#美国加征关税
Market in severe turmoil: Bitcoin's daily decline exceeds 15%, ETH volatility skyrockets to 100%, mainstream coins fall in sync with U.S. stocks, and the total market capitalization of the crypto market evaporates by nearly 1 trillion dollars.
Corporate cost impact: The import cost of mining machines has surged due to a 54% comprehensive tariff (on Chinese goods), coupled with an additional 10% basic tariff, leading to a more than 20% compression in mining companies' profit margins, forcing them to accelerate migration overseas.
Capital flight to safe havens: Gold continues to hit historical highs, attracting 58% of capital inflows, while Bitcoin ETF sees capital outflows, suppressing short-term demand. However, after the tariff announcement in July, Bitcoin briefly defied the trend, breaking through $112,000, indicating a divergence in market expectations.
Industry breakthroughs for survival: The number of DeFi cross-border payment solutions has surged (e.g., PayFi achieving multi-chain instant settlement), mining companies are shifting to tax-free countries (El Salvador, UAE) to reduce tax burdens, and policies are driving technological innovation.
Long-term risks remain: Tariffs may exacerbate stagflation, Fed rate cut expectations are rising, but policy dilemmas persist; the 'zero-sum game' between crypto assets and gold may continue until the end of the year.
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