According to The Kobeissi Letter, the White House will increase tariffs on steel imports from 25% to 50% starting next week (source: The Kobeissi Letter on Twitter, May 30, 2025). This move is expected to heighten global trade tensions and could trigger increased market volatility. Crypto traders should monitor for potential capital flows from traditional assets to cryptocurrencies as investors seek hedges against uncertainty. The rapid policy shift may also impact large-cap coins like Bitcoin and Ethereum, as risk sentiment shifts in response to escalating US-China trade friction.

According to The Kobeissi Letter, the return of the trade war has pushed the Fear & Greed Index up by 62 points from its recent low, entering the 'Greed' zone (source: @KobeissiLetter, May 23, 2025). This rapid sentiment shift signals higher risk appetite in financial markets, typically leading to increased volatility in major cryptocurrencies like Bitcoin and Ethereum. Traders should closely monitor these sentiment indicators, as heightened 'Greed' often precedes sharp corrections and impacts crypto price action.

According to The Kobeissi Letter, President Trump has announced that a 50% tariff on the European Union will be implemented starting June 1st, marking a renewed escalation in the US-EU trade war (source: The Kobeissi Letter, May 23, 2025). This move is expected to create significant volatility across global equity and currency markets, with immediate knock-on effects for cryptocurrencies as traders seek hedges against fiat instability and macroeconomic uncertainty. Historically, heightened trade tensions have led to increased Bitcoin and altcoin trading volumes, as investors look to digital assets for portfolio diversification during geopolitical risk events (source: CoinDesk, previous trade war cycles). Traders should closely monitor crypto price action and volatility indices in the lead-up to June 1st, as sharp movements in both traditional and digital asset markets are likely.

According to Omkar Godbole, the current market conditions signal a strong bullish outlook for Bitcoin (BTC), with a record high anticipated soon. This perspective is supported by the breakout in the AUDJPY currency pair, which indicates that traders are discounting the destabilizing effects of ongoing trade wars, fostering a broad risk-on environment. Such macro developments are typically positive for high-risk assets like cryptocurrencies, suggesting upward momentum for BTC in the near term (Source: Omkar Godbole, Twitter, May 13, 2025).

According to Milk Road (@MilkRoadDaily), the United States and China have agreed to a 90-day temporary reduction in trade tensions, aiming to stabilize global markets. For cryptocurrency traders, this truce could ease macroeconomic uncertainty and potentially support bullish momentum for Bitcoin, as reduced geopolitical risks historically correlate with higher risk-on asset inflows. The crypto community is closely watching for a potential new all-time high for Bitcoin, as the global risk environment improves (source: Milk Road on Twitter, May 12, 2025).

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.