Yesterday's ETH deep washout, both bulls and bears suffered, truly turned the retail investors into art.
That spike in the early morning, shorts shouted 'if it falls below 4000, it will see 3800', but before they could finish laughing, they were slapped back by a rebound; bulls just caught their breath to add leverage, and the midday knife cut their accounts from green to red.
I said it yesterday—this position's capital structure is too chaotic, the traders either don't move, or when they do, it's a double kill.
Some people don't believe it, still arguing with me in the comments, saying 'No way, no way, ETH can still play like this?'
Now do you believe it? This is what Old Zhu often says—there are no gentle knives in the crypto world, only harvesting scythes.
What comes next?
Remember, the market fears your emotions the most; the traders are just waiting for you to lose control and hand over your chips.
1. News Nuclear Explosion Point: The 'Countdown to Death' Behind the Tariff Suspension
US-China Ceasefire: Both sides have suspended 24% tariffs for 90 days since August 12, but the 10% base tariff remains unchanged, and the powder keg is still buried underground.
History Repeats? Deadly Trap!: Looking back at April when Trump's tariff policy was introduced, Bitcoin plummeted to $74,500 in a single day, with a market cap evaporating by $300 billion and 120,000 accounts liquidated.
The Truth of the 90-Day Probation Period: US Treasury Secretary Becerra stated 'it ultimately depends on Trump's decision', and he could turn hostile at any time! China holds rare earths and TikTok review power to counteract, the game is far from over.
Core Conclusion: This is not peace, but a ceasefire! The crypto world must bet right in these 90 days!
2. Has Bitcoin's 'Safe-Haven Myth' Completely Collapsed? Data Exposes the Harsh Truth!
Linked to US stocks, becoming a high-risk gambling tool: In the April tariff storm, Bitcoin plummeted in sync with the Nasdaq index, with correlation breaking 90%, the so-called 'digital gold' is just a high-volatility speculative target.
Institutional Manipulation Evidence: Since the launch of the Bitcoin ETF, whales have manipulated prices through US Treasury yields and the US Dollar Index, with retail investors becoming easy targets.
True Safe-Haven King Rises: The market value of tokenized gold assets surged to $2 billion against the trend, and trading volume has doubled since Trump's inauguration! PAXG, XAUT, etc., have become new favorites.
Warning: Blindly hoarding Bitcoin? You are handing it over to institutions!
3. Counterattack from the Abyss! Three major wealth tracks have surfaced
1. Stablecoins: Noah's Ark in the Tariff Chaos
XBIT platform data: Stablecoin trading volume surged by 20%, new users skyrocketed by 32%! Amid fiat currency fluctuations, USDT and DAI become safe havens for capital.
Countdown to Fed's Easing: Goldman Sachs warns the probability of a US recession has reached 30%, expectations for a rate cut in September are rising, and stablecoins will become the biggest winners of QE.
2. Decentralized Infrastructure: The nuclear button to overturn old finance
XBIT-type platforms make a comeback: No KYC required, resistant to freezing, users hold their own private keys, decentralized exchanges become the first choice for panic funds.
Policy Dividend Erupts: The Trump family jointly established Bitcoin mining company American Bitcoin, Wyoming promotes the multi-chain stablecoin WYST, and government endorsement leads to an explosion in this sector.
3. Tokenization of Real-World Assets (RWA): The scythe harvesting the traditional market
Tariffs induce global supply chain reconstruction: Tokenized gold is just the starting point! Energy, chips, rare earths, and other tariff-sensitive assets are already on the chain.
Big Shark Layout Signal: BlackRock submits ETF for Digital Large Cap Fund, automotive finance companies transition to Bitcoin mining, $352 million mining machine orders exposed.
4. Trump's 'Tariff Conspiracy': A precise hunt targeting the crypto world
Data Evidence: Within 24 hours of the tariff policy announcement, the liquidation rate of long leverage positions exceeded 70%, with $850 million disappearing into thin air! The Trump team is accused of 'manipulating the market'.
Ultimate Goal: Defense of Dollar Hegemony
→ Tariffs force capital back to the US, consolidating the dollar's position 27;
→ If Bitcoin threatens the US Dollar, it will face even harsher suppression! A CEO of a major asset management firm stated: 'BTC is the number one challenger to the dollar's storage position!'
Prophecy: If tariffs restart in 90 days, Bitcoin will crash to the $60,000 mark!
5. Survival Guide: Immediately follow these 3 golden rules
Shift to Risk-Averse Assets: Reduce Bitcoin holdings, increase stablecoins + tokenized gold (PAXG, XAUT), with allocation ratio ≥30%
Migrate to decentralized platforms: Withdraw to XBIT-type self-custody wallets to avoid the bankruptcy risks of centralized exchanges (reference the collapse of FTX)
Ambush RWA Concept Tokens: Focus on Ondo Finance (ONDO), Mantra (OM), as tariff-induced supply chain reconstruction will ignite demand.
Final Warning: These 90 days are not a time to relax but a wealth window where you race against death! When traditional markets tremble due to tariffs, real veterans in the crypto world have already turned their guns around—stablecoins draining liquidity, RWA harvesting, decentralized regime revolution... History will only reward those who see the truth!
Bull market lying down to earn, chaotic times grabbing money! If you don't adjust your positions in these 90 days, you won't even qualify to be a retail investor!
Follow for updates! Next issue, Old Zhu will analyze in detail (3 major scythe-like assets)
