When the tariff war sounds, gold flows like water; when Bitcoin rises, shorts all lie flat!
Trump is swinging the tariff stick again, this time targeting the EU, and the market instantly became tense. But don't panic! In times like this, Bitcoin becomes even more appealing! Why? Because when funds get scared, they rush to assets that resist inflation and sanctions, and Bitcoin is the hardest safe-haven choice!
Historical script replay?
In May, Trump just threatened to impose a 50% tariff on the EU, Bitcoin fell and then surged, institutions frantically bottomed out, and the price skyrocketed! Today, as the news broke, Bitcoin directly broke through $118,000, while European stock markets were in the red—this is a classic operation of 'safe-haven funds relocating'!
On-chain data is even more powerful:
The surge in USDT transfer volumes indicates that large funds are using crypto channels to transfer assets, avoiding troubles in traditional finance.
The decline in BTC reserves at exchanges indicates that someone is hoarding, waiting for a price increase!
Is the EU's 'non-retaliation' a smokescreen?
Saying they don’t want to fight, but in reality negotiating! However, Trump's tariffs are likely to be implemented, leading to increased market volatility!
For veterans: This is a godsend opportunity for arbitrage! For instance, last time the ETH/BTC exchange rate played 'roller coaster', the price difference on exchanges widened, and those quick enough made a fortune!
For beginners: High leverage = a harvesting machine for retail investors! The $300 million liquidation in May was a bloody lesson!
Which coins will benefit more?
Bitcoin (BTC) - The top choice for a safe haven!
Compliant stablecoins (USDT, USDC) - Companies may accelerate cross-border payments using blockchain, leading to a surge in demand!
Mining company stocks (like Canaan) - When the last tariff news broke, mining stocks soared even more than BTC!
Zhuque's perspective:
In the short term, the tariff war = Bitcoin's 'booster pack'! Institutions are secretly positioning themselves amid the panic; we need to follow the trend!
But! This surge has 'policy premium' risks; if the EU backs down by the end of July, or if the tariff intensity is less than expected, the market may correct!
