At the end of March, we accurately predicted that the tariff bomb in April would trigger a major shock in the crypto market (a great shock is coming to the crypto market! These two coins can be focused on~).
Now Trump has backed down and made concessions, other countries have suspended equivalent tariffs for 90 days, and China's attitude has begun to ease. The turbulence in the crypto market caused by this tariff bomb is also signaling an end.
Among the top ten tokens by market cap, excluding stablecoins, only Bitcoin, SOL, and TRON have performed better than the price when the tariff bomb appeared 30 days ago.
And indeed, the most affected by the tariff bomb is still Ethereum.
Now BTC is at 94,000, and it looks like it’s about to return to the 100,000 mark. I wonder if Ethereum can return to 2,000.
Bitcoin has broken 100,000 four times in the last six months:
BTC broke 100,000 for the first time, ETH at 4,000.
BTC broke 100,000 for the second time, ETH at 3,900.
BTC broke 100,000 for the third time, ETH at 3,700.
BTC broke 100,000 for the fourth time, ETH at 3,400.
Now BTC is at 94,000, ETH at 1,800... I wonder if Ethereum can return to 2,000 when Bitcoin hits 100,000 again.
We have repeatedly urged everyone to sell their Ethereum (Ethereum has plummeted again, who is still foolishly holding onto Ethereum?), not knowing how many innocent investors we saved.
Currently, the price of Ethereum has long fallen below 0.02, while SOL's price is still less than 0.1 ETH.
Let me repeat the valuation logic here: the value of Bitcoin comes from consensus. As long as U.S. debt continues to deteriorate, Bitcoin's consensus will become stronger.
With nearly half of Bitcoin's computing power in North America, the U.S. also needs to diversify assets that it can control, in line with the consensus on gold.
The essence of Ethereum is a tool for issuing coins.
This sector has welcomed a strong challenge from Solana, and Ethereum's inability to pump is a hard injury from issuing coins.
The second layer of the Bitcoin ecosystem exploded two years ago due to the fair launch of inscriptions, but now it has also been ruthlessly abandoned by the market due to inefficient pumping.
So for the future market, many people just hope that Trump doesn't change again, believing that Trump is the biggest variable in the financial market.
In fact, Trump is very predictable (from the election to interest rate cuts, this should be the most accurate prediction on the internet).
The next step will definitely be to increase the scale of U.S. debt and print money, then cut interest rates and release liquidity.
However, the world economy still faces a disruptive restructuring similar to the past decades, but assets like gold and real estate have performed well over the past fifty years.
Don't miss Bitcoin this time!
