$BTC TLDR

Bitcoin rose 2.69% to $94,222 over 24h, slightly outpacing the crypto market’s 2.59% gain. This extends a 6.25% monthly uptrend but remains below 90-day levels. Key drivers:

Corporate accumulation – Strive’s approved acquisition adds 5,048 BTC to its treasury

CPI stability – U.S. inflation met expectations, reducing Fed uncertainty

Technical breakout – Bullish MACD crossover above key resistance

## TLDR
Bitcoin rose 2.69% to $94,222 over 24h, slightly outpacing the crypto market’s 2.59% gain. This extends a 6.25% monthly uptrend but remains below 90-day levels. Key drivers:
1. **Corporate accumulation** – Strive’s approved acquisition adds 5,048 BTC to its treasury
2. **CPI stability** – U.S. inflation met expectations, reducing Fed uncertainty
3. **Technical breakout** – Bullish MACD crossover above key resistance

## Deep Dive
### 1. Corporate Treasury Expansion (Bullish Impact)
**Overview:** Strive Asset Management secured shareholder approval to acquire Semler Scientific, transferring 5,048 BTC ($472M at current prices) to its balance sheet. This brings Strive’s total Bitcoin holdings to 12,798 BTC – making it a top-15 corporate holder globally.
**What this means:** The deal permanently removes liquid supply from markets, echoing MicroStrategy’s accumulation strategy. Reduced sell-side pressure historically correlates with mid-term price support, especially when institutional adoption grows.

### 2. Inflation Data Calms Rate Fears (Bullish Impact)
**Overview:** December’s U.S. CPI rose 0.3% m/m (2.7% y/y), aligning with forecasts. Core inflation held at 0.2% m/m, signaling contained price pressures.
**What this means:** Predictable inflation metrics lower perceived Fed hawkishness, boosting risk assets. Bitcoin’s 1.62% intraday jump post-CPI release reflected relief among duration-sensitive investors. Sustained low rates improve Bitcoin’s appeal as an inflation hedge.

### 3. Technical Momentum Shift (Bullish Impact)
**Overview:** Bitcoin breached the $93,500 resistance level amid a bullish MACD crossover (signal line: 303.79 → MACD line: 487.82). The 24h volume spike to $43B confirms conviction.
**What this means:** This technical breakout invalidated a two-month consolidation pattern. The MACD histogram’s positive divergence (+184) suggests accelerating upward momentum, though RSI at 54.3 leaves room for further gains before overbought territory (typically >70).

Bitcoin’s rally combines structural supply reduction (corporate accumulation), fading macro headwinds (CPI-driven Fed certainty), and technical tailwinds – creating aligned bullish pressure. Traders should monitor whether $95,000 becomes new support.
**Key watch:** Can Bitcoin hold above the 200-day EMA ($99,927) if Strive’s acquisition closes this week?