厂长这10年

U.S. Commerce Secretary Raimondo stated in an interview that electronic products such as smartphones, laptops, and wireless headphones that received tariff exemptions will be re-examined as part of the government's investigation into the semiconductor industry. These products may be included in tariffs on the semiconductor industry, which could be introduced in one or two months. When asked to clarify whether tariffs on the iPhone would 'resume in about a month', Raimondo replied, 'That's right. We need our pharmaceuticals, semiconductors, and electronic products to be produced in the U.S.' His remarks will heighten corporate uncertainty regarding Trump's tariff measures. Trump's tariff initiatives have undergone a series of reversals, leading to a massive sell-off in the U.S. Treasury market valued at $29 trillion last week. Additionally, Raimondo mentioned that tariffs on the pharmaceutical industry will be introduced in the next month or two.

On April 2, the Trump administration announced the implementation of a comprehensive reciprocal tariff policy, hoping to reverse a $1.2 trillion goods trade deficit. This move caused the S&P 500 index to plummet 9.7% over two days, with a market value loss of $5.4 trillion, marking the largest drop in history, surpassing the $3.3 trillion record during the pandemic crash in March 2020. The Nasdaq 100 index's tech stocks were severely hit, with a single-day decline that set a record since 2022. Bitcoin's decline during the same period was only 3.7%, maintaining the critical support level of $82,000.

Industry insiders pointed out that Bitcoin is undergoing an evolution in market positioning. In the past, Bitcoin was highly correlated with risk assets under macro shocks, but this divergence may signify a shift in investor perception, further detaching its positioning from risk assets and solidifying its status as digital gold. Bitcoin's maintenance of the critical support level at $82,000 proves that structural demand has not been eroded by panic selling. Real Vision's chief crypto analyst, Jamie Coutts, stated that based on the M2 money supply growth model, BTC is expected to reach $132,000 within the year.

Recent on-chain data indicates that whales are accumulating at lower prices. Although prices are consolidating, Glassnode data shows that long-term holders of Bitcoin are continuously increasing their holdings, with total holdings surpassing 13.5 million coins. Meanwhile, short-term holders also bought 15,000 BTC in April against the trend to bet on short-term profits. While the $132,000 target for the year may seem somewhat aggressive, the growth of M2 money supply and the geopolitical changes in demand for value storage methods combined suggest that Bitcoin's relative strength cannot be ignored, and the market may provide a new pricing logic for crypto assets.

Brothers, the big pie dealer has been planning to insert it for a while, and two things can show it: First, on the 11th, the market began to frequently push news about wbtc. But the retail investors in the market did not buy it, and there was no obvious panic, so the story could not be told and ended. Second, they began to exaggerate the transfer of Mentougou, and once again brought up Mentougou, but the market still did not buy it. It ended in failure. For the dealer, it must insert it again at this time. Clearing leverage is just a side effect, and the core purpose is to test. Without a test, the market cannot have an institutional market. If there is fud, then this test will be smoother, saving time and effort, and getting twice the result with half the effort, which can save a lot of funds. You can also pick up some more bloody chips. These two things are enough to show that the wave of killing on the 5th did clear out a lot of small retail investors. The rest of the people have completely laid down and are not interested in anything. If the cpi was flat or higher than expected last night, I guess it started to smash last night.