加密小翼酱

#BinanceFutures 加入合约冲刺赛，瓜分高达1,000,000 USDT等值奖池 https://www.binance.com/activity/trading-competition/futures-sprint-wk1211

#BinanceFutures 加入合约冲刺赛，瓜分高达1,000,000 USDT等值奖池 https://www.binance.com/activity/trading-competition/futures-sprint-wk1211

#BinanceFutures joined the contract sprint competition, sharing a prize pool worth up to 1,000,000 USDT https://www.binance.com/activity/trading-competition/futures-sprint-wk1211

Well said

1

#BinanceFutures 加入CLANKER & BEAT交易賽，瓜分700,000 FF和5,000,000 HOME獎池！ https://www.binance.com/activity/trading-competition/futures-clanker-beat-challenge

#LIGHTUSDT That's it, just let it be, haha#

Vote

Vote

Voted

2

1

2

Grasp

1

分享

✨Market Sentiment
Bitcoin has broken through the $109,000 barrier, triggering a divergence in market sentiment. The Fear and Greed Index is clearly in the 'Greed' zone (around 70–80 points), indicating an overall optimistic sentiment. However, community discussions and retail interest have not surged in tandem: Google searches for 'Bitcoin' remain sluggish, comparable to the bear market of 2022; this suggests that the current rally is driven by institutional funds, while retail investors are mostly on the sidelines. Overall, despite a rebound in mainstream public sentiment, there is still a lack of the widespread enthusiasm seen at the peak of previous bull markets. This phenomenon of 'high price, low discussion' brings two-sided risks: some view it as the 'calm before the storm', while others worry that without broad participation, the rally may be hard to sustain.

✨Capital Flow
The market's capital flow strongly favors accumulation of buy orders. On one hand, the total market capitalization of stablecoins continues to rise, suggesting that investors are prepared to enter the market at any time; on the other hand, a significant amount of Bitcoin is flowing from exchanges to cold wallets. On-chain data shows that in mid-May, 2,218 BTC (approximately $227 million) were transferred from platforms like Binance and Kraken to private wallets within just 24 hours, causing exchange reserves to drop to about 2.1 million BTC, a three-month low. Such large withdrawals are typically seen as a signal for long-term holding, indicating that major funds are moving tokens into their own custody at high prices, increasing the scarcity of circulating supply. On another front, the U.S. spot Bitcoin ETF continues to see significant net inflows: on May 20 alone, about $329 million flowed in, with a cumulative total exceeding $3.3 billion over the previous week. These institutional inflows reinforce spot demand and raise prices, reflecting a bullish attitude among large holders and institutions.

✨Technical Charts and Volume
Comparing historical highs and volume-price performance, the current market conditions are conducive to further upward movement but show some warning signals. In terms of trading volume, capital has been active since breaking through $100K, but on May 21, the 24-hour trading volume was approximately $50.19 billion, a decline of about 18% from the previous day, and there has not been an excessive surge in volume (compared to the highs in 2021, there is no extreme volume). NewsBTC analysts point out that Bitcoin is currently operating at the upper edge of a horizontal parallel channel, facing resistance after multiple touches of the upper rail, with volume still under control and RSI remaining in a reasonable range, indicating potential for further upward momentum. However, investors should be cautious of the aforementioned divergence signals and be alert to the possibility of temporary pullbacks.

🔍 A brief overview of the key points:
✅ Who benefits?
Countries like Europe, Japan, and India are relieved and have the opportunity to renegotiate trade with the U.S. The U.S. stock market also rose briefly, with widespread approval.
❌ Who is targeted?
China. China will retaliate by raising tariffs on U.S. goods to 84% and restricting 18 American companies.
💬 How does the U.S. domestic audience view this?
Republican lawmakers: This is a good move to stabilize the market and secure votes.
Democratic lawmakers: This is chaotic and lacks any rules, like flicking a light switch.
📦 Why is this important?
This move has stabilized the market in the short term, but in the long run, businesses will worry about policy uncertainty, leading to reduced investment, and consumers may ultimately bear the costs (rising prices).
🌏 What does the world say?
Many countries are concerned that the U.S.'s unpredictable policy could disrupt the global trade order, and they generally choose to wait and see.
🧩 What impact does this have on investors / businesses?
📈 Investors:
Can pay attention to stocks related to easing China-U.S. trade tensions, such as:
Hong Kong export companies
Tech OEMs (smartphones/consumer electronics)
New energy supply chains (batteries, photovoltaics)
Cross-border e-commerce platforms (Alibaba, SHEIN, etc.)
But be cautious! These statements carry the risk of “changing in an instant”; don't heavily invest in a single direction, and flexibility is key.
🌐 Foreign trade / cross-border e-commerce companies:
For small and medium-sized enterprises that primarily target the U.S. market,
this pause can relieve export pressure in the short term, offering a slight breather.
But don't be too optimistic too soon; this isn't a cancellation of tariffs, just a pause of the new round.
The real turning point will depend on the U.S. elections and the progress of subsequent negotiations.
🔍 How should we view this change?
📌 Policies are variable; do not preset positions
Today's pause does not mean there won't be increases tomorrow; Trump's style is “shake first, then talk,” so one statement should not dictate the long-term trend.
📌 Geopolitical risks still exist
The competition between China and the U.S. in technology, AI, semiconductors, and military areas will continue, so don’t be lulled into complacency by short-term easing.

📌 Maintain flexible risk management
"Follow the trend + risk control" is always the most stable strategy.
📲 Do you think this strategy of “pulling one hand while striking with the other” is effective? Feel free to leave a comment below.
🆕 If you find the article good, 🌹 please follow, share, and like! 😀
#特朗普暂停新关税
#加密市场反弹