Tariff implementation, Trump's speech, investigation into the Federal Reserve.

1) Last night Trump called for a rally, planning to add XRP, SOL, ADA, BTC, ETH to the national reserves, and indicated there are more considerations.



Trump's behavior feels a bit like the way he acted back then; institutions aren't buying in, it's all market retail sentiment driving the surge.

Just like I mentioned in my last article, partnering with BlackRock, after crashing the market, buying low-priced chips, then releasing various good news before selling.

Of course, whether they have exited is unknown, but they definitely benefited from this wave and have enjoyed it.

His actions are not a good thing; they manipulate the market! It will lead to the collapse of the entire financial market, even destruction, rather than heading towards glory!

Unless he can actually mobilize funds to make real purchases, but what will the actual result be?

Let's look at the issue of Bitcoin reserves.

The path to reserves: gold in 1944 - oil in 1994 - foreign exchange reserves in 2025 - Bitcoin???

Is it possible to establish a national reserve of Bitcoin?

It's possible, but it probably won't happen that quickly.

Several issues need to be resolved.

1) How to make Bitcoin a reserve without undermining the position of the US dollar.

2) How to ensure the symbiotic pricing relationship between Bitcoin and the US dollar.

3) How to resolve the relationship between existing US Treasury bonds and Bitcoin.

4) Custodial institutions, congressional approval, asset allocation ratio, risk control mechanisms.

There are too many conditions, and it's impossible to pass in a short time (within 12 months).

When it's really about to go through, it basically wears down your patience. You might even run out of inventory.

Since passing at the national reserve level won't be that quick, is there a possibility for states to pass it?

It's possible, after all, they belong to a federal system.

So, the fastest might be that by March, some states will have results, like Utah and Texas.

But even if they pass it, it can only be considered good news, similar to Trump's call, because it involves.

When to buy, who will buy, how much to buy, etc.

So, let alone XRP, SOL, ADA, ETH being added to reserves, it all seems nonsense for now!! It's all just a way to push prices up for selling.

2) The tariff issue on the 3rd and 4th.

1) The original plan was to increase tariffs by 25% on Canada and Mexico, which is expected to take effect on the 4th, but one variable is that it may not reach that high.

2) The Chinese side is studying relevant countermeasures, which may include tariffs and a series of non-tariff measures to respond to the 10% tariff increase. Among them, increasing tariffs on agricultural products originating from the US will likely be included in the countermeasures. Of course, this premise is that Trump declared the night before that he would continue to impose tariffs on China.

Tariffs landing in the long term and short term are positive, but in the long run, they are negative (economic tightening).

3) Tomorrow, the 3rd and 4th will be a very critical juncture.

1) Trump needs to outline his policy proposals for the next four years.

2) On the other hand, a major investigation into the Federal Reserve needs to begin.

3) Tariff policy implementation.

4) Zelensky awkwardly ran to the UK and France to get results; mediation in the Russia-Ukraine situation has become very difficult, and Trump will definitely work hard to address this issue, or he will lose all face.

So gold is still going to rise, and Bitcoin is still going to fall.

When writing this article, Bitcoin was at 93000, and it has been falling!

Last night's market fluctuations were too severe, with many rapid surges creating gaps, such as the gaps at 92000 and 86000; I just looked at these two positions, one has been filled, and the other at 86000 is also going to be addressed.

1) Short-term emotional exhaustion;

2) More speculative funds.

So the probability of a downturn is very high, but no matter how much it drops, the 77500 position can be maintained!!

Now all technical indicators have failed, and it entirely belongs to emotions and news, so for contracts, it's not advisable to place orders and hold positions; the strategy is to take big shots in the opposite direction. 'Buy actively when low, and take moderate profits when euphoric.'

All content herein does not constitute investment advice!!!