特朗普的关税休战：比特币市场正在上升

4月9日（星期三），美国市场经历了壮观的周转，导致与比特币相关的股票激增。

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），美国市场经历了壮观的周转，导致与比特币相关的股票激增。原因是：唐纳德·特朗普总统宣布的关税的90天停顿。一场排除中国的部分休战，但足以重新激发对加密资产的胃口。

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，中国通过对美国产品征收84％的关税来对唐纳德·特朗普的关税进行报复，华盛顿观察到了战略性的90天停顿。使市场能够恢复看涨的道路的喘息之处。在最高收益中，我们有战略。最大的公开交易比特币持有人在本周初跌至236美元后，其股票上涨了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.

然后，ETF T-Rex 2X长MSTR飙升了46％，证实了投资者对与BTC相关的杠杆产品的兴趣。加密交易所平台Coinbase（NASDAQ：COIN）的记录增长了18％，达到179美元。 Cathie Wood的基金Ark Invest支持的表演，最近几天购买了超过3,100万美元的Coinbase股票。

In bitcoin mining, the trend is equally explosive:

在比特币采矿中，趋势同样具有爆炸性：

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%.

所有人都从比特币股票的历史性反弹中受益。即使是Robinhood，其加密货币收入在去年年底爆炸了，其股票上涨了23％。

Why Such Enthusiasm?

为什么如此热情？

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.

投资者预计市场会放松时期，有利于风险资产。历史上与比特币运动和宏观经济公告相关的加密股票完全受益于这种新的动态。不确定性的气候降低了，交易者试图将自己重新定位于高潜力股票上。

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.

这种新的兴趣再次说明了政治决策对更广泛的加密生态系统的影响。除了比特币之外，现在是暴露于区块链的公开交易的公司，作为市场情绪的高级指标。

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.

当日本到达华盛顿讨论特朗普的关税时，这种商业镇定暂时抬起了一把悬挂在市场上的大马克。比特币相关的加密股票（通常对地缘政治决策）过度敏感。这次反弹是可持续的还是仅仅是技术反弹，还有待观察。