According to The Kobeissi Letter referencing data from Kalshi, prediction markets now set the median expectation for Bitcoin at $124,000 by 2025, signaling a potential 24% upside from current price levels. Bitcoin has already rebounded over 30% from its recent lows, with traders attributing this momentum to heightened global trade tensions. The data highlights growing bullish sentiment in crypto markets as macroeconomic uncertainty drives investors toward digital assets (source: @KobeissiLetter via Twitter, citing Kalshi).

According to The Kobeissi Letter, the US Dollar Index ($DXY) has reached a new 52-week low, weakening nearly 10% since the onset of the trade war (source: The Kobeissi Letter, May 5, 2025). This decline in the dollar makes USD-denominated gold more attractive and affordable for foreign investors, increasing gold's appeal as a hedge against currency risk. Traders are observing gold's strong correlation with tariff announcements, positioning it as a leading indicator for trade-related volatility. This trend offers actionable insights for forex and commodity traders seeking to capitalize on shifts in USD and gold price movements.

According to @MilkRoadDaily, the ongoing trade war has intensified with increased tariffs and a ban on Nvidia chip exports, while China shows willingness to negotiate if the US modifies its stance. This development could create volatility in cryptocurrency markets due to Nvidia's significant role in crypto mining hardware.

According to The Kobeissi Letter, the economic policy uncertainty index has reached unprecedented levels, significantly surpassing the 2019 Trump Trade War 1.0 figures. This heightened uncertainty could lead to increased volatility in cryptocurrency markets, as traders adjust their strategies to navigate the tumultuous economic landscape.

According to The Kobeissi Letter, the White House has announced new tariffs of up to 245% on Chinese imports, increased from 145%, due to retaliatory actions. This significant policy change could lead to volatility in cryptocurrency markets as investors seek alternative hedges against market instability. Analysts suggest monitoring Bitcoin and Ethereum closely for potential price movements.