TL;DR
We usually cover RWAs and DeFAI. But today? The macro just hijacked everything. Markets got hit. Crypto bled. The world responded. Here’s what happened—and where we might be headed next.
1. The Trigger: Tariffs Spark a Global Meltdown
President Trump reignited the trade war with a bold new wave of tariffs targeting China and the EU. In response, China hit back with a 34% tariff on all U.S. goods.
Markets didn’t flinch—they panicked:
Hong Kong -14% (worst since ’97)
Japan & Taiwan -10%
Europe -5%+
S&P 500 entered bear market territory
VIX spiked to 60 → highest fear reading since August 2024 ⚠️
This wasn’t just a correction. It was a macro reset.
2. Crypto Crashed Harder
Risk-off vibes crushed digital assets:
BTC: Down 7.2% → $76.7K
ETH: Down 16.8% → $1,484
SOL: Down 15.8%
XRP: Down 14.6%
DOGE: Down over 30%
Total crypto market cap: Down 9.8% → $2.52T
Bitcoin dominance surged to 63%—last seen in 2021.
When panic hits, BTC becomes king again 👑
3. On-Chain Intel
IntoTheBlock
What the blockchain is whispering:
BTC large txn volume: -9.8% → whales chilling
ETH daily active addresses: -8.25%
DOGE: On-chain strength, no price support
Stablecoin flows: $187M inflow → hiding in stables
Exchange netflows: Major outflows for BTC & ETH
Sentiment: Mostly bearish across the board
Translation:
Smart money = hedging
Retail = shaken
Everyone = watching the macro 👀
4. Flight to Safety
Where’s capital moving?
10-Year Treasury: +8% YTD
TLT ETF: +6%
Stablecoins: Supply & inflows climbing 📈
People aren’t exiting—just parking funds until the storm clears.
5. 50+ Countries Are Coming to the Table
Over 50 countries have reached out to Trump to start trade negotiations.
His message:
Tariffs will come off. Markets will rip.
Recession? Not if this plays out.
If this unfolds right → we avoid long-term pain and flip back to full risk-on.
6. Final Take: Stay Cold. Stay Ready.
This isn’t 2008. It’s not 2020.
It’s a storm—but not the end.
BTC showing relative strength
Alts will bounce once volatility cools
Stablecoins say capital is waiting, not leaving
Global leaders want deals—not escalation
The moment fear fades, crypto’s rebound could be violent.
Stay ahead.
— CryptoNuggs
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