Brothers, something big has happened! The U.S. has once again wielded the tariff stick against China. Trump's actions are even faster than changing faces—he just said in early May that he would cancel 91% of tariffs, and now he’s going to impose a 60% tariff on new energy vehicles, clearly seeing that Chinese electric vehicles are going crazy in Europe. This move has directly caused shipping prices to soar by 20%, and the container volume at the Port of Los Angeles has halved, leaving capitalists crying out.
Can Bitcoin hold at $100,000 now?
Tariff bomb detonates global inflation.
The U.S. 'tariff Viagra' can't cure the hollowing out of manufacturing, and will instead push up domestic prices. The prices of Chinese goods on Walmart's shelves are about to take off, and this inflation pressure will eventually force the Federal Reserve to cut interest rates. According to historical trends, Bitcoin, as an anti-inflation asset, tends to surge during each interest rate cut cycle, with analysts predicting it could hit $120,000 by the end of April. However, now that the MACD indicator has just turned bullish, the big players are already calling for $150,000; we need to see how much of this is inflated.
The regulatory blade is being sharpened.
Don’t be fooled by Elon Musk's tweets that cause 'Renminbi' to soar by 50%. The new SEC chairman has already stated the intention to regulate the crypto market. Coinbase just paid $2.25 million in a settlement, and that’s just the appetizer. The latest news shows that the SEC is formulating clear standards for token identification, and the good times for those air coins are about to end. Especially if the (Cryptocurrency Innovation Act) pushed by the Trump administration comes into effect, exchanges and project parties will face serious trouble.
The counterattack of Chinese manufacturing is imminent.
The U.S. imposing tariffs on electric vehicles is purely a dying struggle; China's lithium battery industry chain has already formed a crushing advantage. Just like when Nokia imposed tariffs on smartphones back in the day, it won’t help. By 2025, when China's solid-state batteries are mass-produced, American car companies may collectively end up in the ICU. The hard power of manufacturing is the real moat; this wave of industrial upgrades will force more capital to seek alternatives, and the crypto space may benefit instead.
My judgment: In the short term, Bitcoin may experience violent fluctuations between $80,000 and $120,000, depending on whether the Federal Reserve truly cuts interest rates in June. But in the long term, the collapse of the old order is a foregone conclusion—young people would rather gamble on air coins than trust banks, and with American shelves filled with Chinese goods but no taxes collected, in this torn situation, digital currencies as new value carriers may carve out a bloody path. But definitely avoid those dog coins that Musk promotes; when the SEC’s regulatory bomb drops, there won't be enough room on the rooftop.
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