$BTC Key Contradiction Points:

The Federal Reserve's "Ambiguous Statement": The minutes acknowledge the stickiness of inflation while not completely closing the door on interest rate cuts (the market still expects a probability of over 60% for a rate cut in September). This kind of "expectation management" encourages 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 harms emerging markets, but actually triggers a shift of funds from traditional markets to cryptocurrencies as a "safe haven"—the Brazilian real fell 3% against the dollar, while the premium rate of Bitcoin on local exchanges in Brazil surged to 8%, indicating that local funds are using cryptocurrencies to hedge against the risk of local currency depreciation.

Case Evidence:

In April 2025, when the U.S. imposed a 104% tariff on China, Bitcoin dropped 7% in a single day but rebounded over 15% within the following week. At that time, the market was panicking about "the trade war dragging down the global economy," but eventually realized that the inflation expectations raised by tariffs actually reinforced the narrative of Bitcoin as "digital gold."