当特朗普总统暂停关键技术关税时，比特币鲸回到焦点

在特朗普总统意外宣布对关键技术关税的90天停顿之后，比特币重新升起了这个周末的聚光灯

President Trump's unexpected 90-day pause on key tech tariffs announced Wednesday appears to have massively sparked risk appetite across the crypto market, with Bitcoin surging back into the spotlight this weekend.

特朗普总统在周三宣布的主要技术关税上意外的90天停顿似乎在整个加密货币市场上大大引起了风险的胃口，本周末，比特币重新引起了人们的关注。

The move, which exempts products like smartphones, computer chips, and other critical components from previously announced 125% reciprocal tariffs on Chinese imports, has already seen a huge shift in activity from BTC whales.

此举免除了智能手机，计算机芯片和其他关键组件等产品，以前宣布的中国进口产品的互惠关税已经发生了巨大的转变。

According to on-chain analytics platform Santiment, the number of wallets holding 10 or more BTC has shot up by 132 in just 24 hours, a strong indicator that high-stake investors are returning to the market.

根据《链分析平台》的说法，持有10或更多BTC的钱包的数量在短短24小时内就增加了132次，这是一个有力的指标表明，高风险投资者正在返回市场。

"Bitcoin’s whales and sharks are growing in number, indicating a sudden shift after Trump implemented his 90-day tariff pause yesterday," Santiment shared on Thursday. "This suggests a higher level of confidence from crypto’s key stakeholders."

“比特币的鲸鱼和鲨鱼的数量正在增长，这表明特朗普昨天实施了90天的关税停顿后突然发生了变化。” “这表明加密蛋糕的主要利益相关者的信心更高。”

The tariff exemptions, covering around $390 billion in imports including over $100 billion from China, were designed to give U.S. companies time to shift their supply chains away from China.

关税豁免涉及约3900亿美元的进口，包括超过1000亿美元的中国进口，旨在使美国公司有时间将其供应链从中国转移。

For major tech firms like Apple and Nvidia, this provides short-term relief from what was shaping up to be a supply chain disaster. Prior to the exemption, Apple alone had seen its market value decline by more than $640 billion amid investor concerns over rising production costs and inflated consumer prices.

对于像Apple和Nvidia这样的主要科技公司，这可以从供应链灾难中造成短期缓解。在豁免之前，仅苹果公司的市场价值下降了超过6400亿美元，因为投资者担心生产成本上涨和消费者价格上涨。

But it’s not just the tech sector showing signs of recovery. Bitcoin broke through the $83,000 mark within hours of the announcement, pulling back slightly on Thursday before continuing its bullish run through Friday and into Saturday.

但这不仅仅是技术部门显示恢复的迹象。比特币在宣布公告的数小时内打破了83,000美元的大关，周四稍微退缩，然后继续前进到周五和星期六。

This rally is being reinforced by strong social buzz, particularly around the words "exemption" and "tariffs," showcasing how closely market sentiment is following policy moves.

强烈的社会嗡嗡声加强了这一集会，尤其是围绕“豁免”和“关税”一词，展示了市场情绪之后的政策动作的紧密程度。

Crypto markets have traditionally mirrored the performance of high-growth tech stocks, often grouped together as the 'innovation' asset class. Both sectors tend to take a hit when trade war fears escalate, as noted by Santiment analyst BrainQ. However, as those fears subside, capital tends to flow back into both tech and crypto simultaneously.

传统上，加密市场反映了高增长技术股票的性能，通常将其归类为“创新”资产类别。正如Santiment分析师Brainq指出的那样，当贸易战恐惧升级时，这两个部门往往会受到打击。但是，由于这些恐惧消退，资本倾向于同时回到技术和加密货币。

This surge in confidence isn't just limited to the direct impact on the crypto sector. The tariff exemption also included semiconductor components, an integral part of the crypto ecosystem used in mining and blockchain development.

这种信心激增不仅限于对加密货币部门的直接影响。关税豁免还包括半导体组件，这是用于采矿和区块链开发的加密生态系统的组成部分。

Securing a stable supply and cost-effective access to these chips will support the industry's broader infrastructure.

确保稳定的供应和具有成本效益的筹码将支持该行业更广泛的基础设施。

That said, while trading activity remains elevated and whales appear to be accumulating, broader public sentiment is just beginning to catch up, likely due to lower news tracking over the weekend.

也就是说，尽管贸易活动仍在提升，并且鲸鱼似乎正在积累，但更广泛的公共情绪才刚刚开始赶上，这可能是由于周末的新闻跟踪较低。

However, with Wall Street closed until Monday, many anticipate a rally in tech stocks, which could further boost Bitcoin and altcoins in the coming days.

但是，随着华尔街关闭到星期一，许多人预计技术股票的集会可能会在未来几天进一步提高比特币和山寨币。

For now, all eyes are on how long this bullish momentum can last before crowd FOMO either accelerates or abruptly cools the rally.

就目前而言，所有的看涨势头都可以持续多长时间，而Fomo会加速或突然冷却集会。

BTC was trading at $83,455 at press time, indicating a 2.77% surge in the past 24 hours.

BTC在发稿时的交易价格为83,455美元，这表明过去24小时的增长速度为2.77％。