I brushed past the news about Trump imposing tariffs, and this guy was so scared that he was flustered and hurriedly tried to liquidate his mainstream crypto assets at $28,000, but a week later it shot back up to $32,000! He's still slapping his thigh and complaining about the pain, telling everyone, 'At that time, my mind was stuck in the door, I was such a complete fool!'
Now it gets more exciting! On November 5th, the Supreme Court is going to rule on whether these tariffs are legal or not, and the $1.4 trillion refund crisis is hanging over our heads! Many friends are panicking, messaging me asking, 'Does this mean the crypto circle is going to collapse?' Don't worry, let me break down the core logic for you; this situation is not only not scary, but it might even hide opportunities!
First, let me highlight my core viewpoint: the tariff case is just a “paper tiger” style big test. The crypto space is no longer in the wild era of price fluctuations based on news. With institutional support and clear regulations, we can hold steady!
First, the resilience of the crypto space is even stronger than that of the US stock market! During the tariff shock in April, mainstream crypto assets only dropped by 5%, while the US stock market directly collapsed by 10%! Why is the difference so big? Because the market landscape has changed — large enterprises like ETF and MicroStrategy already hold 10% of mainstream crypto assets. Institutional support is not just talk; it’s like providing a “safety cushion” for the market. Even with short-term fluctuations, it won't drop significantly!
Second, losing the lawsuit may actually be a great benefit! This sounds counterintuitive, but let’s do the math: US companies have already paid 210 billion in tariffs. If the court rules the tariffs invalid, this money will be refunded, directly reducing corporate costs and stabilizing the global supply chain. At that time, those idle funds will definitely seek high-yield channels, and crypto assets, as high-quality risk assets, will undoubtedly be highly sought after!
Third, even if we win the lawsuit, don't be afraid! To take a step back, if tariffs are really maintained, historical data has long proven that the drop in the crypto space will definitely be smaller than in the US stock market. More importantly, the regulatory framework is becoming clearer. Both Hong Kong and the US have introduced new regulations, and we won't see the chaotic ups and downs like in 2020 anymore. The market is becoming more standardized, which is a good thing in the long run!
Here are 3 pieces of hard-earned advice for new friends, understanding them can save you 3 years of detours, and don’t repeat Xiao Li’s mistakes! ① Don't be a “news lamb”! Before macro news lands, price fluctuations are mostly just emotional turmoil. Rushing to cash out is just giving money to others! Isn’t Xiao Li’s lesson deep enough? ② Keep an eye on institutional movements! ETF inflows and large enterprise holdings are true signals, 100 times more reliable than those speculative news! Following institutions can help you avoid pitfalls! ③ Keep your position within 30%! Regardless of the outcome of the verdict, only invest idle money, with a maximum position of 30%. Even if there are short-term fluctuations, you can withstand it and won’t panic to sell at the bottom!
Family, in the current crypto space, it’s not about who has the most timely news, but who can see through the underlying logic and maintain a steady mindset! This tariff case is a “touchstone”, eliminating those who chase the highs and lows, leaving behind winners who understand logic and have patience!
Who still wants to be the unfortunate one led by the news? Who doesn’t want to steadily profit during a big market trend? Follow me!
