Bitcoin has made a powerful resurgence, breaking through the $100,000 mark for the first time since February and igniting renewed investor enthusiasm across global markets. This momentum has significantly boosted crypto-related stocks, particularly in Taiwan, where shares like Biostar (2399), Thermaltake (3540), and Ching Yun (5386) briefly surged to their daily trading limits on May 9. The rally reflects a broader shift in market sentiment, driven by easing geopolitical tensions, supportive macroeconomic signals, and growing institutional interest in digital assets.
Market Sentiment Boosted by Global Trade and Monetary Policy
Recent positive developments in U.S.-U.K. and U.S.-China trade relations have helped stabilize global financial markets. The improved outlook for international trade agreements has reduced risk aversion, encouraging investors to return to higher-growth assets. U.S. President Trump’s public endorsement of stock market investment further amplified bullish sentiment.
Simultaneously, Bitcoin’s climb above $100,000—reaching a peak of $102,826.5—signaled strong demand and confidence in the leading cryptocurrency. The 5.15% surge was not isolated; it coincided with gains in traditional risk assets. The Dow Jones Industrial Average rose nearly 400 points, while crypto-linked equities such as Coinbase saw approximately 5% growth.
The Federal Reserve’s decision to hold interest rates steady, coupled with its cautious commentary on inflation and unemployment risks, provided additional tailwinds for Bitcoin. With yields on U.S. Treasuries dipping to multi-month lows, investors are increasingly viewing Bitcoin as a hedge against economic uncertainty and potential future rate cuts—expected by many experts as early as September.
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Taiwan’s Crypto-Linked Tech Stocks Ride the Wave
Taiwan’s semiconductor and hardware ecosystem has long been intertwined with the cryptocurrency mining industry. As Bitcoin rallies, companies producing motherboards, GPUs, and storage solutions are among the primary beneficiaries.
On May 9, Biostar (2399) stood out with a dramatic price surge, briefly hitting the upper limit. The stock saw trading volume expand nearly tenfold, fueled by foreign institutional buying over five consecutive sessions. This momentum aligns with Biostar’s upcoming participation in Computex Taipei 2025, scheduled from May 20 to May 23 at the Nangang Exhibition Center. The company plans to unveil a suite of cutting-edge technologies, including industrial-grade edge AI platforms, EdgeComp embedded industrial computer systems, next-generation motherboards, graphics cards, SSDs, and DDR memory modules—catering to creators, gamers, and everyday users alike.
Other notable performers included Thermaltake (3540), known for high-performance PC components and cooling systems, and Ching Yun (5386), a memory module manufacturer. Meanwhile, Elitegroup (2331), Leadtek (2465), Liken (3444), and Gigabyte (2376) also posted strong gains, underscoring broad-based strength in the tech sector tied to blockchain infrastructure.
These companies benefit not only from increased demand for mining hardware during bull cycles but also from the expanding applications of GPU computing in AI and data centers—a dual catalyst that enhances their long-term appeal.
Core Drivers Behind the Bitcoin Rally
Several interconnected factors have converged to power Bitcoin’s latest surge:
- Macroeconomic Environment: Persistent inflation concerns and expectations of monetary easing make hard assets like Bitcoin more attractive.
- Geopolitical De-escalation: Progress in trade negotiations reduces global risk premiums, boosting investor appetite for speculative assets.
- Institutional Adoption: Growing integration of crypto into traditional finance—through ETFs, custody solutions, and payment systems—lends credibility and liquidity.
- Technological Maturity: Advances in blockchain scalability and security continue to improve usability and trust.
Bitcoin’s ability to serve as both a speculative instrument and a macro hedge has solidified its position in diversified portfolios.
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Frequently Asked Questions (FAQ)
Q: Why did Bitcoin break $100,000 again?
A: The breakout was driven by improved global trade outlooks, U.S. Federal Reserve policy signals favoring future rate cuts, and heightened institutional interest. Positive sentiment in traditional markets also spilled over into digital assets.
Q: Which stocks are considered Bitcoin概念股 (crypto-related)?
A: In Taiwan, key crypto-linked stocks include hardware manufacturers like Biostar, Gigabyte, and Thermaltake—firms that produce motherboards, GPUs, and power solutions used in mining rigs. Memory and storage providers such as Ching Yun are also closely watched.
Q: Is this rally sustainable?
A: While short-term volatility is expected, the underlying fundamentals—macro support, technological adoption, and increasing regulatory clarity—suggest that Bitcoin may maintain stronger price levels even after corrections.
Q: How do trade deals affect cryptocurrency markets?
A: Trade stability reduces market uncertainty, lowers risk premiums, and encourages capital flows into higher-risk assets like stocks and cryptocurrencies. Conversely, trade tensions often trigger flight-to-safety moves into bonds or gold.
Q: Should I invest in crypto-related stocks or Bitcoin directly?
A: Direct Bitcoin exposure offers pure-play volatility and upside. Crypto-related stocks provide indirect exposure but are also influenced by broader tech sector performance and company-specific factors. A balanced approach may suit risk-diverse portfolios.
Q: What role does Computex play in boosting these stocks?
A: Events like Computex showcase innovation in computing hardware—many of which power blockchain networks and AI systems. Announcements around AI integration and next-gen components can trigger investor optimism and speculative buying.
Looking Ahead: A Bullish Outlook for Digital Assets
Analysts remain optimistic about the trajectory of both Bitcoin and related equities. With many forecasting a potential Fed rate cut in September and ongoing advancements in blockchain infrastructure, the environment remains conducive to growth. Moreover, Taiwan’s deep integration into global tech supply chains positions its hardware makers to benefit from any sustained upswing in crypto activity.
As investor attention turns toward innovation at events like Computex Taipei, the line between traditional tech and blockchain-enabled systems continues to blur. Companies adapting to this convergence—offering solutions for edge AI, decentralized computing, and high-performance hardware—are likely to remain in focus.
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The resurgence of Bitcoin is more than just a price movement—it reflects evolving perceptions of value, trust, and technology in the modern economy. Whether through direct investment or exposure via tech equities, digital assets are becoming an increasingly unavoidable component of forward-looking portfolios.