8.1 heavy bomb! US tariffs take effect today; will Bitcoin crash or skyrocket? Global inflation data hides mysteries!
Tariff bomb detonates the market! Bitcoin briefly plummets, but is there a bigger opportunity behind it?
Today, the US officially imposed tariffs on the EU, Mexico, and other countries, with rates as high as 50%! As soon as the news broke, Bitcoin instantly fell below $107,000, and Ethereum followed with a drop of over 2%. But don’t panic! Historical data shows that after the tariffs were implemented in April, BTC fell 12% in the short term but then rebounded to new highs. Will this happen again? The key lies in two points:
Panic sentiment: If the market overreacts, it may create a 'golden pit,' allowing institutions to buy the dip (recently, Bitcoin ETFs have seen net inflows for four consecutive days).
Inflation expectations: Tariffs are driving up import costs, and June's CPI has already shown signs of inflation, while July's data may be even worse! If inflation gets out of control, Bitcoin may become a 'digital gold' hedging tool.
Inflation + tariffs = super catalyst for the crypto world?
The latest Federal Reserve meeting sent signals: Interest rate cuts may be delayed until September! However, under high inflation, central bank policy is in a dilemma. Once inflation data explodes, the market will frantically bet on two types of assets:
Bitcoin: Scarcity + anti-inflation properties, large funds may accelerate allocation (especially European institutions have increased holdings by 8%).
Stablecoins: Emerging market merchants (such as Yiwu) have begun to accept USDT payments to avoid local currency depreciation risks! Tether's gold reserves have reached $8 billion, stable as a rock.
Mass migration of miners! The computing power landscape is changing.
Tariffs severely hit the mining machine supply chain, forcing Chinese miners to migrate to Kazakhstan and Canada, with local BTC holdings surging by 15%. Fluctuations in computing power = enhanced halving effect! If selling pressure from miners decreases, Bitcoin may experience a 'supply shock' rise.
Ultimate prophecy: September is the real turning point!
If the Federal Reserve cuts interest rates: History shows that ETH, SOL, and others will soar by 30%-50%.
Countdown to SOL ETF approval: Bloomberg predicts a 90% probability, with fund size potentially reaching $5 billion! SOL's on-chain TPS has surpassed 65,000, with an ecosystem explosion imminent.
Captain's summary:
August is the calm before the storm; tariffs are a short-term negative but a long-term positive! Smart money has already started to position: inflation hedging + interest rate cut expectations + institutional accumulation, with triple logic supporting Bitcoin's challenge of $120,000! Pay attention to tonight's CPI data and Federal Reserve movements, as the situation may change at any time!
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