When the tariff club strikes global trade, Bitcoin is growing new wings in the cracks— not all volatility is called risk; some volatility is called opportunity.
1. Short-term bearish: Retailers don’t panic, but hold steady!
Trump raising tariffs is like suddenly cutting off power to global trade; both the stock and crypto markets will shake in the short term.
Case study: When he raised tariffs by 10% in April, Bitcoin plummeted 8% in one day, and mining stocks faced a sharp decline.
My judgment: This time, with a 20% tariff, the market seems 'numb', but it is purely 'retail fatigue'—once it really lands, BTC will likely take a dip along with the US stock market!
2. Long-term bullish: Bitcoin's 'golden script' is coming!
The harsher the tariff war, the bigger the loopholes in the fiat currency system, and the more valuable Bitcoin's hedging properties become! After Brazil raised tariffs by 50%, the local currency real collapsed, and the public frantically bought BTC to hedge, surging 15% in a single week!
Tang Seng's viewpoint: Don't be fooled by short-term fluctuations!
Institutions have secretly laid out: Bitcoin ETFs saw a net inflow of $1.5 billion last week, and the US is about to pass the (stablecoin bill), giving the crypto market a 'license'. Remember: Wall Street's sickle always picks up cheap chips during policy panic!
3. Miners' life-and-death situation: Costs have surged by 30%, but smart people can survive!
Mining machines are mainly produced in China, a 20% tariff = North American mines will spend 30%-70% more on mining machines!
Case study: The cost of Antminer S21 will soar from $68,000 to $95,000, leading to a wave of bankruptcies among small mines.
Key to breaking the deadlock:
Self-operated mines may face explosion risks, avoid related concept stocks!
Cloud computing platforms shift costs through 'rented computing power', and their decline is only 5%—those who survive are the kings.
August 1st tariff implementation day might be the best ambush point for the 'golden pit'!
If you are still asking 'Should I flee?', consider this: Why is El Salvador's president taking the lead in increasing Bitcoin holdings? Why is BlackRock shouting 'risk' while crazily attracting capital with ETFs?
The answer is simple: When fiat currency cracks, Bitcoin is the only globally accepted 'tempered glass'.
Trump's tariff threat is essentially a 'negotiation tactic', but Bitcoin never waits for anyone to act—it only rewrites the rules.
Daily sharing from Tang Seng: If you feel helpless and confused in trading right now, tap my profile for a follow, and you won’t be lost in this bull market again!
