—— The more chaotic the economy, the more funds need a 'safe haven', but avoid these pitfalls!
1. The tariff powder keg is ignited, why does the crypto world hide opportunities?
Trump's increase in tariffs on trucks and buses (25% on truck parts, 10% on buses) appears to be trade protection, but in reality, it is adding sand to the global economic tank — the surge in logistics costs will inevitably be transmitted to prices. In August, furniture prices in the U.S. have already risen by 4.7% year-on-year, and the subsequent inflation pressure will only increase.
But seasoned investors are familiar with this script: the higher the economic uncertainty, the more funds will flow into assets outside the traditional system. For example, during the trade war in 2019, Bitcoin soared from $3,000 to $14,000 thanks to its 'safe-haven property'. Now the scene is repeating itself; the panic caused by Trump's policies has led to Bitcoin and gold, as well as U.S. stocks, rarely falling simultaneously, but this precisely indicates that the market is collectively searching for a new direction.
My view: Short-term tariff conflicts may suppress risk assets, but if the Federal Reserve slows down interest rate hikes or even resumes easing because of this, the narrative of Bitcoin as 'digital gold' will be further strengthened. History shows that periods of policy chaos are often windows for re-evaluating the value of the crypto market.
Second, new users, don't panic! Three pieces of crucial information to seize opportunities amidst volatility.
Wait for the emotional sell-off and buy mainstream coins in batches.
In the early stages of tariff policy implementation, the market is prone to overreact. For example, when Trump raised tariffs in February 2025, Bitcoin fell 6% in one day, but rebounded to over $100,000 within a few days. Strategy: Don't go all in at once! Divide your funds into 3-5 batches and buy more every time it drops by 5%-10%, focusing on Bitcoin and Ethereum (accounting for more than 50% of the portfolio). These coins have strong consensus and are much more resilient during a crash than altcoins.
Keep an eye on the DeFi and cross-border payment tracks.
Tariff barriers will exacerbate the difficulties of cross-border capital flow, while DeFi (decentralized finance) and cross-border payment projects hit the pain point. For example, the trading volume of stablecoin USDT often surges during trade wars because it can bypass traditional banking systems. You can take small positions in leading DeFi protocols (such as Uniswap, Aave) or payment tokens like Ripple, but no single project should exceed 5% of total funds.
Always keep enough 'bullets', defense is greater than offense.
The current market leverage is still high; a single black swan event could cause tens of thousands to be liquidated. It is essential to keep 10%-20% of stablecoins (such as USDT, USDC), which can yield 4%-8% interest and allow you to buy in at low prices during a crash. Remember, surviving longer in the crypto space is more important than making quick profits!
Three, the truth behind tariffs: funds are re-selecting sides.
Trump's tariff policy seems to target trucks, but in reality, it affects global liquidity—when the credibility of the dollar is damaged due to trade friction, some capital will shift to non-sovereign assets. The U.S. Chamber of Commerce protests, and the Supreme Court plans to review the legality of the policy, indicating that uncertainty has become the main theme.
But it should be noted whether Bitcoin can continue to strengthen depends on two major signals:
Federal Reserve monetary policy: If inflation forces the Federal Reserve to maintain high interest rates, liquidity in the crypto space will be under short-term pressure; conversely, if economic deterioration leads to rate cuts, Bitcoin may rebound quickly.
Institutional capital trends: Recently, Bitcoin ETF has seen net outflows; we need to observe whether this is due to the tariff conflict leading to short-term withdrawals by institutions. If subsequent policies become clearer, long-term capital may still flow back.
Conclusion: The bigger the waves, the more expensive the fish, but you must have a good net.
The tariff war is not a disaster for the crypto space, but a sieve that eliminates speculators and rewards rational actors. My bottom-line advice:
Don't bet on the short-term direction of policy, but use spare money for cross-cycle allocation;
Allocate mainstream coins, stablecoins, and potential tracks in a 6:2:2 ratio in the portfolio, rebalancing quarterly;
Beware of high leverage! The greedier people are always at the top of the liquidation list.
A final heartfelt message: The crypto space never lacks opportunities; what it lacks are those who can survive longer. The harsher Trump's tariff blade cuts, the more firmly the value anchor of the decentralized world may become—the only question is, are you ready to catch it? Follow me for more first-hand information and precise points on crypto knowledge, becoming your guide in the crypto space; learning is your greatest wealth!#ETH走势分析 $ETH
