Bitcoin Surges After CPI — Here’s What The Tariff Ruling And Clarity Act Could Mean For Crypto Markets

Bitcoin price has broken out of a two-month consolidation after a steady, sideways phase, with the latest Core CPI print acting as a key trigger for the move. The breakout has revived bullish sentiment and shifted attention back to whether the crypto markets and BTC price can build follow-through above their former range.

Now, traders are bracing for a fresh volatility wave. The US Supreme Court is expected to deliver a ruling tied to tariffs imposed during President Trump’s administration, a headline that could quickly swing risk appetite across markets. With a major macro catalyst approaching, Bitcoin’s breakout is happening at a sensitive time—making the next few sessions crucial for confirming whether this move extends into a stronger trend or turns into a short-term spike.

How Could The Tariff Decision Impact Crypto Markets And BTC Price?

Markets are on edge ahead of the US Supreme Court’s decision on President Donald Trump’s global tariffs, a ruling that could trigger fresh volatility across risk assets. Trump has warned that striking down the tariffs could hurt the US economy, while many investors are positioned for the court to rule against them. 

Crypto has reacted sharply to tariff headlines before. In early April 2025, when sweeping tariffs were announced, global risk sentiment cracked. Bitcoin price also saw a steep pullback as markets priced in higher uncertainty and slower growth. 

If the court rules against the tariffs, it could initially support Bitcoin by reducing policy uncertainty and easing inflation fears—potentially improving the case for faster rate cuts. But there’s a catch: analysts also warn that unwinding tariffs could still shock traditional markets, and a sharp equity sell-off can spill into crypto in the short term. 

If tariffs are upheld, markets may react negatively to prolonged trade-policy uncertainty and inflation risk, keeping volatility elevated. 

Clarity Act Markup Puts Crypto Regulation Back In Focus

Alongside the tariff ruling, U.S. lawmakers are also moving on the Digital Asset Market Clarity Act, with the Senate set to debate amendments and vote during a markup session. If the bill advances, it would be a meaningful step toward clearer rules for crypto markets—especially around how exchanges and platforms are regulated and how different digital assets are classified under U.S. oversight. 

What does this suggest for crypto markets?

It signals that the near-term backdrop may not be purely “risk-off.” Regulatory progress can reduce uncertainty, which often supports sentiment, liquidity, and longer-term capital allocation into the sector. That said, claims like “wash trading will drop by 70%–80%” are hard to prove upfront—so it’s better to frame this as a push toward stronger compliance and market integrity, not an instant cleanup. 

In parallel, the Trump administration’s executive order on expanding access to alternative assets in 401(k) plans has already directed regulators, including the SEC, to explore ways to facilitate broader access—another headline that could keep bullish expectations alive if follow-through materializes. 

Conclusion: What To Expect Next

Bitcoin has already responded positively to the CPI-triggered breakout, but the next move is likely to be driven by headlines, not charts alone. Traders should expect higher volatility as markets react to two major U.S. developments: the Supreme Court’s decision linked to tariffs and the Senate’s progress on the Clarity Act. 

A risk-on reaction could support BTC’s push toward $100,000, especially if regulatory clarity improves confidence. However, a sudden shock to equities or a “sell-the-news” response could still trigger quick pullbacks across crypto. The key watchpoint now is follow-through: whether buyers keep stepping in after the first spike or whether the market fades into a choppy, headline-driven range.