1. President’s “mouth cannon” overturned the cryptocurrency circle: a full review of the black swan incident

The “tariff storm” has hit market confidence hard

In the early hours of this morning, US President Trump announced on Twitter that "25% tariffs will continue to be imposed on Canada and Mexico", directly breaking through the market's fragile expectations for "Trade War 2.0". Bitcoin plummeted 9.3% in response, hitting a low of $88,500, the largest single-day drop in 2025.

It is worth noting that this crash is strikingly similar to the failure of Trump’s “Bitcoin Strategic Reserve Plan” on his first day in office - at that time, Bitcoin fell by more than 5% in a single day, and more than 230,000 people were liquidated.

Solana Unlocks the “Death Spiral”

To make matters worse, 11.2 million SOL tokens (worth about $1.6 billion) from the FTX bankruptcy legacy will be unlocked on March 1, and institutional buyers such as Galaxy Digital have made a profit of more than $3 billion. The market generally expects that this will trigger a massive sell-off. Today, the price of SOL has been halved to $140, and market maker Wintermute's early sale of $40 million in chips has exacerbated the panic.

Leverage meat grinder: 310,000 accounts were wiped out in 24 hours

According to Coinglass data, the plunge triggered a 6.3 billion yuan liquidation across the network, and 310,000 investors became "poor overnight." High-leverage contracts became "death accelerators," and Bitcoin's 15-minute K-line showed a continuous double kill of long and short positions, which can be called a "retail investor graveyard."

2. Top players have quietly taken action: These signals suggest a change in the market

Undercurrent of giant whales "swallowing coins": On-chain data shows that after Bitcoin fell below $90,000, more than 5 giant whale addresses holding 10,000 BTC increased their holdings against the trend, with the largest single purchase amount reaching $42 million.

ETF institutions "buy on dips": Although the net inflow of spot ETFs has slowed down, asset management giants such as BlackRock and Fidelity are taking large orders through dark pool transactions. Analysts speculate that their position building costs are anchored at the weekly 0.618 golden section (US$91,500).

Musk's "X payment" countdown: Tesla insiders revealed that DOGE may be connected to the X platform payment system in March. After a 12% plunge today, the whale address holdings increased by 15%, and the chip concentration reached the peak of the year.

3. History repeats itself? Three major bottom-fishing logic verifications

The “Trump Wave” Cycle

Robert Kiyosaki, the author of Rich Dad Poor Dad, once accurately warned: "The collapse caused by Trump's policies is the best buying point." After Bitcoin plummeted 23% on the 2024 election day, it rebounded 37% within 48 hours.

Technicals: "Extremely Oversold"

Bitcoin's daily RSI fell to 22, the lowest value since December 2024; Solana's four-hour chart showed a "bottom divergence", and the MACD green column began to appear, which may trigger a 15%-20% technical rebound.

Policy expectation gap game

Despite the frequent short-term negative factors, Brad Garlinghouse (Ripple CEO), who Trump plans to appoint as the "cryptocurrency czar", has drafted a regulatory relaxation plan, and the SEC may approve the first compliant Meme coin trading framework in March.

IV. Survival Guide: How can retail investors survive the storm?

Short term (72 hours): If Bitcoin stabilizes at $92,000, you can invest in DOGE and ETH with a small position (leverage ≤ 3 times) to bet on Musk’s orders and the positive impact of the Cancun upgrade.

Medium term (1 week): Keep a close eye on the on-chain data after the SOL is unlocked on March 1. If the whale’s takeover volume exceeds 30% of the unlocked volume, you can chase the rise on the right side.

Long term (1st quarter): Ambush RWA (such as ONDO) and AI track (such as FET). Standard Chartered Bank predicts that these assets will outperform BTC by 300% during the Fed’s rate cut cycle.

There is never a shortage of "Trump moments" in the cryptocurrency world, but the real winners always smell the scent of money in fear.

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