Is Now the Right Time to Buy Bitcoin?

Bitcoin’s recent dip below $100,000 might feel discouraging, especially after soaring to $109,000 earlier this year.

But while short-term volatility has spooked some investors, others see this moment as a rare window—possibly the last—before the cryptocurrency climbs into permanently higher territory.

Behind the scenes, two powerful trends are quietly reshaping Bitcoin’s role in the global financial landscape: its transformation into a long-term hedge and its growing importance in national policy.

From Hype to Hedge

In January, Bitcoin was riding high on bullish forecasts, with talk of it doubling by year’s end. Then came a wave of new tariffs—triggered by policy shifts from the White House—which sent markets into a tailspin. Bitcoin began reacting like a tech stock, tumbling in sync with equity declines, and investor sentiment quickly cooled.

But something unusual followed. Rather than continue on a rollercoaster, Bitcoin’s price steadied. For weeks, it hovered around $85,000—showing a resilience that sparked a shift in perception. Rather than just a speculative bet, Bitcoin started to resemble a digital form of gold: scarce, durable, and increasingly seen as a store of value in uncertain times. Hedge funds noticed first, and now retail investors are catching on—reflected in renewed inflows into spot Bitcoin ETFs.

A Strategic Asset Emerges

Meanwhile, Bitcoin is gaining traction as a tool of national interest. In March, the U.S. unveiled its Strategic Bitcoin Reserve, echoing the idea of strategic petroleum stockpiles. Several states—including Texas and North Carolina—are following suit with their own digital asset reserves.

This new positioning culminated in a government-backed summit held in April, where experts discussed Bitcoin’s role in global power dynamics. Some countries, especially emerging markets, are now exploring Bitcoin accumulation of their own. There’s even speculation about a digital arms race between the U.S., Russia, and China.

Fueling the fire is a proposal to use tariff revenues to purchase Bitcoin directly—potentially offering a budget-neutral path for the government to expand its holdings without new taxes. If implemented, this could mark a turning point in Bitcoin’s institutional legitimacy.

Looking Ahead

With both public and private sectors moving toward long-term adoption, Bitcoin’s path forward looks increasingly anchored in macro trends. If this continues, sub-$100,000 prices may soon become history—and for those waiting on the sidelines, this might be the final call.

Alexander Stefanov