Growing $1.8 Trillion ‘Panic’ Fears Could Be About To Blow Up The Bitcoin Price

Bitcoin has been stuck at the same level since June, trading sideways as the market’ braces for bitcoin’s “ultimate catalyst.”

The bitcoin price, down around 50% from its October 2025 peak, has languished despite BlackRock just quietly calling the market bottom.

Now, as expectations grow that a $1.8 trillion money printing surge is about to send the bitcoin price sharply higher, soaring bond yields could be about to trigger a 30% bitcoin price shock.

Bitcoin’s price moves over the last month are among its smallest ever, according to Fundstrat’s head of digital asset strategy Sean Farrell, who predicted that a period of extreme volatility will likely follow over the next few months.

“The typical magnitude of historical moves is notable. Looking across prior observations, the median absolute move over the subsequent 60 days has been roughly 30%,” Farrell wrote in a note to clients seen by CNBC, pointing to a sudden surge in bond yields as a potential trigger that either sends the bitcoin price sharply higher or lower.

Bond yields around the world have spiked this week, with traders pointing to soaring deficits, the spiraling cost of the artificial intelligence buildout, the stubbornly high oil price and uncertainty over monetary policy under the inscrutable Federal Reserve chair Kevin Warsh, appointed by U.S. president Donald Trump earlier this year.