Trump's Intervention, What Is the Fate of BTC and ETH?

Who could have imagined that US stocks would stop falling in the escalating trade war last night! Currently, BTC has surged significantly by 6000 points to 81,000, and ETH is also about to return to 1600. At this moment, the global capital market is completely influenced by Trump alone. I carefully studied his numerous public statements last night to gauge the future trends of the crypto market.

Progress in Tariff Negotiations?

Trump stated that significant progress has been made in tariff negotiations with multiple countries. Countries like Vietnam, Argentina, and Israel have proactively proposed to reduce tariffs and non-tariff barriers, and the EU has essentially eliminated auto tariffs. The Israeli Prime Minister personally went to the White House to express the desire to eliminate the trade deficit with the US, the Prime Minister of Vietnam indicated a plan to purchase US defense and security products, and the Japanese Prime Minister is also preparing to express loyalty to the US, all of which have received Trump's approval. It is expected that other countries will follow suit.

Good News in International Situation?

Trump mentioned that the Gaza conflict will soon come to an end, negotiations with Iran have commenced, and talks between Russia and Ukraine are also continuing. If these indeed materialize, the global market's risk appetite will significantly increase.

Social Media Statements Contain Secrets

Trump's statements on social media mainly have three themes:

1. Pressuring the Federal Reserve to Cut Interest Rates: Continuously forcing the Federal Reserve to cut interest rates based on data details, with May's rate cut expectations nearing 40%. Once rates are cut, liquidity in the market will become more abundant, potentially increasing the funds flowing into the crypto market.

2. Increasing Tariffs on China: Announcing a continued 50% tariff on China. Previously, China's cumulative tariffs on US exports had reached 74%, and with this additional 50%, it totals 124%. Trump negotiates with various countries through tariffs to redefine trade rules. This measure will have profound impacts on the global economy and capital markets, and the crypto market will find it hard to remain unaffected.

3. Stepping on the Democratic Party: This is more of a political game, but it may also affect the market's expectations regarding the stability of US policies.

Trump is adept at exaggerating his abilities and achievements, so we must view these favorable conditions objectively. The impact of tariffs will not disappear in a few days; it will require time to unfold, but currently, it is very likely that a gold pit is being created under the maximum range and intensity of panic effects. For BTC and ETH, opportunities and risks coexist, and investors must remain rational and closely monitor market dynamics. #风险回报比