A White House decree delaying tariffs has ignited the global market, with undercurrents in the crypto space, a capital migration is quietly beginning.

U.S. Treasury Secretary Scott Bessenet dropped a bombshell in front of the camera: 'President Trump will send letters to some of our trade partners, stating that if you do not expedite the process, then on August 1, you will return to the tariff levels of April 2.'

This is not an ordinary delay, but a countdown to the death of the global trade war—on August 1, countries that have not reached an agreement with the U.S. will face punitive tariffs of 25%-104%. EU trade spokesperson Olof Gill urgently stated: 'We are doing our utmost to reach a principle agreement by Wednesday.'

01 Tariff Delay: The Calm Before the Storm

The Trump administration is implementing an 'extreme pressure' strategy, superficially delaying the tariff deadline from July 9 to August 1, while actually holding three swords: imposing a 25% tariff on Canada and Mexico, a 24% tariff on Japan, and a staggering 104% tariff on Chinese goods.

White House National Economic Council Chairman Kevin Hassett hinted: 'There are matters close to (agreement) that may exceed the deadline.'
This ambiguous attitude has left global trade partners uneasy—Commerce Secretary Howard Letnick clearly warned: 'Tariffs will take effect starting August 1, the president is setting rates and deals.'

The market reacted violently, with Bitcoin performing a dramatic comeback after the announcement, rising over 1% in a single day, breaking through $109,000. The meme coin leader TRUMP is poised to rise above the key support level of $8.43, with the MACD indicator flashing a bullish crossover signal.

02 Short-Term Impact: Liquidity Crisis Approaches

Don't be fooled by the superficial rebound! The (Great Beautiful Act) recently passed by the U.S. Congress is laying hidden mines—this act raises the debt ceiling from $4 trillion to $5 trillion, forcing the Treasury to issue bonds on a large scale to replenish the TGA account.
The Federal Reserve is not expanding its balance sheet by purchasing bonds, market liquidity will rapidly tighten, akin to removing the oxygen tank from the cryptocurrency space.

Even more perilous is the Japanese central bank's interest rate hike black swan—if the yen rapidly appreciates, it will force trillion-dollar arbitrage trades to close, triggering a global asset sell-off. Historical data reveals a brutal pattern: Bitcoin, as a cutting-edge risk asset, is far more sensitive to liquidity than traditional assets, often dropping first.

The technical indicators have turned red: BTC has stood above $109,000, but $108,000 is not a solid bottom support. Analysts warn that it may retest the psychological level of $100,000 in the short term, with bears lurking.

03 Structural Mega Change: Bitcoin's Glamorous Turn

When the heavy hammer of tariffs falls, the global supply chain will be completely restructured. The cargo volume at the Port of Los Angeles has plummeted by 35%, and retailers can only maintain inventory for 5-7 weeks.
This crisis will reshape Bitcoin's asset attributes—from a risky speculative asset to 'digital gold.'

Four major transformation signals have emerged:

  • Dollar hegemony cracks widen: March SWIFT data shows that the proportion of RMB settlements has risen to 3.5%

  • Institutions are going on a buying spree: MicroStrategy's holdings have soared to 214,000 BTC

  • Whales are quietly positioning: On-chain data shows that 213,000 BTC were absorbed by whale addresses after the tariff announcement.

  • Safe-haven funds are shifting: the correlation between gold and Bitcoin surpasses that of tech stocks.

Bainstein analysts reveal the truth: 'Sovereign nations will hoard gold and Bitcoin as an economic buffer, and the U.S. will lead the shift to support cryptocurrencies.'

04 Beneficial Assets Panorama

In this capital flight, three major cryptocurrency assets will become the biggest winners:

  • Bitcoin's return to glory: demand for inflation hedging surges, core PCE may break 5%. Bitwise analysts predict: 'The end result is the same: higher prices, faster speeds.'

  • Trump Concept Coin (TRUMP): Futures open interest stabilizes above $357 million, with the technical picture showing a triangular consolidation pattern; breaking above $10 will unleash an upward potential.

  • Cross-border payment token (XRP): The tariff war accelerates the deployment of blockchain cross-border payments, XRP surges 2% in a single day, if giants like Walmart integrate crypto settlements, daily trading volume may exceed $50 billion.

South Korean exchanges have made a bold move—Upbit and Bithumb have simultaneously launched leveraged lending services, allowing users to borrow funds using BTC, XRP, and other cryptocurrencies as collateral.
This is no coincidence, but a surge in market volatility anticipated under the impact of tariffs.

Ultimate Operation Manual

Short Term (within 1 month)

Beware of liquidity exhaustion by the end of July: if BTC falls below $105,000, step in with a staggered position; if it breaks above $112,000, chase the upward trend.
Trade TRUMP coin in the $8.4-$10 range, selling high and buying low, break out on volume to chase the rise.

Medium Term (by the end of the year)

Dollar cost averaging Bitcoin + ETH futures to hedge against stagflation, focus on U.S. import price index and Bitcoin ETF fund flows (currently dailynet inflow exceeds $1 billion)
Allocate 5% of the position to geopolitically sensitive currencies (TRUMP, policy tokens)

Long Term (1 year or more)

The ultimate game focuses on the U.S.-China tariff framework: If the world splits into two major trade camps, Bitcoin's market capitalization willAim for $10 trillion
Bet on DeFi cross-border settlement agreements, tariff restructuring will give birth to$1 trillion on-chain trade market

A historic turning point has arrived. When the tariff hammer truly falls on August 1, the supply chain rupture will ignite the inflation powder keg—American retailers will only have 5-7 weeks of inventory left, cargo volume at the Port of Los Angeles has plummeted by 35%, and core PCE may break 5%.

In this crisis, Bitcoin is breaking free from the shadow of tech stocks, with its 30-day correlation with gold reaching a historic high.
Bain Capital analysts reveal the truth: Sovereign funds have quietly adjusted their portfolios, with gold and Bitcoin becoming the new dual champions of national reserves.

The cracks in the fiat currency world are precisely the dawn of a new order in cryptocurrency.

At this moment, will you choose to be a bystander or a planner? Pay attention to the strategy, and know the real-time tactics in advance every day!