1. Trump's 'strategic reserve' drama: first pump and then bloodbath, are the retail investors uprooted?
On March 2, Trump suddenly announced on Truth Social that Bitcoin, Ethereum, Ripple, SOL, and ADA would be included in the U.S. cryptocurrency strategic reserve, claiming to create the 'world's cryptocurrency capital'. The news caused the market to boil, Bitcoin surged by $10,000 within an hour, approaching $95,000, and altcoins like SOL and ADA soared by 60% in a single day.
But the plot quickly reversed! On March 4, Trump swung the tariff stick, announcing tariffs on Mexico and Canada, causing both the U.S. stock and crypto markets to plunge; Bitcoin dropped 10% to $83,000, Ethereum fell below $2,100, nearly wiping out all gains. Even more absurd, a whale accurately ambushed the night before Trump's post, leveraging $4 million with 50x to control a $200 million position, making a wild 175% profit in 24 hours! This is not a 'strategic reserve'; it's clearly a 'retail investor reserve'!
2. The Federal Reserve's 'interest rate cut smokescreen': Wall Street enters to buy the dip, while retail investors become bag holders?
Just as the market wails, the 'friends' of the Federal Reserve are moving behind the scenes. Although Federal Reserve officials have frequently hinted at 'pausing interest rate cuts', crypto KOLs have already caught the wind: expectations for interest rate cuts in the second half of the year may stimulate BTC to break new highs. Last December, when the Federal Reserve cut rates, Bitcoin plummeted 5.3% due to a strong dollar; will this time be another 'open cut and secret harvest'?
More intriguingly, among Trump's 'cryptocurrency strategic reserve' task force, the White House cryptocurrency affairs director David Sacks is actually a partner at the Solana investment firm Multicoin Capital, and SOL is one of the designated 'approved currencies'. Policies are not yet in motion, but interests are already ahead—'mouse warehouses' in the crypto world are no longer a secret!
3. Survival rule in the crypto world: Don't trust slogans, only look at the wallet!
Trump's 'repeated jumps' and the Federal Reserve's 'expectation management' are essentially a game of 'capital hunting':
News manipulation: Creating FOMO emotions through policy announcements to attract retail investors to chase high prices;
Leverage strangulation: Frequent liquidations under high volatility, institutions accumulate at low prices;
Policy backhand: Negative factors like tariffs and regulations combined to complete the harvesting loop.
Let's take a look at the fate of 'Trump Coin' (TRUMP): from $70 it plummeted 80% to $14, how many people lost everything overnight! The crypto world never lacks 'narratives', what it lacks is the vision to see through the script.
4. Future outlook: The bull market is still here, but survival is key to laughing last.
In the short term, the market is still held hostage by policies and liquidity:
Good news: If the Federal Reserve cuts rates in the second half of the year, BTC may take the opportunity to surge to $120,000;
Bad news: If Trump's tariff war escalates, the risk of a linked decline in the U.S. stock and crypto markets will increase.
Advice for friends:
Position management: BTC accounts for more than 70%, be cautious with altcoins;
Reject FOMO: Trump's tweets may be 'harvesting signals', rather than 'wealth codes';
Focus on on-chain ecology: The bear market brews innovation, small funds can ambush potential protocols.
Conclusion
There are no saviors in the crypto world, only oneself can be the redemption. When Trump shouts 'Make America Great Again', please cover your wallet and ask in return: 'Can you first help my account break even?'
