区块客

Bitcoin has seen continuous outflows, with prices declining, coupled with the uncertainties of Trump's tariff policy, resulting in a sluggish market atmosphere; in contrast, Ether has performed better, with expectations that the SEC may approve applications related to Ether ETFs, but the market remains filled with uncertainties. Risks such as US-China trade tensions and the Russia-Ukraine conflict have intensified, leading investors to adopt a wait-and-see approach, which affects the performance of the Crypto Assets market, necessitating attention to market trends.

Donald Trump's two sons, Donald Trump Jr. and Eric Trump, publicly expressed bullish sentiment on Bitcoin, predicting that Bitcoin will surpass $170,000 by the end of 2026. They also revealed that the key driving force behind the Trump family's entry into the crypto world is Bitcoin's major bull, Michael Saylor, the founder of Strategy.
Donald Trump Jr. predicts that Bitcoin will reach between $150,000 and $175,000 by the end of 2026; Eric Trump jokingly stated that Bitcoin "will soar all the way to the moon," then shifted his tone to point out that the supply cap of Bitcoin is amplifying the market's perception of scarcity:
>
> Every day, billions of dollars continue to flow into the Bitcoin market, 0.1 Bitcoin in the future

As discussions about MetaMask considering the launch of a native Token surface, co-founder Dan Finlay reveals the possibilities but emphasizes that announcements will be made through official channels. Amid the regulatory risks being in a gray area, he calls on the industry to break boundaries through issuing coins. MetaMask is actively enhancing user experience to address challenges from new competitors. Dan Finlay warns that regulatory laws still pose risks.

According to the CryptoQuant report, the price of Ether has recently fallen to its lowest point since 2019, but has since rebounded. However, compared to Bitcoin, Ether is still in a significantly discounted state, with its ETH/BTC market price MVRV ratio having entered the "severely undervalued" range, indicating that the price of Ether has fallen too much compared to Bitcoin, which has often been a signal for price rebounds in the past. However, CryptoQuant analysts believe that the current market environment is different from before, making this undervaluation indicator no longer carry the same meaning.
The reasons why Ether is undervalued include multiple fundamental factors. First, the Dencun upgrade in March 2024 led to a decrease in transaction fees and a reduction in the amount of Ether being burned, resulting in inflationary pressure re-emerging and breaking the previous deflation narrative. Second, on-chain activity has been weak since 2021, with a decline in the number of transactions and active addresses.

Donald Trump's second son, Eric Trump, Executive Vice President of the Trump Organization, stated that if banks do not embrace blockchain technology, they may face the fate of "extinction within 10 years."
Eric Trump stated during an interview with CNBC on Wednesday: "The modern financial system has long been fragmented, inefficient, and costly." He added:
> Anything that operates on the Blockchain can perform better than existing financial institutions. Take the international banking communication and payment system SWIFT (Society for Worldwide Interbank Financial Telecommunication) as an example; it is simply a disaster.
>
>
The Trump family is no stranger to cryptocurrency and blockchain technology. Eric Trump and his brother Donald Trump Jr.

Standard Chartered's latest report predicts that the overall stablecoin market will skyrocket to $2 trillion by the end of 2028, almost 10 times the current $230 billion, and the catalyst for this wave of growth is the GENIUS Act, which is expected to be legislated in the United States this summer.
The bill, known as the Guiding and Establishing National Innovation for U.S. Stablecoins Act, was voted by the Senate Banking Committee last month and will be enacted as soon as this summer.
Geoffrey, Head of Global Digital Asset Research, Standard Chartered

On Saturday, U.S. Customs added an exemption clause in response to President Trump's announcement of a temporary exemption from 'reciprocal tariffs' for electronic products such as smartphones, laptops, and memory chips, slightly easing consumer concerns about rising prices of technology goods imported from China. However, on Sunday, U.S. Secretary of Commerce Howard Ratnik reiterated that these products will be included in another tariff action targeting semiconductors within 1 to 2 months, leaving future policies full of uncertainty.
The latest guidelines from the U.S. Customs and Border Protection also exclude 20 types of products, including semiconductor manufacturing equipment, tablets, Apple watches, and computers, from tariff implementation for the time being. However, punitive tariffs against China remain in place, including an additional 20% tariff for its role in the fentanyl trade. The Chinese Ministry of Commerce called this move a minor correction of the U.S. unilateralism error and a subtle hint that the U.S. tariff policy is beginning to yield to China.
It is worth noting that,

In the past few hours, the price of Bitcoin suddenly fell, plummeting from nearly 83,000 dollars to below 79,000 dollars. According to CoinGlass data, about 600 million dollars in leveraged positions were liquidated, and the market liquidation level surged significantly. This drop occurred after Bitcoin's stable performance over the past few days, outperforming major indices. However, the price drop that occurred early this morning mainly reflects the concerns of specific large investors about the future market.
Currently, the sentiment in the US tech market is tense, as President Trump announced comprehensive reciprocal tariffs globally. The market anticipates that the EU may impose retaliatory tariffs, and investors are worried about a severe situation when trading opens on Monday. Additionally, many hedge funds received warnings about margin calls and financing maintenance rates over the weekend. Some analysts believe that the market will experience more intense deleveraging, assuming that Trump's policies do not change or ease in the future, then the market's downward trend.

U.S. President Trump claimed that on Wednesday (April 2), he will promote "Liberation Day" and announce a new wave of reciprocal tariff policies aimed at reducing reliance on foreign goods and strengthening the domestic economy. As this day approaches, we have observed more dumping activities in the cryptocurrency market, with Bitcoin prices slowly sliding back to the $82,000 range, and overall volume also shrinking, indicating a strong wait-and-see sentiment among investors.
Although economists generally believe that this will lead to rising prices and declining household incomes, Trump insists on implementing it and encourages businesses to invest to avoid tariffs. He proposed a reciprocal tariff policy, taxing countries such as the EU, South Korea, Brazil, and India, meaning that the U.S. will impose the same proportion of tariffs as other countries impose on the U.S. Last week, Trump announced a 25% tariff on imported cars, citing that the U.S. has been at a disadvantage in trade for a long time.
However, regarding inflation, Trump is concerned.

New York data scientist Alex McCullough analyzed the accuracy rates of Polymarket over different time ranges on the Dune platform, finding that accuracy improved over time, reaching a peak of 94.2%. However, market biases and price fluctuations mean that the final results of trades cannot serve as precise decision-making bases. McCullough emphasizes the need for caution when observing long-term market accuracy and points out that participants often overestimate the likelihood of events occurring.