📉 In the short term, Trump's proposed tariffs add to the current risk-off sentiment—ETF flows, correlations with stocks, and macro uncertainty are already weighing on Bitcoin.
🗣 While debates rage on about whether tariffs will hurt importers or exporters or whether Trump will roll back some after negotiations, one thing is certain: inflation. And inflation is historically a positive for $BTC.
🌊Liquidity injections, growth of money supply (M2) and potential QE will follow as a weak economy struggles with disrupted supply chains—another long-term positive for Bitcoin
⚖️ During trade wars and geopolitical uncertainty, investors run to gold. With Bitcoin’s correlation to gold, this could be another tailwind
💡 So while tariffs may be a short-term drag, structurally, they are bullish for Bitcoin in the long run. You also need to remember that quite a lot of negativity is already built into the price, and if there is no new round of counter-tariffs, positive sentiment may appear sooner.
🗣 While debates rage on about whether tariffs will hurt importers or exporters or whether Trump will roll back some after negotiations, one thing is certain: inflation. And inflation is historically a positive for $BTC.
🌊Liquidity injections, growth of money supply (M2) and potential QE will follow as a weak economy struggles with disrupted supply chains—another long-term positive for Bitcoin
⚖️ During trade wars and geopolitical uncertainty, investors run to gold. With Bitcoin’s correlation to gold, this could be another tailwind
💡 So while tariffs may be a short-term drag, structurally, they are bullish for Bitcoin in the long run. You also need to remember that quite a lot of negativity is already built into the price, and if there is no new round of counter-tariffs, positive sentiment may appear sooner.
Trade active
#Bitcoin & Macro Update 📝As I said earlier, tariffs may be a short-term drag, but they are bullish for Bitcoin in the long run. And what we see now is that Bitcoin remains structurally strong.
🧠 While headlines focus on risks, the deeper driver is liquidity. Historically, expansions in global money supply (M2) have been a key tailwind for Bitcoin, and
BTC continues to mirror M2 with a 3-month lag.💡 Some short-term pullbacks are still possible, but overall, I expect the broader uptrend to continue. This will provide a breath of fresh air for the crypto market, which we are already beginning to witness.
Trade closed: target reached
#Bitcoin & Liquidity Outlook
📝 When BTC dropped to $75K, many were quick to declare the start of a new bear market. But I repeatedly emphasized that this was a short-term correction, not a structural reversal. And so far, price action has followed that thesis.
📍 As noted earlier, macro liquidity remains the key driver. Bitcoin continues to mirror the M2 money supply with a 3-month lag, and the latest surge in global liquidity is clearly reflected in BTC’s renewed strength.
💡 While the broader picture remains bullish, opening light hedge shorts (on a small portion of the portfolio) in the $102K–$107K range could be a smart risk management option in the late phase of the market.
Note
#Bitcoin ATH after Tariffs
📝 Bitcoin just broke new all-time highs (as I posted), and while narratives circle around ETFs and halving, the real fuel was flowing quietly: liquidity.
💧 The M2 money supply has been rising since late 2023—and Bitcoin followed almost perfectly, just like in previous cycles. Liquidity led,
BTC responded.📍Short-term fear from tariffs, macro uncertainty, and bond market instability shook risk assets… but that’s exactly what triggered the response: Central banks started injecting liquidity to calm markets.
📊 Add in the growing expectation of rate cuts ahead, and you’ve got the perfect setup for a structurally bullish Bitcoin environment.
💡 If you followed my advice and entered the market at 16k, you’re now deep in profit. But this is also when emotions get loud and greed kicks in. Stay focused. Don’t let euphoria blind you. Take profits gradually, hedge risk, and prepare for volatility. This market still has upside potential.
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
💰Free Channel t.me/FeelsStrategy
🤵For more info contact t.me/VolodymyrFeels
🤵For more info contact t.me/VolodymyrFeels
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.