特朗普的關稅休戰：比特幣市場正在上升

4月9日（星期三），美國市場經歷了壯觀的周轉，導致與比特幣相關的股票激增。

American markets experienced a spectacular turnaround this Wednesday, April 9, causing a surge in bitcoin-related stocks. The cause: the 90-day pause on tariffs announced by President Donald Trump. A partial truce that excludes China, but was enough to rekindle the appetite for crypto assets.

4月9日（星期三），美國市場經歷了壯觀的周轉，導致與比特幣相關的股票激增。原因是：唐納德·特朗普總統宣布的關稅的90天停頓。一場排除中國的部分休戰，但足以重新激發對加密資產的胃口。

At the moment China retaliates against Donald Trump’s tariffs by imposing 84% tariffs on American products, Washington observes a strategic 90-day pause. A respite that allowed the market to resume its bullish path. Among the highest gains, we have Strategy. The largest publicly traded bitcoin holder saw its stock rise by 23% to $292, after falling to $236 at the beginning of the week.

目前，中國通過對美國產品徵收84％的關稅來對唐納德·特朗普的關稅進行報復，華盛頓觀察到了戰略性的90天停頓。使市場能夠恢復看漲的道路的喘息之處。在最高收益中，我們有戰略。最大的公開交易比特幣持有人在本周初跌至236美元後，其股票上漲了23％，至292美元。

Then the ETF T-Rex 2X Long MSTR soared by 46%, confirming investor interest in leveraged products related to BTC. Coinbase (NASDAQ:COIN), the crypto exchange platform, recorded an 18% increase, reaching $179. A performance supported by Ark Invest, Cathie Wood’s fund, which has bought over $31 million in Coinbase shares in recent days.

然後，ETF T-Rex 2X長MSTR飆升了46％，證實了投資者對與BTC相關的槓桿產品的興趣。加密交易所平台Coinbase（NASDAQ：COIN）的記錄增長了18％，達到179美元。 Cathie Wood的基金Ark Invest支持的表演，最近幾天購買了超過3,100萬美元的Coinbase股票。

In bitcoin mining, the trend is equally explosive:

在比特幣採礦中，趨勢同樣具有爆炸性：

All benefited from this historic rebound in bitcoin stocks. Even Robinhood, whose crypto revenues exploded at the end of last year, saw its stock rise by 23%.

所有人都從比特幣股票的歷史性反彈中受益。即使是Robinhood，其加密貨幣收入在去年年底爆炸了，其股票上漲了23％。

Why Such Enthusiasm?

為什麼如此熱情？

Investors anticipate a period of relaxation in the markets, favorable for risk assets. Crypto stocks, historically correlated with bitcoin movements and macroeconomic announcements, fully benefit from this new dynamic. The climate of uncertainty eases, and traders seek to reposition themselves on high-potential stocks.

投資者預計市場會放鬆時期，有利於風險資產。歷史上與比特幣運動和宏觀經濟公告相關的加密股票完全受益於這種新的動態。不確定性的氣候降低了，交易者試圖將自己重新定位於高潛力股票上。

This renewed interest illustrates once again the impact of political decisions on the broader crypto ecosystem. Beyond bitcoin, it is now the publicly traded companies exposed to blockchain that play a role as an advanced indicator of market sentiment.

這種新的興趣再次說明了政治決策對更廣泛的加密生態系統的影響。除了比特幣之外，現在是暴露於區塊鏈的公開交易的公司，作為市場情緒的高級指標。

As Japan arrives in Washington to discuss Trump’s tariffs, this commercial calm has temporarily lifted a sword of Damocles that hung over the markets. Bitcoin-related crypto stocks, often hypersensitive to geopolitical decisions, emerge strengthened. It remains to be seen whether this rebound is sustainable or if it is just a technical bounce.

當日本到達華盛頓討論特朗普的關稅時，這種商業鎮定暫時抬起了一把懸掛在市場上的大馬克。比特幣相關的加密股票（通常對地緣政治決策）過度敏感。這次反彈是可持續的還是僅僅是技術反彈，還有待觀察。