Key Contradiction Point #BTC再创新高 :

The Federal Reserve's "Ambiguous Statement": The minutes acknowledge the stickiness of inflation while not completely shutting down the interest rate cut window (the market still expects a probability of over 60% for a rate cut in September); this kind of "expectation management" emboldens institutions to bet on the long-term logic of liquidity easing.

The "Double-Edged Sword Effect" of Tariffs: Trump announced a 50% tariff on Brazil, which superficially seems negative for emerging markets, but actually triggers a migration of funds from traditional markets to cryptocurrency as a "safe haven"—the Brazilian real fell 3% against the dollar, while the premium rate of Bitcoin on local exchanges surged to 8%, indicating that domestic funds are using cryptocurrency to hedge against the risk of local currency depreciation.

Case Evidence:

In April 2025, when the U.S. imposed an additional 104% tariff on China, Bitcoin fell 7% in a single day, but then rebounded over 15% within the following week. At that time, the market was panicked about the "trade war dragging down the global economy," but ultimately discovered that the inflation expectations driven by tariffs actually reinforced Bitcoin's narrative as "digital gold."