The 'Black Monday' in March 2025 Shocked Global Financial Markets: Bitcoin Plummeted from $74,000, Although it Subsequently Rebounded to $79,000, the Market Remained Shrouded in Deep Panic. U.S. Stock Futures Circuit-Breakered, Asian and European Markets Fell into Chaos, with Both Traditional and Crypto Assets Facing Massive Sell-offs.
But We Believe This is Not a True 'Crisis', but a Premeditated Liquidity Withdrawal Event Triggered by Policy Direction - and All of This Seems to Be Part of Trump's Plan.
🧩 The 'Driving Force' Behind Global Financial Market Panic
Former U.S. President Donald Trump Resumed a Large-Scale Tariff Offensive in Early March, Targeting Not Only Chinese Products but Also Affecting Several Smaller Economies.
A Series of Chain Reactions Quickly Spread: Asian Markets Hit Limit Down, European Bank Stocks Plummeted, and Funds Accelerated Withdrawal from Traditional Markets.
The Federal Reserve's (FOMC) Emergency Closed-Door Meeting, Confusion in Media Information, and Ambiguity from Government Officials Regarding Policy Details All Confirm That the Situation Has Exceeded Expectations.
This is Not an Isolated Incident, but a Deliberately Induced Financial Shock, Aimed at Forcing the Federal Reserve to Initiate Rate Cuts.
💡 Why Did Trump Create This 'Collapse'?
U.S. National Debt Has Exceeded $36.6 Trillion, Operating at the Current 4.5% Interest Rate is Unsustainable. Therefore, Manipulating Demand Downward, Creating a Deflationary Illusion, and Forcing the Federal Reserve to 'Pivot' Has Become an Operational Strategy.
In Other Words:
Tariffs are the Match, Market Collapse is the Flame, and the Goal is - Interest Rate Cuts and Re-inflation.
In Terms of Results, This Strategy Has Achieved Significant Effects:
Top Hedge Funds on Wall Street (such as Millennium, Citadel) Begin Rapid De-risking
The Cryptocurrency Market Experiences a Waterfall Liquidation, Funds Flow Back to Safe-Haven Assets
The Market is 'Pressuring' the Federal Reserve to Respond
🏦 The Federal Reserve's Dilemma and the 'Reverse Volcker Moment'
According to the Latest Federal Funds Futures Data, the Market Anticipates the Federal Reserve Will Cut Rates by 50 to 100 Basis Points Within the Next 48 Hours, and Another Cut in May is Almost Consensus.
We are in a Historic 'Reverse Volcker Moment':
There is No Time for a Gentle Pivot, We Can Only Collapse First and Then Rescue.
Once the Federal Reserve Begins Easing Policies, Liquidity Will Quickly Flow Back to High-Risk Asset Markets.
The Crypto Market Will Be Among the First Beneficiaries.
📉 Not Surrender, but Restart: The Summer Bull Market of 2025 is Brewing.
Although the Market Remains Volatile in the Short Term, the Long-Term Logic Has Completely Shifted to Bullish:
Macro Trends: Interest Rate Cuts → Monetary Easing → Recovery in Risk Asset Prices
Structural Factors: Weakness in Traditional Finance, Highlighting the Appeal of Crypto Assets
Market Sentiment Cycle: Accumulating in Panic, Selling in Greed, Now is the Time for 'Smart Money' to Position
As BlackRock CEO Larry Fink Said:
"The Market May Still Drop 20%, but That is a Once-in-a-Lifetime Buying Opportunity."
✅ Conclusion:
The Sudden 'Black Monday' in 2025 is Essentially Not an Economic Crisis, but a Deliberately Triggered Policy-Driven Market Cleansing. The Trump Administration Utilized Tariffs to Create the Illusion of Demand Collapse, Forcing the Federal Reserve to Abandon Tightening Policies.
For the Crypto Market, This Means Two Key Phrases: Liquidity Return and the Start of a New Bull Market.
Bitcoin and Ethereum May Not Have Hit Bottom Yet, but They Have Already Entered the Optimal Accumulation Zone. In the Coming Months, With Policy Clarity and Market Rebound, the Summer to Autumn of 2025 Is Expected to Welcome New Historical Highs (ATH).
Panic Belongs to Retail Investors, Opportunities Belong to the Prepared. Now is the Time to Start Positioning.
