訪客邀請函的完整時間表到第一個白宮加密貨幣峰會

儘管特朗普重返白宮在加密貨幣市場上引發了樂觀，但關稅政策造成的全球貿易風暴最終拖延了比特幣

As Donald Trump returned to the White House on January 20, 2025, the price of Bitcoin remained high, at $107,000. However, the new administration's agenda included a focus on cryptocurrency regulation.

唐納德·特朗普（Donald Trump）於2025年1月20日返回白宮時，比特幣的價格仍然很高，為107,000美元。但是，新政府的議程包括關注加密貨幣法規。

Three actions by the administration in January sparked volatility in the crypto market:

政府在一月份的三項行動引發了加密市場的波動：

1. Presidential Task Force: Trump signed an executive order to create a digital asset task force, aiming to streamline the U.S. regulatory framework for cryptocurrencies. This news initially supported Bitcoin, pushing it above $108,000.

1。總統任務組：特朗普簽署了一項行政命令，以建立數字資產工作組，旨在簡化美國的加密貨幣監管框架。該消息最初支持比特幣，將其推高108,000美元。

2. Colombian Tariffs: A dispute with Colombia over immigration led Trump to threaten a 25% tariff on Colombian goods. In response, Bitcoin dropped below the $100,000 mark.

2。哥倫比亞關稅：與哥倫比亞關於移民的糾紛導致特朗普威脅要對哥倫比亞商品徵收25％的關稅。作為回應，比特幣降至100,000美元以下。

3. Technology Sell-Off: The sudden rise of Chinese AI giant DeepSeek triggered a sell-off in technology stocks, with risk aversion spreading to the crypto market.

3.技術拋售：中國AI巨頭DeepSeek的突然上升引發了技術股票的拋售，風險規避風險擴散到加密貨幣市場。

Key Data: Bitcoin's daily price fluctuation from January 26 to 28 reached 12%, the largest fluctuation since May 2024.

關鍵數據：比特幣從1月26日到28的每日價格波動達到12％，這是自2024年5月以來最大的波動。

On February 1, Trump announced a 10% tariff on Chinese goods and a 25% tariff on Canadian and Mexican goods. The market reacted violently, with Bitcoin plummeting 9.3% to $93,000 in a single day.

2月1日，特朗普宣布對中國商品徵收10％的關稅，並對加拿大和墨西哥商品徵收25％的關稅。市場的反應迅速，一天中比特幣下降了9.3％至93,000美元。

The suspension of tariffs on North American neighbors brought a short-term rebound, but the steel tariff upgrade and the “reciprocal tariff” plan announced on February 10, coupled with the epic $1.4 billion hacking incident of the Bybit exchange, pushed Bitcoin further down. Finally, under the impact of the copper tariff review news on February 25, Bitcoin fell below the $80,000 mark for the first time since November 2024.

北美鄰國的關稅暫停帶來了短期反彈，但鋼製關稅升級和2月10日宣布的“互惠關稅”計劃，再加上Bybit Exchange的史詩般的14億美元黑客入侵事件，將比特幣進一步降低。最終，在2月25日的銅關稅評論新聞的影響下，比特幣以自2024年11月以來首次低於80,000美元。

Market Observation: BitMEX data showed that open interest in futures contracts fell by 37% in February, indicating that a large amount of leveraged funds withdrew from the market.

市場觀察：BITMEX數據顯示，對期貨合約的開放興趣在2月下降了37％，這表明大量槓桿資金退出了市場。

On March 4, the double-edged sword of policy: the White House released contradictory signals: the announcement of a strategic digital asset reserve plan including XRP boosted confidence, but doubled the tariff on China to 20%. This “carrot and stick” strategy caused Bitcoin to continue to fluctuate in the range of $84,000-90,000.

3月4日，兩劍政策的劍：白宮發布了矛盾的信號：宣布包括XRP信心在內的戰略性數字資產儲備計劃的宣布，但使中國的關稅增加了一倍，達到20％。這種“胡蘿蔔和棍子”策略導致比特幣繼續波動在84,000-90,000美元之間。

On March 18, the precursor to the turning point, Treasury Secretary Bensont expressed his position on the “differentiated tariff” policy for the first time, suggesting that tariff escalation could be avoided if trading partners lowered barriers. The market interpreted this as the first ray of light of policy softening, and Bitcoin rebounded 3.1% in a single day to break through $85,000.

3月18日，轉折點的前身，財政部長本森特（Bensont）首次在“差異化關稅”政策上表達了自己的立場，這表明如果交易夥伴降低了障礙，則可以避免關稅升級。市場將其解釋為政策軟化的第一光，比特幣在一天內反彈3.1％，破損85,000美元。

On March 20, the Federal Reserve decided to keep interest rates unchanged, and the dot plot showed at least two interest rate cuts this year. The moment the resolution was announced, the price of Bitcoin soared by more than 4%, breaking through the resistance level of $84,000.

3月20日，美聯儲決定將利率保持不變，DOT圖顯示今年至少降低了兩次利率。宣布決議的那一刻，比特幣的價格飆升了4％以上，打破了84,000美元的阻力水平。

On March 24, the policy resonance effect was stimulated by the dual stimulation of the expectation of loosening tariff policy and easing liquidity. Bitcoin rebounded 8.7% in a single week and approached $89,000. On-chain data showed that the giant whale address (holding more than 1,000 BTC) increased its holdings of 213,000 bitcoins during this period, the largest single-week accumulation since the fourth quarter of 2024.

3月24日，通過雙重刺激放鬆關稅政策和緩解流動性的雙重刺激，刺激了政策共振效應。比特幣在一個星期內反彈8.7％，接近89,000美元。鏈上的數據顯示，在此期間，巨大的鯨魚地址（持有1,000多個BTC）增加了其213,000比特幣的持股，這是自2024年第四季度以來最大的單週累積。

Although there were signs of recovery in late March, the effective date of “reciprocal tariffs” on April 2 is like a sword of Damocles hanging over our heads. Bitget Research Institute's simulation shows that if the tariffs are fully implemented, they will drag down the price of Bitcoin to the 78,000s.

儘管3月下旬有恢復的跡象，但4月2日的“互惠關稅”的生效日期就像一把Damocles懸掛在我們的頭上。 Bitget研究所的模擬表明，如果關稅已完全實施，它們將將比特幣的價格拖到78,000秒。

Institutional Strategy: Liquifi monitored that the net inflow of stablecoins reached US$4.7 billion in the last two weeks of March, indicating that funds are “loaded” and waiting for a direction decision.

機構策略：Liquifi監視了穩定幣的淨流入在3月的最後兩週內達到47億美元，這表明資金已“加載”並等待指示決定。

The crisis exposed a profound transformation in the cryptocurrency market. Compared to the previous crashes that were driven by purely technical factors, this time, government policies and macroeconomic trends played a decisive role.

這場危機暴露了加密貨幣市場的深刻轉變。與以前由純技術因素驅動的崩潰相比，這次政府政策和宏觀經濟趨勢發揮了決定性的作用。

As analysts at Amber Group said : “When a presidential tweet can wipe out $30 billion in market value in an instant, this market can no longer pretend to live outside the law.” This baptism may be a required course for cryptocurrencies to integrate into the mainstream financial system.

正如琥珀集團（Amber Group）分析師所說：“當總統推文可以立即消除300億美元的市場價值時，這個市場不再假裝生活在法律之外。”這種洗禮可能是加密貨幣集成到主流金融體系中所必需的課程。