Bitcoin is walking into a perfect setup for a long-term bull run but first faces a brutal 72-hour gauntlet

Bitcoin investors are facing a crucial 72-hour period defined by three major catalysts: the December CPI report, a Supreme Court decision on executive tariff powers (IEEPA), and a Senate Banking Committee executive session on the Digital Asset Market Clarity Act of 2025 (CLARITY Act).

The CPI release on Tuesday will test liquidity expectations; while consensus forecasts 0.3% MoM inflation, the Cleveland Fed's 'nowcast' suggests cooler figures, which could spark a dovish repricing if realized. This is complicated by market concerns over Federal Reserve independence following reports of a DOJ probe into Fed Chair Powell, potentially causing Bitcoin to decouple from risk assets and trade closer to gold.

Wednesday's Supreme Court ruling on tariffs could impact future inflation paths, with striking down tariffs offering a disinflationary tailwind but potentially increasing policy uncertainty. Finally, the CLARITY Act hearing on Thursday could reduce the regulatory risk premium dampening US crypto liquidity by establishing clearer boundaries between the SEC and CFTC.

These events set up three potential scenarios: 'Disinflation + Stability' favoring a traditional rally; 'Hot CPI + Credibility Fracture' leading to volatility where Bitcoin acts like gold; or the 'Policy Clarity Window,' where benign macro data and regulatory progress compress risk premia, fostering sustained inflows.

(Source：CryptoSlate)