The offshore RMB exchange rate suddenly plummeted by 0.8%, gold broke through the historical high of $2500, and USDT's off-exchange premium surged by 0.5% — global capital is using real money to vote, seeking the next safe haven.
On Friday (July 4th), former U.S. President Trump swung the tariff axe! The White House announced that starting August 1st, punitive tariffs of up to 70% will be imposed on imports from multiple countries, reigniting the smoke of the global trade war. While the traditional market shivers, the crypto world is surging with undercurrents — an epic capital migration is quietly unfolding on the Bitcoin chain.
The tariff tsunami sweeps the globe, capital enters 'mass escape' mode
"This is not just a trade barrier, but a nuclear strike on the global supply chain!" exclaimed a senior Wall Street trader. A 70% tax rate far exceeds the 25% during the 2018 trade war, with Chinese electric vehicles, Southeast Asian electronics, and EU luxury goods being the hardest hit. The offshore RMB exchange rate plummeted, U.S. stock futures were blood red, and gold surged 3% in a day to break through $2500 — the fear index VIX soared 28%, and the market instantly switched to 'survival mode.'
History often repeats itself: During the tariff increases against China in 2019, Bitcoin soared 92% against the trend, becoming the best-performing asset. Now, under even stricter tariff policies, on-chain data has already revealed clues: In the past 24 hours, centralized exchanges saw a net outflow of 32,000 BTC, a three-month high; USDT's off-exchange premium soared to 0.5%, indicating a massive amount of fiat currency is queuing to enter.
Three major engines ignite the 'tariff market' in the crypto space
A surge of safe-haven funds is coming
As traditional assets are choked by tariffs, Bitcoin's 'digital gold' attribute shines once again. Grayscale's GBTC saw a single-day inflow of $180 million yesterday, marking the second highest record this year. "Capital is looking for assets that are not held hostage by geopolitical issues," a Bloomberg analyst stated, "Bitcoin's on-chain sovereignty has become the biggest bargaining chip."
Dollar liquidity is once again under pressure
A 70% tariff is equivalent to imposing an 'inflation tax' on the world, completely locking the Federal Reserve's space for interest rate cuts. Goldman Sachs warns: "Persistently high interest rates will accelerate the cracks in dollar credit." Meanwhile, Bitcoin's post-halving deflationary model has become the ultimate weapon against fiat currency inflation — institutional holdings have surpassed 40%, and a Fidelity report shows that the number of pension funds allocating to cryptocurrency has increased by 300% year-over-year!
Opportunities hidden within the mining machine supply chain
Are Chinese mining machine giants facing new tariff barriers? This may actually accelerate the globalization of mining sites. Data shows that the electricity costs in emerging mining sites like Ethiopia and Paraguay are as low as $0.03, and Bitmain has secretly deployed 200,000 new mining machines. "Miners are the ultimate arbitrageurs," revealed a former strategic director of Bitmain, "Electricity arbitrage + tariff arbitrage = epic returns."
Layout the golden window period before August 1st (key action guide)
Gradually build positions in Bitcoin on corrections: On-chain support is strongly focused on $55,000, and there may be a final opportunity for low buying before tariffs are implemented.
Invest in mining stocks and computing power tokens: Focus on targets like MARA, RIOT, LPT, and ILV, as computing power prices are expected to soar
Oversold AI + Depin track ambush: Decentralized computing power networks like RNDR and AKT will take on the overflow demand from traditional cloud computing
Strictly avoid geopolitically sensitive tokens: Beware of country-related concept coins directly affected by tariffs (such as some supply chain tokens)
Morgan Stanley sent a key signal during an emergency meeting on crypto assets: "When tariffs destroy traditional cross-border trade channels, blockchain will become the digital Silk Road of the new century." Meanwhile, on-chain analyst @TxTrack monitored a mysterious address that received 15,000 BTC in one day — equivalent to an $1.8 billion bet that the 'tariff black swan' will help Bitcoin break through its previous high!
Historic moments never knock gently. The 2018 trade war propelled Bitcoin from $3,200 to $69,000, and now under a 70% tariff nuclear bomb, a crazier capital restructuring has begun — will you choose to be a bystander or a trendsetter?
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