Brothers, the global financial battlefield has suddenly escalated!
This morning, the White House announced: Trump signed an executive order imposing tariffs of up to 50% on Brazilian goods, while reaching an agreement with South Korea to levy a 15% tariff in exchange for South Korea's $350 billion investment returning to the U.S.!
Did you hear clearly? This is not negotiation; this is a hard harvest of capital, a new round of 'dollar hegemony' global bloodsucking!
And this trade storm + capital migration is quietly affecting the cryptocurrency market—BTC and USDT are being rapidly accumulated by the main players as safe-haven assets; the market direction has completely changed!
Old Zhu analyzes:
1. Trump's move is equivalent to directly igniting 'global capital reshuffling'
This operation is not a small matter but a precise strike + capital redistribution:
Brazil suffers a heavy blow: a 50% tariff directly strangles the low-price export chain
The most affected are bulk commodities and raw materials exports, including iron ore, soybeans, meat, etc.
The Brazilian real exchange rate is likely to plummet, and domestic capital liquidity will become urgent—hot money will inevitably flee!
South Korea's 'bleeding': the $350 billion investment commitment is equivalent to a disguised capital transfer
Large Korean enterprises may be forced to reduce their layout in Asia and the Middle East, turning to the U.S. domestic market.
The risk of the Korean won weakening is rising, safe-haven sentiment is increasing, which may boost short-term demand for cryptocurrency assets.
2. Strong capital absorption by the U.S. = short-term 'passive benefits' for the cryptocurrency market?
What changes will occur in the cryptocurrency market under such a 'strong dollar harvesting situation'?
Expectations for hot money returning are strengthening, U.S. stocks may warm up in the short term, but at the same time, safe-haven sentiment is also rising.
Emerging markets are turbulent, especially in Latin America and Asia, where capital is accelerating outflow; the demand for stablecoins and BTC hedging is likely to rise!
Market panic volatility is rising, and during the upward movement of the VIX index, it is often the starting point for intense fluctuations in BTC.
What does this mean? In the short term, the cryptocurrency market may usher in a **'reverse capital absorption' logic: macro risks push BTC to become a shifting battlefield!
Trump's sudden tariff policy, analysis of its substantive impact on the cryptocurrency market!
1. South Korea's $350 billion investment may trigger a 'Korean coin' capital vacuum, and some projects may face short-term selling pressure
Although the agreement reached between Trump and South Korea appears to be cooperation, in essence, it is capital extraction:
South Korea needs to extract hundreds of billions of funds from its large enterprises to inject into the United States;
Including traditional technology, finance, emerging industries—cryptocurrency projects are precisely 'liquidity preference assets'.
Potentially affected cryptocurrencies: KLAY, ICON (ICX), AERGO, BORA and other Korean project tokens
Most of these projects are supported by Korean capital or headquartered in Korea. If investment tension arises, they may be marginalized in the short term, facing increased selling pressure and high probability of capital flight. Attention should be paid to their on-chain TVL and whale transfer behavior.
2. Latin American cryptocurrency 'mining projects' may suffer collateral damage, need to guard against the spread of mining coin risks
Brazil is an important global exporter of bulk raw materials and electricity, and many Latin American mining projects (such as those in Argentina, Chile border areas) have dependencies on Brazilian electricity and raw materials.
If Brazil faces capital outflow and electricity price shocks, it may lead to:
Mining project costs increase, profits compressed;
Some POW-based coins (such as Kaspa, Zilliqa, etc.) are facing community pressure.
Strategic advice: In the short term, avoid 'mining coin concepts' that rely on Latin American computing resources, and focus on DeFi/stablecoins/U.S. ETF favorable cryptocurrencies.
Old Zhu summarizes:
This round of news is a typical double blow of geopolitics + trade, the core result is:
The assets of Brazil and South Korea are being revalued, and the depreciation pressure on emerging market currencies is increasing;
The U.S. side's bloodsucking policy strengthens the expectation of a strong dollar, causing foreign capital to withdraw from emerging countries.
What directly affects the cryptocurrency market is:
After the capital outflow from emerging markets, some safe-haven funds will short-term enter the cryptocurrency market to hedge exchange rate risks,
USDT and BTC have become short-term 'transfer warehouses', driving on-chain stablecoin circulation and trading activity to rise.
[Data Support] On July 30-31, the on-chain circulation of Tether slightly rebounded, and the liquidity of USDT in Curve/Uniswap pools significantly increased.
Trump's wave of tariff strikes is essentially a signal of the U.S. side's 'harvesting and reshuffling' of global capital,
And every macro shock is a golden opportunity for the main players to sneak away/layout/transfer positions!
Just remember one sentence:
The bigger the macro storm, the harsher the main players act! Following the panic, you'll never get a piece of the cake; following Old Zhu to watch the market, you will get on board before they set off the explosion!
The market has entered a critical moment. When the direction is unclear, the safest strategy is to follow the right people! Follow me, so you won't get lost. Old Zhu will help you understand the truth behind the news every day!