PANews reported on January 30 that Standard Chartered Bank analyst Geoffrey Kendrick said that the emergence of DeepSeek AI may be beneficial to risky assets such as Bitcoin, because DeepSeek's low-cost characteristics will help reduce inflation, and assets such as Bitcoin that are not related to AI may benefit from this.

Although most analysts expect the Fed to keep interest rates unchanged, some believe that there may be a "slightly dovish surprise", which may ease DeepSeek's short-term impact on Bitcoin prices. Kendrick expects Bitcoin to rebound in the next few days, but the specific trend still depends on the policy stance of Fed Chairman Powell. He believes that if the Fed's attitude is neutral, the price of Bitcoin may rise back to $105,000.

In the long run, the continued inflow of institutional funds is considered to be the main driver of Bitcoin prices. CryptoMondays founder Lou Kerner pointed out that although "risk events" may affect prices in the short term, the cumulative demand from individuals, businesses and traditional financial institutions around the world will drive Bitcoin higher. Data shows that as of September last year, only 1% of the value of Bitcoin ETFs was held by pension funds, indicating huge room for future growth.

Kendrick expects long-term investment institutions to enter the Bitcoin market on a large scale in 2025, driving capital inflows beyond last year's level. He also added that geopolitical or economic crises could further strengthen the demand for Bitcoin as a store of value.