A new script has emerged in the financial circle! The Trump administration suddenly announced that the originally scheduled reciprocal tariffs will be delayed for one week to take effect on August 7.
Although on the surface this seems like just a small adjustment in trade policy, the financial market will not easily overlook any signs of change, especially in the sensitive crypto market.
So, how will this delay affect Bitcoin and altcoins? Let's go over the key points 👇
1. Market sentiment: Where is the money flowing?
If the market feels 'the situation is easing' → funds may flow back to the stock market, putting short-term pressure on the crypto market.
If it feels like 'just the calm before the storm' → Bitcoin might be regarded as a safe-haven asset and rise instead. (During the 2019 trade war, Bitcoin fluctuated in sync with gold, but will this time replicate that? We need to observe.)
2. Expectations of dollar liquidity: Will interest rate hikes slow down?
The delay in tariffs may slightly ease inflation pressure, reducing the urgency for the Federal Reserve to raise interest rates. If the market feels that 'the dollar is becoming loose', it would be positive for cryptocurrencies in the long term, but the short-term impact may not be obvious.
Stablecoin Regulation: Stablecoins like USDT have always been linked to offshore dollar liquidity. If trade friction intensifies, the U.S. may strengthen scrutiny.
Keep a close eye on key timing!
August 2 (Non-Farm Payroll Data): If the employment data is too strong, expectations for interest rate hikes may rise, which would be negative for crypto.
August 7 (Tariff Implementation): Will there really be an increase? How much? It directly affects market sentiment.
The impact of this tariff delay itself is limited, but if combined with U.S. stock earnings reports, geopolitical conflicts, and the progress of Ethereum ETFs, market volatility may increase.
In short, the market is always telling a story, and what we need to do is not be swayed by short-term noise!
