老崔：关税重回正轨，币圈牛市启动？

Group 1 - The cryptocurrency market is experiencing upward momentum, with Bitcoin approaching the 110,000 mark, which is positively influencing other cryptocurrencies like Ethereum, which has surpassed 2,800 [3][5] - The recent tariff news has established a framework that is expected to alleviate tensions between the US and China, particularly in the rare earth and chip sectors, leading to increased capital inflow into the cryptocurrency market [5][7] - The current inflow of cash into the cryptocurrency market is at a recent high, primarily through cash purchases rather than stablecoins, indicating strong traditional capital support for future price increases [5][7] Group 2 - New regulations in China are aimed at the unified management of confiscated cryptocurrency assets, which is a step towards legal compliance and may reduce previous concerns about overseas capital outflows [7][9] - The Hong Kong market is becoming more open, with upcoming legislation on stablecoins, which could facilitate capital inflow and stabilize the Asian economy [7][9] - Investors are advised to focus on long positions in the current market environment, as the potential for significant downturns is limited, and the overall trend is expected to be upward [7][9] Group 3 - The performance of spot trading has been favorable, with many investors seeing profits since last year, emphasizing the importance of long-term investment strategies over short-term speculative trading [9][11] - For contract traders, it is crucial to manage risk effectively and be prepared for potential losses, as the current market conditions may not favor contract trading due to tariff uncertainties [11][15] - The overall sentiment in the cryptocurrency market suggests that it is essential to maintain a clear strategy and avoid excessive greed, focusing on realistic profit expectations [15][16]