The Americans are at it again with tariffs! Is the crypto world really going to change this time?
I just came across some news - Trump is back at it again! This old man is waving a "trade barrier" sign and making threats, saying that any country that can't reach an agreement within 90 days will face painful tax increases. To be honest, this operation looks familiar; people saw his antics during the 2018 trade war...
Honestly, every time there's such a globally impactful event, the crypto world actually hides opportunities. Last time during the trade war, Bitcoin surprisingly rose by 37%, and this time the script might be even more exciting. Three hours ago, a buddy from the mining circle reached out to me, saying that several large mining farms in the country are rushing to ship mining machines to the Middle East overnight - the signal is quite clear, right?
Bitcoin is currently around 80,000, and three key data points are quite subtle:
1. The US dollar index fluctuated wildly by 0.8% in half an hour, the volatility is like a roller coaster
2. Suddenly, 300 million USDT was staked on-chain, indicating that big players are obviously stocking up
3. The daily minting volume of gold-pegged currency PAXG has reached a two-year high
I checked the contract data and found a strange phenomenon: 85% of the options bets on Deribit are bullish, but the spot trading volume has shrunk instead. What does this indicate? Institutional players might be holding back significant moves, waiting for solid news on tariffs to launch a violent surge.
A few reminders for everyone:
① Don't touch any altcoins linked to physical trade (especially in logistics and cross-border payment)
② Mining machine prices are definitely going up soon, entering the market now is very likely to get you cut
③ Pay special attention to censorship-resistant tracks; privacy coins like XMR are already experiencing undercurrents
To be honest, holding onto spot assets is the safest move right now, and for futures traders, I suggest reducing leverage to below three times, who knows if Trump will tweet something disruptive in the middle of the night...
I am Aqi, focusing on breaking through extreme market conditions, only bringing true warriors to score.