As Trump's tariff hammer strikes the old order, Bitcoin quietly forges the ticket to a new world—
According to Deep Tide TechFlow, on August 7, U.S. Eastern Time, President Trump announced on social media that reciprocal tariffs would officially take effect at midnight that night. He claimed that billions of dollars would begin to flow into the U.S., primarily from countries that have 'taken advantage of America' for years; he also stated that the only thing that could hinder America's path to greatness is the radical left courts that wish to see the nation decline. #Tariffs
One, the 100% tariff on chips triggers a chain reaction
1. The battle for exemptions intensifies: Trump imposed a 100% tariff on imported chips, while industry giants such as TSMC, Samsung, and Intel, who promised to build factories in the U.S., quickly received exemptions. In contrast, semiconductor companies without factories, such as Nvidia and AMD, became precise targets, drastically increasing the risk of supply chain disruptions.
2. Cryptocurrency mining machines targeted: Chinese ASIC mining machines have been included in the tax list, which means that costs for North American miners could soar by 37%, and profits from new models like Bitmain's Antminer S21 Hydro will be directly halved.
3. India faces a dual blow: Due to purchases of Russian oil, India's tariffs doubled to 50%, and the collapse of the rupee triggered a crazy influx of capital into stablecoins, with USDT’s on-chain trading volume soaring 200% in a single day.
Two, the crypto market's 72-hour scare
1. Bitcoin flash crash warning: Looking back at the announcement of tariff policies in April, BTC plummeted 12% in a single day to $80,637, with liquidation amounts reaching $220 million within 24 hours. Tonight, history may repeat itself.
2. Institutional movements hide secrets: BlackRock's Bitcoin ETF had a net outflow of $1.8 billion in one week, setting a record high in 211 days; however, on-chain whale addresses bought back 34,000 BTC, and the ultimate showdown between bulls and bears is imminent.
3. Ethereum becomes a safe-haven 'dark horse': The ETH reserves of 64 institutions exceeded 3 million, and amid turmoil caused by tariffs, the TVL of DeFi lending protocols surged 23% in a week, with leveraged players turning to Lido staking to hedge against risks.
Three, three major profitable tracks emerge
1. Stablecoins become the 'Ark of the Apocalypse': As fiat currencies collapse in India and Latin America, the cross-border payment volume of USDT/USDC surged 540% in a month, and Circle urgently issued 5 billion USDC to cope with potential capital flight.
2. Privacy coins' 'dark rise': Monero (XMR) and Zcash (ZEC) saw their on-chain trading volume double in a single day, and tariff sanctions have created settlement demand for gray trade, with BTC exchange rates on the dark web at a premium of up to 35%.
3. Chip replacement concept coins rise: The decentralized computing power trading volume of Akash Network (AKT) surged 180% weekly, and the GPU leasing protocol of Render Network (RNDR) was snatched up by miners, with AI + blockchain projects poised to replace Nvidia’s ecosystem.
Four, Xiaowan's prediction
1. Tariff black swan VS interest rate easing golden wings: The Federal Reserve may cut rates early due to economic slowdown, and historical data shows that the average increase in BTC can reach 58% within 30 days after a rate cut.
2. Short-term 'meat grinder' market: $112,985 became the dividing line for BTC bulls and bears; if it falls below, it looks towards $105,000; if Ethereum cannot hold $3,545, it may trigger a series of liquidations in the DeFi sector.
3. Long-term 'golden rain' is coming: Taxation on mining machines accelerates the shift of computing power to the Middle East, and the day Bitcoin's hash rate rebounds from the bottom may witness the birth of thousand-fold coins.
Xiaowan's viewpoint:
The stricter the tariffs, the crazier the crypto market. During last year's Russia-Ukraine conflict, Ukrainians used Monero (XMR) to purchase arms, which quadrupled in price within a month; this time, Iran used USDT to procure food to circumvent sanctions, with on-chain transaction fees once skyrocketing to $200 each. Now hoarding privacy coins is akin to 'picking up gold'—Iranian tycoons have already purchased BTC on the dark web at a 35% premium.
As the White House tears apart the global trade map with tariffs, the censorship-resistant network created by Satoshi Nakamoto is devouring the old order. At this moment, one must either kneel before liquidation or hold their head high to embrace wealth—The interest rate 'nuclear bomb' in mid-to-late August, coupled with Bitcoin's halving aftermath, may become the biggest wealth opportunity in 2025.#关税 #美联储降息 #加密货币