😱 Woke up to find the crypto market in turmoil
$ETH ⚡️ Direct trigger: U.S.-China trade conflict escalates
1. 🇨🇳 China 'cuts supply' of key resources: China announces strengthened export controls on rare earths and related items. Rare earths are core materials for chips and new energy vehicles, and China controls about 90% of global production capacity. This move could severely impact the global supply chain.
2. 🇺🇸 Trump threatens 'retaliation': He threatens to impose a 100% tariff on Chinese goods (starting November 1) and cancels a meeting with Chinese leaders, causing U.S.-China relations to quickly deteriorate.
$BNB 💥 The deeper logic behind market panic
· Fear of 'Trade War 2.0': The 2018 trade war led to a 20% crash in U.S. stocks and a halving of Bitcoin's value. Historical shadows reappear, with capital rapidly fleeing risk assets.
· Cryptocurrencies are the first to bear the brunt: Trade war → increased economic uncertainty → high-risk assets (such as cryptocurrencies) are sold off; a stronger dollar (due to safe-haven demand) → further suppresses coin prices.
· The chain reaction has just begun: If tariffs are truly implemented, it may trigger:
· China's countermeasures (such as expanding export restrictions)
· Global supply chain paralysis (factories halting production due to lack of parts)
· The Federal Reserve delaying interest rate cuts (tariffs pushing up inflation)
$SOL
🔄 Key follow-up observation points, worth monitoring
· The intensity of China's counterattack (whether the scope of controls is expanded)
· Whether U.S. tariffs are implemented
· The Federal Reserve's policy statements (if inflation rises due to tariffs, rate cuts may be delayed)
💎 Here are the summaries and suggestions, be cautious
· Trump's 'small essay on the trade war' ignited market panic, with cryptocurrencies as high-risk assets being sold off first.
· ⚠️ Do not blindly catch the falling knife! Wait for clarity on the U.S.-China situation (focus on the Chinese response and actual implementation of U.S. tariffs this weekend).
· In a trade war environment, safe-haven assets (gold, U.S. dollar) may strengthen, while risk assets (stocks, cryptocurrencies) may come under pressure.
Remember: When gods fight, retail investors should be cautious! 😭
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