguration, after topping $100K for the first time in December 2024 before falling to ~$90K

The price of bitcoin surged to over $109,000 early Monday, just hours ahead of President-elect Donald Trump's inauguration …

Associated Press Alan Suderman

Context & Ripple Effects

Bitcoin’s post-election advance had already carried it to a new record after Trump’s election win and then through the first $100,000 milestone in December. The inauguration-week move extends that same political and market narrative.

The path was not linear: by late December, the rally had cooled to roughly $92,000 in a year-end pullback. That makes the renewed high notable as a return of momentum rather than an uninterrupted climb.

First-order effects

  • Bitcoin holders and short-term traders see a fresh record-price reference point, while the immediate focus shifts to whether inauguration-related demand can persist after the event.
  • The move reinforces bitcoin’s near-term sensitivity to expectations surrounding the incoming administration, rather than establishing a policy outcome on its own.

Second-order effects

  • A renewed bitcoin surge can pull attention and liquidity toward the wider crypto market, whose prices had also risen alongside the post-election bitcoin rally.
  • The reversal from the late-December cooling phase raises the premium on event-driven trading and increases the risk of sharp repricing if political expectations change.

Third-order effects

  • If political milestones repeatedly move crypto prices, U.S. policy expectations may become a more durable driver of bitcoin’s valuation alongside market-specific catalysts.
  • That linkage could make the asset class more exposed to shifts in trade, regulatory, and macro policy sentiment; the later tariff-era decline illustrates how quickly that sensitivity can cut in both directions.

The trend: Bitcoin is becoming increasingly traded as a policy-expectations asset, with U.S. political events acting as major catalysts for both rallies and reversals.