Trump's tariffs hit Vietnam, but Bitcoin soared 10% overnight? Three major capital game logics hidden behind it!
Dear cryptocurrency fans, Bitcoin suddenly surged last night, from $105,010 to $109,690, an increase of more than 4.46%! What's even more bizarre is that this surge coincided with Trump's announcement that he would impose a 20% export tariff on Vietnam and a 40% transshipment tax. These two things seem to be unrelated, but when Lao K dug up the data, he found that the funds behind them were playing the "global safe-haven battle royale"!
First-level logic: Tariff war = currency war, Bitcoin becomes "digital gold"
Trump's move directly raised Vietnam's export costs by 20%-40%, and the Vietnamese dong was under pressure instantly. You know, Vietnam is a key link in the global industrial chain. From Nike shoes to Samsung mobile phones, many products are sold to Americans with the label "Made in Vietnam". Now that tariffs have risen, Vietnamese companies will either raise prices to pass on the costs to American consumers, or swallow the shrinking profits themselves. Either result will trigger market concerns about emerging market currencies - funds will instinctively look for safe havens, and Bitcoin, a decentralized, constant-volume "digital gold", has naturally become the first choice for big funds.
Second layer of logic: The Federal Reserve was forced to release liquidity, and the crypto market got the first taste of it
What is the hidden meaning of Trump's tariff increase? It is to force the Fed to continue to cut interest rates! Once the tariff war started, the prices of imported goods in the United States rose, and the CPI data was off the charts. But does the Fed dare to raise interest rates at this time? Raising interest rates will put pressure on companies, and it may drag the economy into recession. So the market is now betting that the probability of the Fed cutting interest rates in September has soared to 70%, and historical rules show that the average increase of Bitcoin in the interest rate cut cycle is more than 300%. The surge last night was probably a bet by smart money on the "flooding market" in advance.
The third logic: Geopolitical risk premium, institutional funds are frantically hoarding coins
What's more exciting is that Trump's remarks directly put the global trade system on the fire. If Vietnam is really charged a 40% transit tax, the global supply chain will have to be reshuffled. Under this uncertainty, traditional hedge funds began to hoard Bitcoin frantically. Data shows that on July 2 alone, Grayscale GBTC Trust had a net inflow of US$230 million, a three-month high. Even JPMorgan Chase quietly raised the target price of Bitcoin to US$140,000, citing "geopolitical risks driving institutional allocation needs."
K-line judge · The final word is here
Bitcoin is now stuck at the $108,000 mark, but there are three major bullish signals on the technical side:
The daily MACD golden cross formed, which last appeared before the big rise in March;
The trading volume broke through the 120-day moving average, indicating that major funds continued to enter the market;
The Fear and Greed Index soared from 23 to 78, and market sentiment completely reversed.
More importantly, Trump’s tariff war is just an appetizer. If he really imposes tariffs on all imported goods next, the Federal Reserve’s interest rate cut may exceed expectations.
K-line Judge: Supreme unique strategy: Now is an opportunity to build a position when the price drops, but don’t chase highs. The range of 105,000 to 106,000 US dollars below is the support level of gold. It is not too late to stop loss after it falls below.
Pay attention to K-line judge, the professional team will help you accurately snipe the band points, keep up with the rhythm and let your assets take off! K-line steadily doubles orders, low multiples, private domain contracts#大而美法案
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