白鲸Crypto
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#美国加征关税
Why did Bitcoin drop?
Trump wants to lower interest rates to restructure U.S. debt (too much debt), so the U.S. is waging a trade war with a group of countries, deliberately using high tariffs to push up prices → create an illusion of economic cooling → force the Federal Reserve to cut interest rates. The cryptocurrency market and U.S. stocks are like plastic sisters, usually partying and having fun together. Now, large institutional investors are seeing their wallets shrink and are turning to the crypto market like an ATM to cash out, but U.S. stocks are actually quite strong! Over the past few years, despite high inflation + high valuations + high debt, they were still rising. A 15% pullback from the peak is a normal adjustment, and in the long term, it is not a major bear market, just taking a breather, and Bitcoin is the same!
How long will the trade war last?
Comrade Trump is currently playing in a group fight mode, waging trade wars with a group of countries. But the opponents are not to be underestimated; it seems this round will end faster than the one-on-one showdown between China and the U.S. (the most intense phase lasted a year). After all, the landlord's family has no surplus grain, and it is expected to be shorter than the previous U.S.-China trade war (no more than six months), normally around three months, with a policy turning point likely in June.
How should we play it moving forward?
The third quarter will be a period of policy implementation, and economic stimulus policies may be concentrated. Positioning in advance will make it easier to catch the rebound, with a time reference around late May. Technical points of interest: watch around 74,000 for $BTC , and around 1,500 for $ETH . Don't panic about short-term pains; look for opportunities in May, and keep a close eye on the policy direction in the third quarter.
Why did Bitcoin drop?
Trump wants to lower interest rates to restructure U.S. debt (too much debt), so the U.S. is waging a trade war with a group of countries, deliberately using high tariffs to push up prices → create an illusion of economic cooling → force the Federal Reserve to cut interest rates. The cryptocurrency market and U.S. stocks are like plastic sisters, usually partying and having fun together. Now, large institutional investors are seeing their wallets shrink and are turning to the crypto market like an ATM to cash out, but U.S. stocks are actually quite strong! Over the past few years, despite high inflation + high valuations + high debt, they were still rising. A 15% pullback from the peak is a normal adjustment, and in the long term, it is not a major bear market, just taking a breather, and Bitcoin is the same!
How long will the trade war last?
Comrade Trump is currently playing in a group fight mode, waging trade wars with a group of countries. But the opponents are not to be underestimated; it seems this round will end faster than the one-on-one showdown between China and the U.S. (the most intense phase lasted a year). After all, the landlord's family has no surplus grain, and it is expected to be shorter than the previous U.S.-China trade war (no more than six months), normally around three months, with a policy turning point likely in June.
How should we play it moving forward?
The third quarter will be a period of policy implementation, and economic stimulus policies may be concentrated. Positioning in advance will make it easier to catch the rebound, with a time reference around late May. Technical points of interest: watch around 74,000 for $BTC , and around 1,500 for $ETH . Don't panic about short-term pains; look for opportunities in May, and keep a close eye on the policy direction in the third quarter.
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content. See T&Cs.
BTC
118,936.37
+1.28%
ETH
2,965.83
+0.71%
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