On August 1, the market woke up to a cold shower: Donald Trump announced the start of new tariffs — and that was enough to trigger a sharp decline.
Here’s a deeper look at what happened below 👇
— Trump announced the first package of trade tariffs. The news broke during the Asian session when liquidity is minimal.
— Bitcoin instantly pierced the $115,000 level.
— In 12 hours, $600 million was liquidated, of which $540 million was from long positions.
Adding to this is the fatigue in the stock market and a general decrease in risk appetite — creating perfect conditions for a cascade of liquidations.
🔥 The SEC seemed to choose the perfect moment for a show:
1️⃣ The application for the first ETF on a meme token — Canary PENGU — has been confirmed.
2️⃣ MicroStrategy is applying to issue bonds worth $4.2 billion for new BTC purchases.
3️⃣ The Project Crypto initiative has been launched: the goal is to adapt infrastructure for blockchain.
4️⃣ Guidance is being updated on defining crypto-assets as securities.
If all this sounds like “something big is coming” — you’re not mistaken.
— The dump was technical: low liquidity + an emotional headline.
— The SEC and major players are not running away — on the contrary, they are making applications and creating infrastructure.
❗️ While the crowd plays the guessing game of “bottom or not bottom” — major players are already paving the way for the next cycle.
Of course, you can nervously refresh the chart after every Trump tweet.
Or you can calmly work with probabilities, build positions where others lose focus — and be in the market when the real movement begins. 😉
