Bitcoin supera al dólar en semana agitada por tarifas

PUNTOS IMPORTANTES:

Bitcoin sube 5,4% semanal pese a alta volatilidad.
Supera al dólar y se alinea con el S&P 500.
Analistas destacan resiliencia, pero con cautela.

Bitcoin (BTC) cerró la semana con una ganancia del 5,4%, mostrando una inusual resistencia frente a la fuerte volatilidad que sacudió a los mercados tras la última escalada arancelaria. Aunque el movimiento fue en línea con el repunte del S&P 500 (SPY), analistas destacan la relativa estabilidad de la criptomoneda ante un entorno altamente incierto.

Durante la semana, el precio de Bitcoin osciló entre los 74.000 y los 82.000 USD, una variación mucho más contenida que la de algunos índices bursátiles y acciones tecnológicas. Su comportamiento incluso superó al del dólar estadounidense, que se debilitó en medio de las tensiones comerciales con China.

“Lo que busco ahora es alguna señal de acción por parte de la Fed relacionada con los bonos, o una resolución con China. Esto se siente como el punto máximo de incertidumbre”.
Garrison Yang, cofundador de Mirai Labs.

Persiste la cautela pese al rendimiento positivo

Pese al buen desempeño de Bitcoin, la cautela domina entre los operadores. Thomas Perfumo, economista de Kraken, apuntó que los factores clave para el futuro de la criptomoneda siguen siendo un posible acuerdo comercial y decisiones sobre tasas por parte de la Reserva Federal.

Desde una perspectiva técnica, Wolfe Research indicó que el impulso actual sugiere una posible corrección hacia los 70.000 USD. Además, CryptoQuant reportó que solo uno de sus nueve indicadores alcistas sigue activo: que Bitcoin se mantiene por encima de su media móvil de 365 días (76.100 USD).

Articulosde interes

Resumen del mercado con foco en movimientos clave y factores que influyen semanalmente.

Claves del mercado para la semana: inflacion, productor, índices

8 de noviembre de 2026

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Now the market looks closer to finding a durable bottom. Thursday marked the biggest day of retail selling since the Covid pandemic, according to Vanda Research, as individual investors joined their institutional counterparts in pulling back from the market. But the losses aren’t severe enough yet. Bob Lang, chief options analyst at Explosive Options, said he needs to see several days of selling before calling a bottom. He noted that the CBOE put/call ratio on Thursday rose to 1.2, double the average at 0.6, which indicates 1.2 puts being bought for every call. It’s an extreme level of bearishness that’s often a contrarian signal to buy stocks. But, he said he would need more readings just like that one after this week’s ugly drawdown. Freedom Capital Markets’ Woods said he’s watching the CBOE Volatility Index , otherwise known as Wall Street’s fear gauge, which he would need to see climb above 30 before he can say there’s a real flush. On Friday, it was last at around the 24 handle. “We’re very close to this final capitulation,” Woods said. “We’re not seeing the panic yet, but we are seeing opportunities.” Drawing up shopping lists Woods thinks the highs may be in for the year, as there’s little left on the calendar that could serve as a durable positive catalyst for the market. The S&P 500 climbed to record highs just last month, topping 7,800. The third-quarter earnings season, which proved to be as impressive as anticipated, is largely behind traders, even with some big names like Nvidia still to come later this month. By the time it wraps up, the S&P 500 is expected to have grown earnings by 31% last quarter, according to FactSet’s John Butters. The results confirm yet again the unprecedented heft American companies are enjoying thanks to AI, gains that are expanding to the 493 companies outside of the Magnificent Seven. Washington will remain in focus, as investors await how a divided government tackles spending on the Iran war, a battle that could result in a government shutdown before the year is out. The path for monetary policy remains in focus, especially after Friday’s blowout payrolls report showed that hourly wages continue to grow and implied that the job market is holding up. Investors will get more clarity on the inflation front in the coming week, with the releases of both the consumer and producer price indexes. According to early estimates averaged on FactSet, CPI is expected to have increased 3.9% on a year over year basis, worse than the 3.7% in the prior reading, but core inflation is set to have cooled somewhat on a monthly basis. Some investors are drawing up their shopping lists to go bargain hunting following this week’s rout. Freedom Capital Markets’ Woods said he spies opportunities in Micron and Nvidia, both of which have been heavily punished in the recent sell-off, as well as the broader semiconductor space. “It’s not the time to jump in with both feet,” Woods said. “But it’s time to start nibbling because to pick that bottom will be very difficult.” Week ahead calendar All times ET. Monday, Nov. 9 10:00 a.m. Wholesale Inventories final (September) Earnings: Take-Two Interactive Software , Occidental Petroleum , KKR , NRG Energy , Constellation Energy , Skydance Tuesday, Nov. 10 6:00 a.m. NFIB Small Business Index (October) 8:15 a.m. ADP Weekly Employment change (10/24) 8:30 a.m. Consumer Price Index (October) 8:30 a.m. Hourly Earnings final (October) 8:30 a.m. Average Workweek final (October) Earnings: TransDigm Group Wednesday, Nov. 11 Earnings: Vylor Thursday, Nov. 12 6:30 a.m. New York Federal Reserve Bank President and CEO John Williams serves as a Panelist on UC Berkeley Alumni Salon at UC Berkeley, New York City 8:30 a.m. Initial Claims (11/07) 10:00 a.m. Existing Home Sales (October) Earnings: Applied Materials Friday, Nov. 13 Elecciones y sectores clave de Estados Unidos.

Estos sectores bursátiles podrían subir con la victoria demócrata en las elecciones intermedias

7 de noviembre de 2026

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En cuanto a la actividad, los grandes movimientos vinieron de traders de corto plazo y “ballenas”. Estas últimas transfirieron más de 71.000 bitcoins tras el anuncio de la pausa arancelaria, mientras que los mineros vendieron 15.700 bitcoins el lunes, el mayor flujo diario del año.

El interés institucional compensó parte de esas ventas. ETFs de Bitcoin y tesorerías corporativas como la de Strategy (MSTR) mostraron fuerte actividad compradora.

“Estamos viendo una oferta sólida durante estas caídas. Los mayores compradores son jugadores institucionales”.
Thomas Perfumo.

Aunque Bitcoin ha mostrado una relativa madurez frente a otros activos, los expertos advierten que su rol como refugio global aún está en disputa.

“No compro la idea de que sea un activo de cobertura global. Si las acciones caen de nuevo, Bitcoin caerá con ellas”.
Yang.

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