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Capital trends: Bitcoin ETF is attracting funds against the trend, while Ethereum ETF is facing sell-offs.
Bitcoin ETF: A net inflow of $218.1 million yesterday, with significant signs of capital bottom-fishing, indicating that some investors' long-term confidence in Bitcoin remains intact.
Ethereum ETF: Net outflow of $51.3 million, with funds withdrawing for several consecutive days, and market divergence regarding ETH's short-term trend has intensified.
Tariff bomb explodes the market
The Trump administration is serious this time: a 10% tariff on all imported goods effective April 5; differentiated tariffs will take effect on April 9, with China's highest rate at 34%, affecting the EU, Japan, South Korea, and more.
Market reaction: Bitcoin experienced a roller coaster, first soaring to $88,500, then plunging to around $82,000; Ethereum dropped below $1,800: over a 1.8% drop in 24 hours; U.S. stock futures crashed: S&P futures fell nearly 3%, and stock markets in Japan and South Korea opened sharply lower; inflation warning: UBS warns U.S. inflation could spike to 5%, the EU president exclaimed 'the world economy is severely hit'.
Institutions are strategically positioning themselves amidst the chaos
The market is in chaos, but large institutions are quietly profiting: Grayscale has launched two Bitcoin ETFs, and options and premium income products are online; Fidelity has opened the floodgates, allowing retirement funds to directly buy BTC, ETH, LTC; the CME is making big moves with Bitcoin spot futures launching in June, with positions lasting up to 5 years; the U.S. has passed a stablecoin bill requiring 1:1 reserves, with anti-money laundering measures intensified.
Be cautious of on-chain anomalies
SOL whale suddenly transferred $8.54 million to Binance, still holding $68 million in chips; W token surged 10% to $0.083 but is highly volatile, be cautious of being liquidated; the FDUSD debacle: Sun Yuchen revealed the issuer's bankruptcy, Binance rushed to issue a statement saying 'funds are sufficient'.
Global chain reaction
Canada firmly announced countermeasures against U.S. tariffs; South Africa has taken strong measures to make unregistered crypto trading illegal; the probability of interest rate cuts by the Federal Reserve is rising, and the market bets on a potential fourth rate cut this year; the Bitcoin reserve bill has passed, and the Arizona state government is looking to stockpile coins.
Other focal dynamics
Musk urgently refutes rumors: I did not resign from my position at Dogecoin!
TikTok's U.S. business has hope: a16z, Blackstone, and other big players are teaming up to take over;
The Bitcoin development team has encountered obstacles: Google suddenly shut down their mailing list.
BTC market analysis
Last night, the U.S. imposed additional tariffs, causing a significant market drop; the subsequent rebound is a normal fluctuation. For short-term operations on BTC, focus on the key resistance zone around 84000-85000: if the price can break through this range, consider following up with a long position; if it rises to this point and then drops back down, consider selling at a high. In short, just follow the market trend, don't stubbornly resist the direction.
Summary: The market is like walking on thin ice
The impact of tariffs continues: the 'reciprocal tariffs' take effect on April 9, raising the risk of a global trade war. Inflation and policy tug-of-war: if U.S. inflation spikes to 5% due to tariffs, the Federal Reserve may be forced to cut rates early, but restoring market confidence will take time. Crypto market vulnerabilities: whale sell-offs, a trust crisis in stablecoins, ETF fund divergence, and short-term volatility may intensify. This storm triggered by tariffs has just begun; those with positions are advised to set stop-losses, and those without shouldn't rush to bottom fish. Follow the public account: Coin Future Welcome to exchange and learn.
(This content is for the vast number of crypto enthusiasts to learn and exchange, and does not constitute investment opinions or advice; please view it rationally, establish correct concepts, and enhance risk awareness.)