As the crypto market tries to make sense of economic signals and political turbulence, investors have poured over $1.8 billion worth of Bitcoin into Binance in less than two weeks. The sudden spike in exchange inflows is raising eyebrows, with some reading it as a prelude to a selloff, while others believe it could be a bullish repositioning move. According to on-chain data shared by CryptoQuant contributor Maarten Regterschot, Binance’s BTC reserves surged by 22,106 BTC over the past 12 days—now sitting at 590,874 BTC. The timing of these transfers appears to coincide with rising unease over U.S. President Donald Trump’s unexpected 90-day pause on reciprocal tariffs and the imminent release of CPI data for March. “This level of inflow is not usual unless investors are hedging against volatility or preparing to take profits,” Regterschot noted in an April 9 commentary. At the time of his analysis, Bitcoin was already on an upward tear, trading at $82,000—up nearly 6.5% in 24 hours—buoyed by Trump’s announcement easing trade tensions , except with China. Bullish Setup or Early Signs of Exit? Yet not everyone is reading the surge in inflows as a bearish omen. Pav Hundal, lead analyst at Swyftx, highlighted that high exchange inflows can be misleading. “Sure, it might mean people are getting ready to sell, but it could also mean Binance is simply shifting reserves to hot wallets to meet increasing demand,” Hundal explained. He stressed that the next few days would be crucial. “The CPI data will either reinforce the recent rally or shake it. Either way, the market’s appetite for risk will be tested.” Trump’s tariff pause—except for a hefty 125% hike on China—has temporarily calmed markets, but Hundal believes geopolitical uncertainty remains a “structural overhang” for risk assets, including crypto. All Eyes on CPI and Inflation Clues Meanwhile, crypto analysts are focused squarely on the CPI numbers, which could set the tone for Bitcoin next move. Matthew Hyland suggested inflation might be falling sharply, perhaps nearing 2.5%, while fellow analyst Dyme expects that a “lower-than-expected CPI print will send us higher.” Economists polled by FactSet anticipate a modest 0.1% increase in March’s CPI, in line with the surprise drop last month to 3.1%. If inflation continues cooling, Bitcoin’s role as a hedge asset may regain strength—right when traders need it most. The post Bitcoin Floods into Binance as Market Braces for CPI Shock and Trump Tariff Turmoil appeared first on TheCoinrise.com .
