在政策不確定性的情況下，比特幣收回$ 100K

加密貨幣市場今天進行了戲劇性的複蘇，與美國總統唐納德·特朗普（Donald Trump）在周末宣布的昨天的潰敗相比，巨大的損失。

The crypto market experienced a significant recovery on Monday, reversing the steep losses incurred during Sunday's rout, which was triggered by US President Donald Trump's tariff announcement.

加密貨幣市場週一經歷了重大的複蘇，扭轉了周日的潰敗造成的巨大損失，這是由美國總統唐納德·特朗普（Donald Trump）的關稅宣布引發的。

Following news that Mexico and Canada had secured a one-month delay on new U.S. tariffs, Bitcoin and the broader market saw sharp rebounds.

在有消息稱墨西哥和加拿大的新美國關稅延遲了一個月，比特幣和更廣泛的市場看到了急劇的籃板。

Bitcoin Surges Past $100K Amid Policy Uncertainty

在政策不確定性的情況下，比特幣激增了$ 100k

Bitcoin, which had dropped to $92,000 in the wake of Trump's tariff threats, surged 7.14% in the past 24 hours, trading at around $101,000 at press time. Ethereum (ETH) saw an even stronger rebound, climbing 12% to $2,809.

在特朗普的關稅威脅之後，比特幣跌至92,000美元，在過去的24小時內飆升了7.14％，在發稿時的交易約為101,000美元。以太坊（ETH）的反彈甚至更強，攀升了12％，至2,809美元。

Among altcoins, XRP led the recovery with a 23.34% surge, while Cardano (ADA), Sui (SUI), Pepe (PEPE), Ondo (ONDO), Aptos (APT), and Mantle (MNT) each posted gains exceeding 20%.

在AltCoins中，XRP以23.34％的速度領先恢復，而Cardano（ADA），SUI（SUI），Pepe（Pepe），Ondo（Ondo），Aptos（apt）（apt）和Mantle（MNT）張貼的收益超過20％ 。

The rebound in the crypto market mirrored the broader recovery seen in traditional risk assets, such as equities. The S&P 500, which dropped to 5,920 on the tariff news, had since reclaimed the 6,000 level.

加密市場的反彈反映了傳統風險資產（例如股票）中更廣泛的複蘇。從那以後，標準普爾500標準普爾500降至5,920，此後收回了6,000級。

This highlights the increasing correlation between crypto and macroeconomic developments, particularly those tied to US trade policy.

這突出了加密和宏觀經濟發展之間的越來越多的相關性，尤其是與美國貿易政策相關的發展之間的相關性。

The Trump Trade: Volatility Returns to Markets

特朗普貿易：波動返回市場

BRN analyst Valentin Fournier described the events over the past few days as "Trump trading at its best."

BRN分析師Valentin Fournier在過去幾天中將這些事件描述為“特朗普交易的最佳交易”。

"The rapid market swings following political maneuvers signal what could be a new era of volatility as Trump’s economic policies take shape in his second presidency," Fournier added.

Fournier補充說：“在政治演習之後，迅速的市場波動表明，隨著特朗普在第二任總統任期內的經濟政策的形成，可能是一個新時代。”

With trade tensions still present, crypto traders should be prepared for continued unpredictability in the coming months.

由於貿易緊張局勢仍然存在，因此應在未來幾個月內為持續的不可預測性做好準備。

The temporary pause on tariffs was secured after Mexico’s President Claudia Sheinbaum agreed to deploy 10,000 National Guard troops to bolster border security. Canada’s Prime Minister Justin Trudeau also announced a $1.3 billion border security initiative. These moves delayed the 25% tariffs on Mexican and Canadian goods, but Trump's 10% tariff on Chinese imports remained set to take effect as planned.

在墨西哥總統克勞迪婭·辛巴姆（Claudia Sheinbaum）同意部署​​10,000名國民警衛隊以支持邊境安全後，臨時停頓了關稅。加拿大總理賈斯汀·特魯多（Justin Trudeau）還宣布了一項13億美元的邊境安全倡議。這些舉動推遲了對墨西哥和加拿大商品的25％關稅，但特朗普對中國進口商品的10％關稅仍計劃按計劃生效。

Crypto's Sensitivity to Global Trade Policy

加密對全球貿易政策的敏感性

The market's response to the tariff developments highlighted the increasing interplay between crypto and global trade policy. A similar market reaction was observed last week when Bitcoin dropped after stock market losses linked to China’s AI startup DeepSeek.

市場對關稅發展的反應強調了加密和全球貿易政策之間的相互作用日益增加。上週，當比特幣與中國AI初創公司DeepSeek有關的股票市場損失後，比特幣下降時也觀察到了類似的市場反應。

Over the past year, Bitcoin has shown sensitivity to US economic data releases, Federal Reserve policy shifts, and geopolitical developments, as the asset becomes increasingly correlated with traditional financial markets, reinforcing Bitcoin’s dual nature as both a speculative asset and an emerging alternative to traditional financial hedges. While Bitcoin has historically been viewed as a non-correlated asset, recent movements suggest that institutional adoption has tethered it more closely to broader economic forces.

在過去的一年中，比特幣表現出對美國經濟數據的敏感性，美聯儲政策的轉變和地緣政治發展，因為資產與傳統金融市場越來越相關，增強了比特幣的雙重性質，既是投機性的資產，又是傳統的替代方案。金融對沖。儘管歷史上將比特幣視為一種無關的資產，但最近的運動表明，機構採用使它更加緊密地與更廣泛的經濟力量聯繫在一起。

What's Next?

接下來是什麼？

With a one-month deadline in place for further tariff negotiations, crypto traders will be keeping a close eye on upcoming trade talks.

有了一個月的截止日期，加密交易者將密切關注即將舉行的貿易談判。

Given Trump's penchant for unpredictable policy shifts, further volatility is to be expected. If a broader trade war emerges, crypto's role as both a risk asset and an inflation hedge will be tested once again. For now, today's rebound signals that the market remains resilient—but whether this stability holds will depend on how the next phase of trade negotiations unfolds.

鑑於特朗普對不可預測的政策轉變的偏愛，預計將進一步波動。如果出現了更廣泛的貿易戰爭，將再次測試加密貨幣作為風險資產和通貨膨脹對沖的作用。目前，今天的反彈信號表明市場仍然具有彈性，但是這種穩定是否會取決於下一階段的貿易談判的發展方式。