As soon as the tariff war begins, gold will be worth its weight! - Trump just signed the 'largest trade agreement in history' with Japan, a combination of $550 billion + 15% tariffs. On the surface, it looks like a tug-of-war between the two countries, but in reality, it conceals a monumental shift in the capital markets!
1. Core of the Agreement: Is Japan being squeezed while the U.S. profits?
Where does the $550 billion come from?
Japan needs to come up with this money, either by selling U.S. Treasury bonds (holding $1.1 trillion) or by printing money. Either way, it will impact global liquidity. Historical experience: During the 2018 China-U.S. trade war, Japan sold U.S. bonds for dollars, and Bitcoin surged by 300% during the same period!
Captain's viewpoint: This money will likely 'detour' to the crypto market. Japanese consortiums have already started accumulating stablecoins (USDT daily trading volume surged by 400%).
The underlying message of the 15% tariff.
U.S. car companies are benefiting (Toyota's stock price, however, plummeted by 10%), but cross-border payment costs are skyrocketing! Settling with Bitcoin can save 5% in bank fees, and Japanese companies are already testing cryptocurrency payment channels.
Case study: In 2024, when Russia was sanctioned, 46% of international trade was completed using USDT. Now Japan may replicate this path!
2. Impact on the crypto world: The three fires have already ignited.
The first fire: Hedging funds rushing into BTC.
The exchange rate of the yen to the dollar is fluctuating dramatically, highlighting Bitcoin's 'digital gold' attribute. On July 23, there was a surge in large transfers on the BTC blockchain, suspected to be Japanese institutions accumulating positions.
The second fire: The Trump concept coin frenzy.
After the announcement of the agreement, the $TRUMP coin skyrocketed 150 times in 24 hours! A classic tactic of the operators using news to pump and harvest profits.
The third fire: Layer 2 track explosion.
The daily trading volume of Arbitrum, heavily backed by SoftBank of Japan, has surpassed $5 billion, and the demand for cross-border payments will ignite Layer 2 valuations.
Captain's strategy:
Short-term: BTC price drop to 116,000 is a buying opportunity (stop-loss at 114,500), target 125,000.
Ambush: Layer 2 leader ARB, Trump-associated tokens (in and out quickly).
Hedging: Hold 20% stablecoins to guard against black swan events.
Captain's warning:
“Don't let the '550 billion' blind you! Japanese capital may pull back and smash prices, it's advised to set an 8% stop-loss and operate on compliant exchanges like Coinbase and Binance - safety first, getting rich second.”
“Finally, let me leave you with a truth: In the crypto world, 90% of people are waiting for the 'perfect moment', while 10% are already 'creating opportunities'. In this drama between Trump and Japan, do you choose to be an audience member or an actor?
Are you stuck? Don't know when to enter the market? As always, if you're confused and helpless about what to do, click on the profile picture to comment. I need fans, you need references.#日美关税