Bitcoin Defies Gravity at $110,000—Weak Jobs Data Could Launch Next Epic Rally

Bitcoin isn't just holding—it's dominating. While traditional markets wobble, the king crypto stands firm above $110,000, eyeing its next move.

Jobs Data: The Unlikely Catalyst

Weak employment numbers typically spell trouble for Wall Street. But for Bitcoin? They're rocket fuel. When traditional economies show cracks, smart money floods into decentralized alternatives—bypassing broken systems entirely.

The institutional floodgates aren't just open—they're bursting. Hedge funds and corporate treasuries now treat Bitcoin like digital gold, only with better returns and zero bank managers taking lunch breaks on their dime.

This isn't speculation anymore—it's a fundamental shift. While economists wring hands over unemployment figures, crypto traders see opportunity. Another weak jobs report could trigger the mother of all buy waves.

Remember: traditional finance worries about job numbers. Bitcoin creates them—just ask the crypto devs hiring faster than banks can fire.

Macro Shift To Kickstart Next BTC Price Rally?

In a Quicktake post on the CryptoQuant platform, market analysis firm XWIN Research Japan explained how weak labor data in the US could see the Bitcoin price embark on its next bullish wave. According to the analytics firm, history shows a paradox despite rising unemployment often linked to weak performances by risk assets, including cryptocurrencies.

XWIN mentioned that on-chain stablecoin data offers insight into how this “macro story” could unfold, especially in relation to the cryptocurrency market. The crypto trading firm then highlighted two “distinct waves of activity” that establish the connection between unemployment and crypto market positioning.

In the first wave (between late 2024 and early 2025), investors expected the Federal Reserve (Fed) to cut interest rates as the labor market weakness first emerged. Capital flowed into exchanges with the surge in stablecoin reserves from $30 billion to $50 billion, showing the investors’ preparedness for a macroeconomic shift.

The second wave (from mid-2025 to present) has seen unemployment rising again. Similarly, stablecoin exchange reserves recently hit $58.5 billion, while depositing addresses have frequently surpassed 30,000 BTC, with highs NEAR 40,000 BTC. 

“This isn’t just accumulation—it reflects broader participation, from whales to retail, mobilizing funds in anticipation of easier policy,” XWIN added.

According to XWIN, the thinking is that the rising unemployment in the United States could be linked to stronger expectations of Fed rate cuts. With more capital stored in stablecoins on exchanges, ready to buy more coins, the weak jobs data could be the foundation for a fresh rally for Bitcoin.

Bitcoin Price At A Glance

As of this writing, the price of BTC stands at around $110,780, reflecting no significant changes in the past 24 hours. According to data from CoinGecko, the market leader is up by almost 3% in the last seven days.