In June, the cryptocurrency world will face a "double explosion" from Trump and Federal Reserve policies! Three key points will determine the trend for the second half of the year!
1. Trump’s tariff escalation against China on June 1
President Trump announced a 50% tariff on EU goods starting June 1, directly impacting the global supply chain. This move could push U.S. inflation up by 0.9-1.5 percentage points, exacerbating concerns about the Federal Reserve's "stagflation." As a result, the number of Bitcoin on-chain addresses surged by 23% in a single day, and the outflow of stablecoins like USDC reached a new high since March. The market expects that if the EU implements countermeasures, the volatility of cryptocurrencies will exceed 80% by mid-June.
2. Federal Reserve interest rate meeting on June 19
In the early hours of June 19, Beijing time, the Federal Reserve will announce its June interest rate decision. The market expects the interest rate to remain unchanged at 4.25%-4.50%, but it may signal a potential rate cut. Barclays predicts that if Trump's tariff policy eases, the Federal Reserve may cut rates by 25 basis points in both July and September, leading to over $200 billion in stablecoins flowing into the crypto market. Notably, Federal Reserve Chairman Powell has explicitly stated that he "does not consider holding Bitcoin," but has not ruled out the possibility of regulating stablecoins.
3. Trump’s cryptocurrency strategy implementation
Trump’s media group plans to announce a $3 billion financing plan at the Las Vegas Crypto Summit in June, aimed at purchasing Bitcoin and Solana. Previously, Trump had signed an executive order to include Solana in the U.S. strategic reserves, pushing its price above $160 in March. Analysts point out that if the financing goes smoothly, it may trigger institutional follow-up investments, and Bitcoin could once again challenge the $120,000 mark.
Risk Warning: Trump’s tariff policy may trigger turmoil in the global stock market (refer to the crash event on April 7), and the Federal Reserve's fluctuating expectations for rate cuts may lead to severe volatility in cryptocurrencies. Investors should pay attention to market reactions after the tariffs take effect on June 1, as well as the Federal Reserve's dot plot on June 19 for indications of the rate cut path.
Which do you think will have a greater impact on the cryptocurrency world in June: Trump's tariffs or Federal Reserve policies? Feel free to share your views in the comments, and don't forget to forward this to friends who are interested in the crypto world! #币安Alpha上新