Financial and crypto markets are experiencing a sense of déjà vu, while analysts compare the current macroeconomic perspective to past cycles, particularly Trump’s commercial wars.

While traders and investors eagerly await a recovery of the crypto market, all attention remains focused on the US dollar index (DXY) and M2 currency offer, especially in search of possible clues.

Bitcoin, Altcoins and Tariffs: Is it a 2017 -style rally ahead?

A recent zerohedge graph highlights how the US dollar index (DXY) in 2025 closely mirrors its 2016 movements. This reinforces the idea that market trends echo past standards.

This parallel attracted significant attention from investors, especially in the crypto industry. Analysts assess whether Bitcoin (BTC) and Altcoins will follow a similar trajectory to the 2017 rise cycle.

The financial market comment, The Kobeissi Letter, participated in this discussion, emphasizing the similarities between Trump 1.0 and 2.0’s tariff war.

The comment recognizes that today’s macroeconomic conditions differ from those of the previous Trump administration. However, it also notes that various technical movements in asset classes, including actions, gold, oil and bitcoin, have been surprisingly similar.

Ouro vs Bitcoin

So far, this year, gold prices have risen more than 10%, reflecting a change towards safer assets. Meanwhile, Bitcoin fell almost 10%. This divergence highlights the importance of risk appetite in the formation of market sentiment.

The recent Bitcoin price action validates these observations further. On March 4, Bitcoin experienced an abrupt drop of $ 2,000 in just 25 minutes, approaching the resistance level of $ 90,000. Market participants noted that cryptocurrency ratings often change by over $ 100 billion, even without material news.

This suggests that liquidity -driven movements and technical resistance levels play a dominant role in price fluctuations. In this sense, The Kobeissi Letter noted that long -term investors who took advantage of volatility during Trump 1.0 trade war found excellent bargaining opportunities. This suggests that similar conditions may arise again.

Meanwhile, a growing narrative in the crypto space is that “Altcoins season” could align with Trump’s “season.” The Bitcoindata Cryptian investor and analyst21 highlighted how Bitcoin’s price action by 2025 resembles the 2017 cycle. This observation reinforces the belief that a large Altcoins rally may be on the horizon.

Historical trends suggest that a strengthening Bitcoin market often precedes explosive growth in altcoins as capital rotates. This raises the possibility that a next high cycle can mirror the boom of the Altcoins seen during Trump’s first term.

Elsewhere, broader economic trends also point to a high potential for Bitcoin. As reported by the beinchrypto, the dxy recently fell below a key -standing level, which has historically been a high signal for Bitcoin. A weakened dollar tends to push investors toward alternative assets such as cryptocurrencies and gold.

Experts predict high for bitcoin

In addition, analysts highlighted the expansion of M2 currency supply as another factor that could boost a Bitcoin rally. Historically, M2 expansions coincided with large Bitcoin rise races, with experts providing for an increase in late March as liquidity conditions improve.

For now, uncertainty remains high due to macroeconomic factors and changes in politics. However, history suggests that investors stand strategically during volatile periods and often reap significant rewards.

If the 2017-2020 standard is repeated, Bitcoin and Altcoins can enter a new rise cycle in the coming months. However, traders should remain vigilant, as short -term volatility remains a key feature of the current market environment.