Investors are showing a steady faith in Bitcoin even as money moves elsewhere. According to Coinbase’s Charting Crypto Q1 2026 report, many big players think the current price is a bargain. The mood is cautious, but the view among large institutions leans toward holding for the long run.

Institutional Confidence And Behavior

Reports say about 71% of institutional investors view Bitcoin as undervalued when it sits between $85,000 and $95,000. Independent investors are not far behind, with 60% sharing that view.

A quarter of institutions felt the price was fair, and only a small share thought it was too high. These numbers show a strong tilt toward belief in future gains.

Gold And Silver Are Doing Very Well

Gold has climbed sharply, and silver has more than doubled since last October. That flow into metals has come as investors seek shelter while worries over global tensions rise.

Stocks have not surged as much; the S&P 500 has posted modest gains. The contrast is clear: some money went into traditional hedges instead of crypto.

Geopolitical Friction And Trade Signals

Reports note renewed tariff threats from US President Donald Trump and rising strain between the US and parts of the Middle East.

Such moves have been linked to market nervousness. If energy supply or trade routes are hit, risk assets often wobble. That makes Bitcoin more sensitive than usual to headlines.

Bitcoin Price Action In Context

Bitcoin has been trading in the high $80,000s. It briefly tried to hold above $90K but slipped back, touching nearer $86,000 at times.

Volatility has returned, and liquidations were seen after the big October move. Still, many technical analysts keep longer-term targets on their charts, arguing that the broader trend is not necessarily broken.

Institutional Game Plan

Reports say 80% of those large investors would either keep their stakes or add more if prices fell another 10%. More than 60% have already held or raised their positions since October’s peak.

Over half think the market is in an accumulation phase or still in a bear cycle, which explains why many prefer to buy on weakness rather than sell.

Macro Outlook And Possible Tailwinds

Coinbase expects the Federal Reserve to cut rates twice in 2026, an outlook that could help risk assets if it comes to pass. Consumer inflation has been steady and GDP growth looked strong in the last quarter. These conditions could nudge sentiment back toward risk-taking, though timing is far from sure.

The story is not simply bullish or bearish. On one hand, large investors show clear conviction and are willing to act on dips.

On the other, safe-haven flows and geopolitical shocks keep a lid on rapid re-rating. The near-term path is likely choppy, while the longer view depends on whether macro calm returns and whether demand for crypto picks up again.

Featured image from Unsplash, chart from TradingView

Bitcoin Magazine

Bitcoin Price Briefly Pumps Above $94,000 As Fed Cuts Rates

Bitcoin price surged above $94,000 today following a 25-basis-point rate cut by the Federal Reserve.

The Fed lowered its benchmark interest rate to 3.50%–3.75% to support maximum employment and contain somewhat elevated inflation amid moderate economic growth and slowing job gains.

This is the Fed’s third rate cut this year and the first since October. Most officials backed the move, while three dissented — one favoring a larger cut, two preferring no change.

Fed forecasts for 2026 and 2027 remain modest, with expectations for small rate reductions, 4.4% unemployment, and 2.4% PCE inflation.

The rate decision pushed the Bitcoin price higher, although markets had largely priced in the cut. BTC briefly hit $94,500, reaching a seven-day high. 

Trading volume over the last 24 hours totaled roughly $46 billion. The cryptocurrency’s market cap stands near $1.86 trillion, with a circulating supply of just under 20 million BTC, according to Bitcoin Magazine Pro data.

Bitcoin’s recent rally reflects broader adoption trends and institutional interest. PNC Bank became the first major U.S. bank to offer direct spot bitcoin trading to eligible Private Bank clients using Coinbase’s infrastructure.

Last week, Bank of America advised its wealth management clients to allocate 1%–4% of portfolios to digital assets.

Coinbase Institutional highlighted that speculative leverage has fallen from 10% to 4%–5% of total market capitalization, signaling a potential end to extreme volatility. Ark Invest CEO Cathie Wood suggested the market may have already seen its four-year cycle lows.

The Fed’s decision came amid mixed signals from broader financial markets. The 10-year Treasury yield has risen, reflecting investor concern that easing policy now could spur inflation later. 

At the time of writing, Bitcoin trades around $92,505, up roughly 3% in the last 24 hours.

Bitcoin price analysis

Last week, Bitcoin price saw a volatile ride, dipping to $84,000 before bulls pushed it up to $94,000, then dropping slightly below $88,000, and closing the week at $90,429.

 The market now faces key support at $87,200 and $84,000, with deeper support zones around $72,000–$68,000 and $57,700. 

Resistance levels stand at $94,000, $101,000, $104,000, and a thick zone between $107,000–$110,000, with momentum likely slowing above $96,000.

Typically, rate cuts lead to bullish momentum, but the market may have already priced in this month’s rate cut.

Bitcoin is down close to 25% from its all-time highs.

This post Bitcoin Price Briefly Pumps Above $94,000 As Fed Cuts Rates first appeared on Bitcoin Magazine and is written by Micah Zimmerman.