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Market insights: Ethereum challenges Bitcoin’s dominance, US dollar strengthens, gold dips as trade tariff fears ease

Market insights: Ethereum challenges Bitcoin’s dominance, US dollar strengthens, gold dips as trade tariff fears ease

From the US trade court’s decision to block President Trump’s global tariffs to Nvidia’s reassuring earnings report and the rising prominence of cryptocurrencies like Bitcoin and Ethereum, these developments are weaving a complex tapestry of risks and opportunities.

I’ll offer my perspective on how these factors are influencing global markets, currencies, commodities, and the burgeoning digital asset space. This analysis aims to provide a comprehensive view, grounded in facts and data, while steering clear of speculation or unsupported claims.

A trade ruling that shifts the risk calculus

The US trade court’s recent ruling to deem President Trump’s global tariffs illegal and block their implementation has sent ripples of relief through global markets. These tariffs, if enacted, would have affected trillions of dollars in international trade, casting a long shadow over supply chains, corporate profits, and consumer prices.

By halting this policy ahead of the critical July tariff timeline, the court has effectively dismantled a tactical risk that had been weighing heavily on investor sentiment. The immediate market response has been positive—Asian shares climbed in early trading, and US equity index futures are pointing to a robust 1.6 per cent higher opening for US stocks, signalling a collective sigh of relief among traders and analysts alike.

However, this victory for free trade advocates is tempered by significant uncertainty. The Trump administration has vowed to appeal the decision, setting the stage for a high-stakes legal showdown that could ultimately land before the Supreme Court. The implications of this potential escalation are staggering. A reversal of the trade court’s ruling could resurrect the tariffs, reigniting trade tensions with major partners like China, the European Union, and Canada.

Such an outcome would likely disrupt global commerce, exacerbate inflationary pressures, and erode the fragile confidence that markets have only just begun to regain. Conversely, if the Supreme Court upholds the current ruling, it could herald a period of relative stability, allowing businesses to plan with greater certainty and investors to focus on growth opportunities rather than defensive strategies.

It’s worth noting that the trade court’s decision doesn’t eliminate all tariff-related risks. Levies imposed under separate authorities—such as Section 232 tariffs on steel and aluminum and Section 301 tariffs targeting automobiles—remain in place. These measures continue to distort pricing and competitiveness in key industries, serving as a reminder that US trade policy remains a patchwork of protectionist impulses and legal challenges.

For now, though, the blocking of the global tariffs has tilted the risk sentiment in a more optimistic direction, offering markets a reprieve from one of the more ominous clouds on the horizon.

Nvidia’s earnings: A tech titan lifts spirits

While trade policy drama unfolds, Nvidia Corp. has provided a much-needed dose of optimism with its latest earnings report. CEO Jensen Huang’s confident assertion that the AI computing market is poised for “exponential growth”—even in the face of a slowdown in China—has soothed investor nerves and underscored the company’s resilience. Nvidia, a linchpin of the tech sector, reported a solid sales forecast that defied expectations of a China-driven slump, reinforcing its status as a market leader in semiconductors and artificial intelligence.

This performance is more than just a corporate success story; it’s a psychological anchor for a market grappling with uncertainty. The tech-heavy Nasdaq Composite may have dipped 0.5 per cent overnight, alongside the S&P 500 and Dow Jones (both down 0.6 per cent), but Nvidia’s results have injected a forward-looking positivity that transcends those short-term losses. Huang’s emphasis on AI’s growth potential taps into a broader narrative of technological innovation as a driver of economic progress, offering a counterweight to the geopolitical and macroeconomic headwinds buffeting other sectors.

That said, Nvidia’s triumph doesn’t erase the broader vulnerabilities within the tech industry. Supply chain bottlenecks, rising input costs, and the ever-present spectre of US-China tensions could still derail the sector’s momentum. China remains a critical market for Nvidia, and any escalation in trade disputes—or new restrictions on technology transfers—could complicate its growth trajectory.

For now, though, the company’s earnings have acted as a catalyst for improved risk sentiment, bolstering confidence in tech stocks and, by extension, the wider market.

Currencies and commodities: A tale of diverging signals

The shifting risk landscape has left its mark on currency and commodity markets, revealing a nuanced interplay of confidence and caution. The US dollar strengthened by 0.4 per cent, reflecting its enduring appeal as a safe-haven asset even as risk sentiment improves.

