Bitcoin : l'analyse économique

After a brutal first quarter that saw Bitcoin (CRYPTO: BTC), XRP (CRYPTO: XRP), and Solana (CRYPTO: SOL) fall roughly 29%, 33%, and 38%, respectively, none of them have recovered in April either. Bitcoin s'impose comme l'un des sujets qui mobilisent l'attention en Netherlands ce jeudi.

Les faits

• After a brutal first quarter that saw Bitcoin (CRYPTO: BTC), XRP (CRYPTO: XRP), and Solana (CRYPTO: SOL) fall roughly 29%, 33%, and 38%, respectively, none of them have recovered in April either.
• Bitcoin trades above $75,800, XRP at $1.36, and Solana at $83.
• As we head into May, investors are asking which of these three cryptos will hit 5x first.
• A 5x move puts these three cryptos at $379,000, $6.80, and $415, respectively, with their market caps at $7.55 trillion, $420 billion, and $235 billion.
• Bitcoin usually takes months to put together a major rally, while XRP’s 0.75-0.84 correlation with Bitcoin means it tends to move later, after BTC has already rallied.

L'essentiel

Dans le détail, Bitcoin trades above $75,800, XRP at $1.36, and Solana at $83.

Sur le fond, as we head into May, investors are asking which of these three cryptos will hit 5x first.

Concrètement, a 5x move puts these three cryptos at $379,000, $6.80, and $415, respectively, with their market caps at $7.55 trillion, $420 billion, and $235 billion.

Au-delà de ce constat, Bitcoin usually takes months to put together a major rally, while XRP’s 0.75-0.84 correlation with Bitcoin means it tends to move later, after BTC has already rallied.

Reste à préciser que Bitcoin trades at $75,800, XRP hovers around $1.36, and Solana is priced at $83.

Les chiffres

À noter par ailleurs : Bitcoin reaching $379,000 looks extreme on paper, but it's a 5x surge from today's $75,800—which would push BTC's market cap to $7.55 trillion, nearly 3x the size of the entire crypto market.

Plus précisément, But that move took 15 months—driven by MicroStrategy and Tesla buying BTC for their treasuries, COVID stimulus pushing capital into risk assets, and rising inflation positioning Bitcoin as a hedge.

Dans la foulée, At the moment, Bitcoin ETFs have pulled in $2.43 billion in April, well below the $5-6 billion monthly pace seen at launch in early 2024, and corporate treasury buying has cooled.

À ce stade, XRP has done a similar percentage move before, rallying 580% from $0.50 to $3.40 between November 2024 and January 2025, but the move came alongside Bitcoin breaking $100,000 for the first time.

Le contexte

Reste à préciser que the 2021 rally happened during a broader crypto bull run, but SOL outperformed Bitcoin by a wide margin during that window—BTC roughly doubled while SOL went up 9x.

À noter par ailleurs : XRP's 0.75-0.84 correlation with BTC also means it usually waits for Bitcoin to move first before catching up.

Plus précisément, the U.S. and Iran conflict has been Bitcoin's biggest macro driver in 2026.

Dans la foulée, If both sides actually make peace, it could shift the odds of delivering 5x returns in Bitcoin’s favor.

À ce stade, Senator Lummis, speaking at the Bitcoin 2026 conference on April 27, said the earliest possible markup is the week of May 11—and Senator Thom Tillis told reporters on April 29 he is now encouraging Chairman Scott to move forward with the markup.

Recherches associées

Plusieurs requêtes connexes accompagnent ce sujet : Michael Saylor veut tout faire pour propulser le Bitcoin (BTC) à 10 millions de dollars • Réserve Bitcoin US : La Maison-Blanche serait sur le point de faire une déclaration • Elon Musk affirme que la plupart des crypto sont des arnaques, mais X lance un nouveau terminal de trading crypto • Les actions de Twenty One Capital, propriété de Tether, grimpent après que la société de stablecoin a proposé une fusion avec la firme Bitcoin Strike • Crypto : compte à rebours final avant MiCA • Après le rebond du BTC, une baisse sous 60 000 $ ? Bitcoin 30 avril.

À retenir

• As we head into May, investors are asking which of these three cryptos will hit 5x first.
• A 5x move puts these three cryptos at $379,000, $6.80, and $415, respectively, with their market caps at $7.55 trillion, $420 billion, and $235 billion.
• The 2021 rally happened during a broader crypto bull run, but SOL outperformed Bitcoin by a wide margin during that window—BTC roughly doubled while SOL went up 9x.
• Recherches qui explosent : Michael Saylor veut tout faire pour propulser le Bitcoin (BTC) à 10 millions de dollars, Réserve Bitcoin US : La Maison-Blanche serait sur le point de faire une déclaration, Elon Musk affirme que la plupart des crypto sont des arnaques, mais X lance un nouveau terminal de trading crypto, Les actions de Twenty One Capital, propriété de Tether, grimpent après que la société de stablecoin a proposé une fusion avec la firme Bitcoin Strike.