#关税战最新消息
Core event: Trump's team urgently clarifies its policy towards Russia, switching from threatening '100% secondary tariffs' to 'secondary sanctions' in an instant. This is essentially a financial nuclear bomb level suppression—it's not as simple as raising tariffs; it aims to cut off Russia's global financial lifeline and force countries to take sides!
If this big bear (Russia) is truly kicked out of the dollar system, cryptocurrency channels will inevitably become a means of capital escape. Referencing the scenario during the Russia-Ukraine conflict in 2022, BTC, ETH, and XMR (Monero) may replicate the safe-haven buying.
Stablecoin dark clouds: Tether, the issuer of USDT, has 40% of its reserves in U.S. Treasury bonds. If the U.S. government aggressively pushes for sanctions on on-chain entities, the redemption risk of USDT will surge. Smart money has started to move towards decentralized stablecoins like DAI and FRAX.
'Sanction concept coins' are stirring: DeFi chains focused on anti-censorship (like Secret Network) and privacy coins (ZEC, DASH) may be short-squeezed by speculative funds, but be careful of the main players cutting the grass before the policies take effect!
Trump is about to stir things up again. This 'sanctions card' is essentially a political stunt for the elections, but financial markets fear 'expectation chaos' the most. July and August are destined to be periods of concentrated policy black swans, and the main players will inevitably take the opportunity to wash out positions. Don’t believe in any 'safe-haven bull'; right now it's all about market news gambling—volatility (BTC volatility index) surging is the real opportunity!
Current leverage ratio across the network is 2.5 times. A single tweet from Trump can explode a billion-dollar position! Do you want to be a hunter picking up blood, or the fuel for a margin call? Follow Lao Zhu to see how he breaks down the 'Sanction Loophole Arbitrage Technique'—how Russians use cryptocurrency to move money, and we’ll follow along with the big players!
#关税
