1. Tariff Wars, Stagflation, and BTC: BTC is increasingly like gold in the 1970s

Bitcoin prices have continued to fall since the White House announced new reciprocal tariffs, but we believe that tariff policies and trade tensions will ultimately be long-term positive for it. First, high tariffs foster stagflation, which is often unfavorable for traditional asset returns, but is good for scarce commodities such as gold. Although Bitcoin has not experienced past stagflation cycles, as a digital scarce commodity, it is increasingly being seen as a modern means of storing value. Second, trade frictions may weaken the dollar's status as a reserve currency, prompting central banks to diversify their foreign exchange reserves, and Bitcoin as a non-sovereign asset may benefit. Click to read

2. Counterattack, negotiation and surrender - the world under Trump's tariffs

Trump used both carrot and stick tactics: on the one hand, after raising China's tariffs to 104% on the morning of the 9th, he raised it to 125% on the morning of the 10th; on the other hand, he suspended "reciprocal tariffs" in other places for 90 days to "give sufficient time for negotiations." The development of the situation is not surprising: on the one hand, Trump had previously said on Truth Social, "Don't fight back, or we will continue to raise tariffs." If he doesn't follow through on his words and raise tariffs on China, he will lose face; on the other hand, the capital market reflects investors' concerns about the US economic recession, and some people in the political arena have many complaints about Trump (for example, there is a bill in Congress proposing to limit the president's tariff power), all of which require Trump to respond. Click to read

3. Why did you suddenly announce a suspension of tariffs? According to multiple people familiar with the matter, on Wednesday (9th) local time in the United States, US President Trump said that the outside world was "a bit overreacting" on the issue of tariffs when explaining his sudden announcement of a three-month suspension of "reciprocal tariffs." "They're starting to get loud," Trump said, explaining the growing criticism the White House has faced over the past week. "They're a little loud and a little scared."Click to read

4.8 Major Stablecoin Yield Guide

The recent crypto market has been lackluster, and conservative and stable returns have once again become market demand. Therefore, based on my investment experience in recent years and the concentrated research results in the field of stablecoins at the end of last year, let's talk about the old but evergreen topic of stablecoin returns. Click to read

5. Bitcoin's bull-bear cycle is not equal to the bull-bear cycle of the crypto ecosystem

A reader wrote in a message: The bubble has been punctured, allowing the currency circle and all markets to return to calm. Now it is a good thing and a mirror. It is hard to say how other markets are, but I think the crypto ecosystem should indeed return to calm. As an investor, you should reflect on the various ambiguous, incredible but "normal" views and ideas accumulated over the years. In recent years, we often say that the bull-bear cycle of the crypto ecosystem is four years, and this "four-year" cycle is caused by the halving of Bitcoin. Click to read