#特朗普就职百日 Trump unleashes a big move! Tariffs + Bitcoin reserves, will the global market go on a roller coaster ride again?
In the past 100 days, the Trump administration has been a bit 'crazy busy'! With one hand swinging a 25% tariff club at multiple countries and the other suddenly stuffing Bitcoin into the 'national piggy bank' while also wanting digital assets to enter government accounts. This blend of 'traditional economy + cryptocurrency' has totally blown up the global market—some are shouting 'hedge by rushing to Bitcoin,' while others worry 'the economy is about to shake.' How should we ordinary people view this? Let's chat about it today!
1. With a swing of the tariff club, the market panics: Bitcoin jumps around!
Let's first talk about this wave of trade protectionism. The Trump administration imposed a 25% tariff on multiple countries, turning the 'wolf is coming' narrative into reality! Just think about how the trade war in 2018 caused a global loss of $500 billion; as soon as this operation started to show itself, global stock markets fell in response—like the day the U.S. imposed a 104% tariff on a certain Chinese product, U.S. stocks plummeted overnight, and A-shares sneezed in response.
At this point, Bitcoin suddenly became a 'hot cake.' Why? Some people believe it can hedge like gold; since April, Bitcoin has risen by 12%, even outperforming gold! But Bitcoin is known for its 'bad temper'; when the market panics, it runs faster than stocks: on the day tariffs escalated in mid-April, Bitcoin dropped 9% in one day, perfectly embodying 'a safe asset by day, a risk asset by night,' playing with heartbeats!
2. The U.S. is stuffing Bitcoin into its treasury? This operation is a bit flashy!
Even more jaw-dropping is that the Trump administration actually signed an executive order to create a 'strategic Bitcoin reserve' and allowed several states to experiment with incorporating digital assets into government finances. As soon as the news broke, Bitcoin soared from 80,000 to 95,000 in just 24 hours, then fell back to 85,000, creating a lively 'dance party stimulated by policy!'
What is the U.S. trying to do? In simple terms, they want to turn Bitcoin into a 'national reserve asset,' planning to stockpile 1 million Bitcoins (they already have 200,000). It's like the government suddenly announces: 'From now on, our treasury will not only hold gold and dollars but also some Bitcoins!' However, reactions vary across countries: the Swiss central bank shakes its head, saying 'this thing is too unstable,' while Russia's eyes light up, thinking 'this is perfect for bypassing dollar sanctions.' Clearly, some people are optimistic while others are worried.
3. In the long run, will Bitcoin flip to become a 'national purse'? Keep an eye on these 3 changes!
1. Bitcoin may transition from a 'speculative toy' to a 'national reserve asset.'
If the U.S. really treats Bitcoin as a reserve, the amount of Bitcoin circulating in the market might decrease (as the government hoards it without selling), potentially stabilizing the price in the long run. It's like when MicroStrategy went on a Bitcoin buying spree, driving Bitcoin prices up. But conversely, if one day the U.S. needs cash and sells off its Bitcoin, wouldn't the price 'plummet'? Germany has done this before, selling 50,000 Bitcoins, which caused a short-term price crash; when the government acts, it's like a 'nuclear bomb'!
2. Decentralization vs. state intervention: Bitcoin's 'soul-searching question.'
When Bitcoin was born, it shouted 'decentralization, no one can control it,' but now the U.S. wants to put it into government accounts, equivalent to putting on a 'regulatory tight corset.' In the future, the government may require 'Bitcoin transactions to be traceable' and even modify the rules. If this happens, can Bitcoin still be considered 'digital gold'? Some might feel it has 'lost its flavor' and turn to trade other coins, potentially confusing the pricing logic.
3. The global monetary system may undergo a 'shuffle.'
What's most thrilling is that this could accelerate 'de-dollarization'! Russia and Brazil are now pondering: 'Since the U.S. is sanctioning us with dollars, why not stockpile some Bitcoin as a backup?' If more and more countries start putting Bitcoin into their reserves, we could see a future where 'reserves of various countries include both dollars and Bitcoin,' potentially nibbling away at dollar dominance. Even the Bank for International Settlements is researching 'crypto special drawing rights,' and who knows, one day Bitcoin could become a 'new member of the global currency club!'
What should ordinary people do? Be cautious of short-term volatility and focus on these two points in the long run!
In the short term, tariff and Bitcoin reserve policies act like a 'market blender,' and Bitcoin prices will certainly continue to fluctuate. Friends with limited funds, be cautious not to get swept up in the excitement and risk being left behind. In the long term, focus on two key points: first, whether the U.S. can effectively manage Bitcoin reserves (such as how to regulate and how much to stockpile), and second, whether other countries will follow suit—if the whole world starts hoarding, Bitcoin might truly 'rise from the ashes,' but if each country does its own thing, the market could become even more chaotic.
In short, Trump's actions have caused the market to take a roller coaster ride in the short term, but in the long run, they are quietly rewriting the rules of the game. Will Bitcoin become the 'new piggy bank' of nations or continue to be that 'rebellious decentralized youth'? Let's take our seats and slowly watch this grand play! After all, in the world of cryptocurrency, surprises (or shocks) are always in store!
