In my latest video I talk to crypto expert and YouTube colleague Furkan about the current developments on the financial markets and the effects of Donald Trump’s new customs policy on cryptocurrencies. The market is currently experiencing a shock moment, but Bitcoin (BTC) Shows surprising strength in this turbulent phase. While the traditional stock market broke heavily, BTC was able to stay relatively stable. A deeper look at the macroeconomics shows why this is and what you should now consider as an investor.
Trump’s customs policy and their consequences
Trump’s recent customs measures were announced, but their actual scope caused great uncertainty. As since yesterday in the News is to be read. Instead of the expected ten to twenty percent, reciprocal tariffs were introduced, which are based on the United States’ trade deficit. A theory says that Trump deliberately wants the market to crash the interest. The background: The United States has to refinance seven to nine trillion dollars this year alone, and high interest rates make it much more expensive.
The tariffs will cause inflation boost at short notice because US companies pass on the costs to consumers. This is presented by the US Federal Reserve in front of a dilemma: on the one hand, the risk of recession increases (increased by Goldman Sachs to sixty percent), which would justify interest reductions. On the other hand, increasing inflation could prevent interest rates.
Furkan explains: “In such situations, the US Federal Reserve usually always prioritizes inflation first.”
Where is the floor for Bitcoin?
It is remarkable that Bitcoin kept well compared to traditional markets. While the S&P 500 has fallen to the lowest level since January 2024, BTC shows more stability. Furkan has already bought in less than $ 85,000 and would do it again, should that Course continue to fall. It is important for him that Bitcoin does not fall below $ 70,000.
Is Bitcoin already seen as a safe port?
“The proportion of investors who see it this way is getting bigger, but the wide mass of market risks is still more out of Bitcoin and crypto,” explains Furkan. He adds: “If the trade conflict does not dissolve, we have already seen our cyclusop.”
The inflation data will be particularly important in the coming weeks. The data for April and May will show how much the inflation pressure actually increases through the tariffs and what scope the US Federal Reserve has for interest rate cuts.
If you want to learn more about my assessments of the cryptom market and current analyzes, now visit my YouTube channel Miscrypto. There you will find new videos regularly and you can share your questions and thoughts in the comments!