美国加拿大的关税推迟了，比特币从暴跌中恢复到92,000美元，Microstrategy股票篮板4％

拟议的贸易战争显然已经解决（或推迟），但对中国的关税仍然存在。

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%.

总理贾斯汀·特鲁多（Justin Trudeau）表示，美国和加拿大之间的关税已被推迟了30天，因为比特币从较早的投资中收回到92,000加元，而MicroStrategy的股票价格回弹了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.

拟议的贸易战争显然已经解决（或推迟），但对中国的关税仍然存在。这是可能未来市场行动的积极且低估的组成部分。

Canada, US Halt Tariffs

加拿大，美国停止关税

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.

美国对加拿大，墨西哥和中国关税的威胁在当今的加密市场中发挥了混乱。技术库存已经由于DeepSeek而在摇摆不定，但据报道，关税的实施导致了20亿美元的消失。这些报告可能低估了实际损失，这可能高达100亿美元。

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.

周一早晨，比特币降至92,000美元，与加密相关的股票看到了显着的清算。值得注意的是，在关税公告后，Microstrategy的MSTR损失了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，墨西哥总统克劳迪娅·辛巴姆（Claudia Sheinbaum）与唐纳德·特朗普（Donald Trump）达成了一项协议，推迟了可能的贸易战。据总理贾斯汀·特鲁多（Justin Trudeau）宣布，加拿大达成了类似的协议，该协议将暂停所有关税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.

“我刚刚与特朗普总统打了一个好电话。加拿大正在实施我们13亿美元的边境计划 - 加强了与新斩波器，技术和人员的边界，与我们的美国合作伙伴的协调增强，并增加了资源以阻止芬太尼的流动。在我们一起工作时，提议的关税将至少暂停30天。”他说。

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.

换句话说，这些关税给市场造成了实质性创伤，但加拿大和墨西哥已经达成了一项协议。这是一种特别的救济，因为加拿大在加密经济中融合了整合，并且可能在加密价值中发挥出色的作用。

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，自协议以来，所有主要的“美国制造”加密货币都弹跳了。尤其是比特币和XRP，主要是从早期清算中恢复的。在报告时，BTC飙升至102,000美元。

Crypto Stocks Bounce Back

加密股票反弹

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

在加拿大对关税的交易之后，微型流通和其他比特币采矿股（例如Mara）已从早期的损失中进一步恢复。

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.

今天早些时候，MicroStrategy通过破坏了比特币购买的12周连胜使市场感到惊讶。迈克尔·赛勒（Michael Saylor）没有直接评论这种停顿的原因，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，这一事件远非“一切顺利结束”的情况。简而言之，美国威胁要以主要关税的最接近盟友之一，并严重损害了他们的工作关系。

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.

那肯定会带来后果。目前尚不清楚这一事件如何影响美国加拿大的贸易，但是有几个令人担忧的迹象。同样，如果在一个月后再次执行关税，则可能会对加密货币市场产生类似的影响。

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，尽管加拿大和墨西哥与特朗普进行了谈判，但中国一直很安静。如DeepSeek所示，中国清楚地证明了其最近破坏美国股票市场的能力。它的响应可能是关键的。