#关税 Big powers are arm wrestling, while common people look at the wind direction. But this time, the wind vane might point to the Bitcoin we are familiar with.
Brothers, something big has happened! The US has imposed a 100% tariff on us again, and our Ministry of Commerce responded firmly. The smell of gunpowder in this trade war is getting stronger. Many old friends are asking: what does this have to do with our crypto world? Is it going to drop? You might be wrong! Let me explain to you, there could be big opportunities hidden behind this.
1. The world is 'tearing down walls', and Bitcoin is 'building roads'.
Look at the current situation, countries are building high walls between each other. When your goods come, I raise taxes; when my technology goes, you block it. The walls keep getting higher, and everyone is anxious: where can we put our money to be safe? The traditional choices are gold and the US dollar.
But now, there is a new choice: Bitcoin.
Why it? Think about it, the U.S. dollar belongs to the United States, and gold is also influenced by major powers. But Bitcoin is different; it is not governed by any country and is a completely neutral mathematical system. When everyone is worried that their money is losing value or can't be transferred, Bitcoin's 'decentralized' characteristic becomes a hot commodity in chaotic times. It's like when everyone is worried about the safety of their own yard, they suddenly discover a globally accepted, unseizable 'digital safe.'
What impact does this have on various sectors in the crypto space? Don't buy blindly!
Bitcoin: Absolutely the 'favorite child,' the biggest winner!
In the short term: This news itself may stimulate the price of coins to rise. The market may think, oh, safe-haven demand is coming, let's buy some Bitcoin to ease the panic.
From a long-term perspective: Every time there is such international friction, it is advertising Bitcoin's 'digital gold' identity. The more the story is told, the more people believe.
Ethereum and other mainstream coins: Follow the big brother and share some soup.
If Bitcoin rises, they are likely to rise as well, this is called the 'leading effect.' But don't expect them to rise more fiercely than Bitcoin, as they are more oriented towards the application attributes of a 'world computer,' and the safe-haven aura is not as strong.
Stablecoins: The demand may be greater!
Think about it, if cross-border business and money transfers become more troublesome, what will those who need to conduct international settlements efficiently do? Many may choose to use stablecoins like USDT or USDC as a bridge. Its trading volume may become more active.
RWA (Real World Assets) track: In the long run, it's a good thing!
If traditional financial channels really become very tight in the future, could someone 'tokenize' U.S. government bonds or Shanghai real estate and trade them on the blockchain? It's entirely possible! This is equivalent to building a new financial infrastructure using blockchain technology.
Old Li warns: The opportunities are great, but the risks are not small!
Don't just enjoy the joy, but also see the risks:
Be careful of being 'wrongly killed': If a trade war messes up the global economy, and the U.S. stock market crashes, all risk assets (including cryptocurrencies) may be sold off together in the short term, leading to a decline. However, Bitcoin's correlation with U.S. stocks is not as tight now; if it does drop, it might be an opportunity to buy the dip.
Beware of the 'regulatory stick': The U.S. might take this opportunity to strengthen regulations on cryptocurrencies, especially exchanges or projects that may have connections with us, which could cause short-term volatility.
Old Li's practical advice:
For those trading short-term: Pay attention to this news! If the market plummets due to panic, causing Bitcoin's price to adjust, don't hesitate; it might be a good opportunity to position for the medium term. The core idea is: buy big on big dips, buy small on small dips, and observe when it doesn't dip. Don't chase highs!
For you who are holding long-term: This news should strengthen your confidence in holding Bitcoin. Treat it as a form of 'insurance' in your asset allocation against global uncertainties. The more turbulent the times, the more precious this insurance may become.
In summary: If the old world starts to close its doors, the doors to the new world will open faster. And cryptocurrencies are the key. Friends, buckle your seatbelts and watch the wind direction; this opportunity might be bigger than you think!
