The Nasdaq plummeted by 6%, an economic crisis is approaching, will the crypto world also face an unprecedented waterfall? Will the bears stand atop the world, laughing proudly?
Answer: I really don't think so. I can even feel that the crypto world will迎来明显的转机 in the next month or two.
1. In the context of deglobalization, the U.S. tariff showdown, WTO agreements becoming worthless, the U.S. splitting apart, Europe splitting apart, the U.S. and its neighbors clashing, the U.S. bullying its former allies, Musk digging up old corruption cases to retaliate against the left, and Tesla being maliciously shorted, all these negative factors have led to global investor panic, with selling pressure currently exceeding buying pressure, and investors are afraid to buy.
2. However, just one day after the tariffs were announced, I found a turnaround from the latest details from the U.S. government. Some countries support the tariffs without retaliating: the UK, Argentina, Japan, Australia, and Italy. Most countries chose to remain silent without issuing statements.
3. Currently, the strongest reaction is from France, which wants to rally other European countries to jointly resist. However, Europe’s opinions are not unified, and political views are severely divided. Having lived in Western Europe for many years, I strongly feel that Europe’s technological development lags far behind that of China and the U.S. The years of refugee crises in the Middle East have harmed national foundations, and in recent years, prices have soared, leading to significant public grievances.
4. The tariffs resemble a face-saving project for the U.S. government. After announcing them, they added a note: do not retaliate rashly, we are very principled; at the same time, Trump clearly told you today that you need to present 'remarkable' things to negotiate, Greenland in Denmark, the Panama Canal, and Europe’s attitude towards Russia will largely become bargaining chips in negotiations.
5. Last night, Trump shouted for interest rate cuts again, and some Wall Street giants have already begun betting on four rate cuts within the year. The U.S. stock market is Trump's face, and he will not let it collapse.
6. Trump is like a madman turning against all allies and heads of major powers; the so-called democracy, rule of law, and status mean nothing in front of Trump; if the Fed chair has both IQ and EQ, he knows how to choose. Moreover, different officials from the Fed frequently appear and speak; they are definitely not here to sing a different tune from Trump; this is paving the way.