#美国消费者物价指数发布在即 Trade tariff escalation brings new tests and opportunities to the crypto market

The US government recently announced a 25% tariff on economies with trade relations with certain countries. As soon as the news broke, global financial markets immediately plunged into turbulence. Although the specific implementation details are still being finalized, this move clearly applies economic pressure. From a geopolitical perspective, such sanctions often reduce the risk of direct military conflict, but in the short term, the uncertainty surrounding policies can trigger widespread panic in capital markets — a familiar tactic.

A look into history reveals the pattern. Last October’s tariff-related controversy nearly caused the crypto market to collapse. Bitcoin plummeted 15% that day, and altcoins fared even worse, losing half of their market value. Over 300,000 investors were liquidated due to high leverage, leaving painful lessons fresh in memory. Where did the problem lie? Excessive leverage on long positions, combined with the cycle lending model of high-yield stablecoins like USDe, made the entire market resemble a Jenga tower — risk was building up, and a trigger could cause a chain reaction of liquidations and a stampede-like decline.

But this time, the story might be different. Don’t forget, restrictions on crypto trading in Iran have long been known. Previously, internet bans and trading halts occurred, but they inadvertently accelerated adoption — local people increasingly embraced cryptocurrencies, especially stablecoins, as a safe haven. Now, with the tariff card played, it’s expected to further attract Iranian capital into the crypto space. Demand for Bitcoin and compliant stablecoins is likely to continue rising.

**Short-term outlook? Caution is key**

Policy details are still unfolding, and uncertainty remains high. Institutional investors are probably watching closely and not rushing to act. Reducing leverage and avoiding risk are the wise moves right now.

**What about the long-term? That’s the real focus**

Iran has over 5 million crypto users. Sanctions and tariffs will only push these individuals to increase their crypto holdings. Globally, more countries embroiled in geopolitical or economic sanctions are accelerating the integration of cryptocurrencies into their asset pools. Bitcoin, as the “digital gold,” will shine brighter as a safe haven. When geopolitical tensions escalate, Bitcoin and gold could resonate and rise together — that’s the true long-term logic.

$BTC $ETH