7.8 Macroeconomic Market Analysis

Hello brothers, a lot has happened after waking up. Trump has extended the tax increase deferral period to August 1, announcing a 25% tariff on two good brother countries, Japan and South Korea, and a 25% to 40% tariff on South Africa and several Southeast Asian countries.

Only the European Union claims that trade negotiations with the United States are making good progress. After this news, the valuation of U.S. stocks dropped by about 1%. U.S. Treasury bonds fell, with long-term bonds performing particularly poorly. In the past, when U.S. Treasury yields rose, everyone would buy Treasury bonds, which negatively affected the crypto market. Now, as Treasury yields rise, fewer people are buying, and funds are beginning to flow into Asian stock markets and BTC.

The Great American Bill has accelerated this trend.

On the ETF side, funds have been pouring in, with $400 million, $600 million, and $50 million inflows in the last three days, respectively. Coinbase saw an outflow of 10,000 BTC yesterday.

The big move is coming; we are just waiting for the tariffs from Trump to take effect. Now that the EU is in good standing, we can ignore other small countries and mainly focus on the situation in Japan, South Korea, and China.

The major players will not push up prices before the tariffs are finalized in key countries, as they are also waiting to see if there will be a final dip; if so, they will accumulate more.

It is recommended to invest in BTC in batches, and if it drops below $100,000, be bold and buy the dip.

This analysis is for friendly reference only; adults must take responsibility for their own decisions.

Investment carries risks; please invest with spare funds and think independently!