Recently, the United States implemented a new round of tariff policies against countries such as the EU and Mexico, with the highest tax rate reaching 50%, triggering turbulence in the global financial markets. After the announcement of the tariff increase, the price of Bitcoin quickly fell below $107,000, and other Crypto Assets such as Ether also experienced varying degrees of decline.

However, historical data shows that similar tariff events may bring unexpected opportunities to the market. After the tariff policy was implemented in April this year, Bitcoin experienced a 12% fall in the short term, but then rebounded and reached a new high. Whether the current market trend will repeat this pattern is worth investors' close attention.

Analysis suggests that the key to the market's reaction lies in two aspects: first, the panic sentiment of investors. If the market overreacts, it may create new investment opportunities, and some institutional investors might choose to enter at this time. It is worth noting that Bitcoin ETFs have shown a net inflow for four consecutive days recently.

Second is inflation expectations. Tariff policies may raise import costs, thereby affecting the overall price level. The Consumer Price Index for June has already shown inflationary pressure, and the data for July may be even more noteworthy. If inflation spirals out of control, Bitcoin may be seen as a "digital gold" tool for hedging against inflation.

At the same time, the latest meeting of the Federal Reserve signaled that interest rate cuts may be delayed until September. However, in a high-inflation environment, the central bank's policy choices face a dilemma. If inflation data exceeds expectations, the market may bet heavily on two types of assets: the first is Bitcoin, which may attract more capital allocation due to its scarcity and anti-inflation characteristics, especially since European institutional investors have increased their holdings by 8%; the second is stablecoins, with some merchants in emerging markets beginning to use stablecoins like USDT for transactions to avoid the risk of local currency devaluation.

In the face of the current complex economic situation, investors need to closely monitor global inflation data and the policy trends of central banks in various countries to better grasp market opportunities and avoid potential risks.