美國加拿大的關稅推遲了，比特幣從暴跌中恢復到92,000美元，Microstrategy股票籃板4％

擬議的貿易戰爭顯然已經解決（或推遲），但對中國的關稅仍然存在。

Tariffs between the US and Canada have been postponed for 30 days, according to Prime Minister Justin Trudeau, as Bitcoin recovered from its earlier plunge to $92,000 and MicroStrategy’s stock price rebounded 4%.

總理賈斯汀·特魯多（Justin Trudeau）表示，美國和加拿大之間的關稅已被推遲了30天，因為比特幣從較早的投資中收回到92,000加元，而MicroStrategy的股票價格回彈了4 ％。

The proposed trade war between the US and its closest neighbors has apparently been resolved (or delayed), but the tariffs against China still stand. This is an active and underreported component of possible future market actions.

擬議的貿易戰爭顯然已經解決（或推遲），但對中國的關稅仍然存在。這是可能未來市場行動的積極且低估的組成部分。

Canada, US Halt Tariffs

加拿大，美國停止關稅

The threat of US tariffs against Canada, Mexico, and China has played a chaotic role in crypto markets today. Tech stocks were already wobbling due to DeepSeek, but the implementation of tariffs caused a reported $2 billion wipeout. These reports may have underestimated the real damage, which could have gone as high as $10 billion.

美國對加拿大，墨西哥和中國關稅的威脅在當今的加密市場中發揮了混亂。技術庫存已經由於DeepSeek而在搖擺不定，但據報導，關稅的實施導致了20億美元的消失。這些報告可能低估了實際損失，這可能高達100億美元。

Earlier on Monday morning, Bitcoin dipped to $92,000, and crypto-related stocks saw notable liquidations. Notably, MicroStrategy’s MSTR lost 8% following tariff announcements.

週一早晨，比特幣降至92,000美元，與加密相關的股票看到了顯著的清算。值得注意的是，在關稅公告後，Microstrategy的MSTR損失了8％。

However, Mexican President Claudia Sheinbaum reached an agreement with Donald Trump, postponing a possible trade war. According to an announcement from Prime Minister Justin Trudeau, Canada has reached a similar agreement that will pause all tariffs for 30 days.

但是，墨西哥總統克勞迪婭·辛巴姆（Claudia Sheinbaum）與唐納德·特朗普（Donald Trump）達成了一項協議，推遲了可能的貿易戰。據總理賈斯汀·特魯多（Justin Trudeau）宣布，加拿大達成了類似的協議，該協議將暫停所有關稅30天。

“I just had a good call with President Trump. Canada is implementing our $1.3 billion border plan — reinforcing the border with new choppers, technology and personnel, enhanced coordination with our American partners, and increased resources to stop the flow of fentanyl. Proposed tariffs will be paused for at least 30 days while we work together,” he said.

“我剛剛與特朗普總統打了一個好電話。加拿大正在實施我們13億美元的邊境計劃 - 加強了與新斬波器，技術和人員的邊界，與我們的美國合作夥伴的協調增強，並增加了資源以阻止芬太尼的流動。在我們一起工作時，提議的關稅將至少暫停30天。”他說。

In other words, these tariffs have caused substantial trauma to the markets, but Canada and Mexico have already negotiated a deal. This is a particular relief because Canada is well-integrated in the crypto economy and may play an outsized role in crypto values.

換句話說，這些關稅給市場造成了實質性創傷，但加拿大和墨西哥已經達成了一項協議。這是一種特別的救濟，因為加拿大在加密經濟中融合了整合，並且可能在加密價值中發揮出色的作用。

Since the agreement, however, all the main “Made in USA” cryptocurrencies have bounced. Bitcoin and XRP, in particular, have mostly recovered from earlier liquidations. At the time of reporting, BTC surged back to $102,000.

但是，自協議以來，所有主要的“美國製造”加密貨幣都彈跳了。尤其是比特幣和XRP，主要是從早期清算中恢復的。在報告時，BTC飆升至102,000美元。

Crypto Stocks Bounce Back

加密股票反彈

MicroStrategy and other Bitcoin mining stocks, such as MARA, have further substantially recovered from earlier losses following Canada’s deal on tariffs.

在加拿大對關稅的交易之後，微型流通和其他比特幣採礦股（例如Mara）已從早期的損失中進一步恢復。

Earlier today, MicroStrategy surprised the market by breaking its 12-week streak on Bitcoin purchases. Michael Saylor did not directly comment on the reason for this pause, but its stock dropped substantially today.

今天早些時候，MicroStrategy通過破壞了比特幣購買的12周連勝使市場感到驚訝。邁克爾·賽勒（Michael Saylor）沒有直接評論這種停頓的原因，但今天的股票大幅下跌。

However, this incident is far from a case of “all’s well that ends well.” Simply put, the US threatened one of its closest allies with major tariffs and severely damaged their working relationship.

但是，這一事件遠非“一切順利結束”的情況。簡而言之，美國威脅要以主要關稅的最接近盟友之一，並嚴重損害了他們的工作關係。

That will certainly have consequences. It is unclear how this incident may impact US-Canada trade, but there are several worrying signs. Also, if the tariffs are enforced again after a month, a similar impact on the crypto market could be expected.

那肯定會帶來後果。目前尚不清楚這一事件如何影響美國加拿大的貿易，但是有幾個令人擔憂的跡象。同樣，如果在一個月後再次執行關稅，則可能會對加密貨幣市場產生類似的影響。

Additionally, while Canada and Mexico have negotiated with Trump, China has been quiet. The PRC has clearly demonstrated its recent ability to disrupt the US stock market, as illustrated by DeepSeek. Its response could be pivotal.

此外，儘管加拿大和墨西哥與特朗普進行了談判，但中國一直很安靜。如DeepSeek所示，中國清楚地證明了其最近破壞美國股票市場的能力。它的響應可能是關鍵的。