Bitcoin remains stable over the weekend, but from a macroeconomic perspective, recent international tariff developments are worth monitoring. The introduction of new tariff policies indicates rising inflationary pressures, especially in cases involving multiple U.S. allies, which could directly push up domestic price expectations in the United States—precisely the scenario the Federal Reserve fears most. Tariffs are not fixed trade tools; instead, they have become bargaining chips in great power negotiations, leaving significant room for uncertainty.

In reality, U.S. stocks are likely to digest these policy expectations on Monday, potentially leading to a pullback. The correlation between BTC and U.S. stocks has always been strong, making it difficult for Bitcoin to move independently. However, from a strategic perspective, the actual implementation of tariffs is not expected until June, leaving about half a year for negotiations, and the 25% rate may not be fully realized.

In terms of trading, focus on these two ranges in the short term: consider buying on dips near 94516-94228; if prices rebound to the 95780-96130-96680 zone, exercise caution—consider partial profit-taking or short positions. Overall, next week’s market may be quite sensitive, so closely monitor the performance of U.S. stock market openings.