This appreciation has come at the expense of the yen, which weakened by 0.8 per cent, as investors pivot away from traditional safe-haven currencies in favour of riskier assets. The dollar’s resilience suggests that, despite the positive headlines, some market participants remain wary of unresolved risks—like the tariff appeal or geopolitical flare-ups.

In commodities, gold prices slipped 0.4 per cent to just below US$3,300 per ounce, a clear sign that haven demand is waning as investors feel less need for a defensive hedge. This decline aligns with the surge in risk appetite following the trade court ruling and Nvidia’s earnings, as capital flows back into equities and other growth-oriented investments.

Meanwhile, Brent crude oil tells a different story, rising 1.3 per cent to hover around US$65 per barrel. The tariff ruling has bolstered expectations of stable global demand, supporting oil prices even as other commodities soften.

These movements paint a picture of a market in transition—optimistic about the near term but not fully convinced that all risks have dissipated. The divergence between gold and oil highlights the uneven nature of this sentiment shift, with energy markets buoyed by trade relief and precious metals reflecting a cautious retreat from panic mode.

As the tariff appeal process unfolds, these markets will remain sensitive barometers of investor confidence, reacting swiftly to any hints of escalation or resolution.

The crypto conundrum: Bitcoin and Ethereum take centre stage

Perhaps the most intriguing subplot in this financial narrative is the evolving role of cryptocurrencies, particularly Bitcoin and Ethereum, against the backdrop of geopolitical and market developments. US Vice President JD Vance has thrust Bitcoin into the spotlight with his remarks at the Bitcoin Conference in Las Vegas, arguing that China’s hostility toward the cryptocurrency should spur the US to embrace it as a strategic asset.

Citing China’s ban on crypto trading and mining since 2021, Vance framed Bitcoin as a potential counterweight to Beijing’s influence in the digital economy, echoing President Trump’s March executive order establishing a strategic Bitcoin reserve with government-held tokens.

This rhetoric marks a striking shift in how cryptocurrencies are perceived—not just as speculative investments but as tools of national strategy. Trump’s pro-crypto stance, cultivated during his campaign with promises to be a “crypto president,” has already fuelled a resurgence in digital assets.

Bitcoin’s market cap recently crossed US$2 trillion, a milestone that underscores its growing mainstream acceptance. Yet, as Vance suggests, its strategic value may lie less in its price and more in its ability to position the US as a leader in a domain where China has ceded ground.

Ethereum, meanwhile, is carving out its own narrative, buoyed by predictions that it could outpace Bitcoin as institutional investors rotate into assets with staking yields. Trading above US$2,600 after a 40 per cent rally in May—spurred by the successful Pectra upgrade—Ethereum has regained prominence, flipping the ETH/BTC pair upward by more than 30 per cent since November 2022.

Analysts argue that Bitcoin’s dominance may be nearing a ceiling, as its massive market cap introduces diminishing returns that could cap its upside potential. Ethereum bulls, however, must defend key technical levels—like the rising trendline and 50-period EMA—to sustain this momentum and cement its edge.

The interplay between these two cryptocurrencies reflects broader market dynamics. Bitcoin’s ascent has been turbocharged by institutional inflows, with firms like Trump Media and Strive eyeing Bitcoin treasury strategies inspired by earlier adopters.

Yet, Ethereum’s appeal to large investors—thanks to its staking rewards in a low-yield world—positions it as a potential dark horse. Whether this sparks a new “altseason” remains uncertain, but the competition between Bitcoin and Ethereum underscores the crypto market’s maturation and its increasing entanglement with traditional finance.

Piecing it all together

Stepping back, the global financial system appears to be at a pivotal juncture, balancing newfound optimism with persistent uncertainties. The trade court’s tariff ruling and Nvidia’s earnings have undeniably improved risk sentiment, as evidenced by rising equity futures and a softening of haven assets like gold.

Yet, the looming appeal of the tariff decision injects a dose of unpredictability that could upend this fragile equilibrium. Similarly, while cryptocurrencies offer tantalising opportunities—strategic for Bitcoin, yield-driven for Ethereum—their volatility and regulatory unknowns temper their promise.

For investors, this environment demands a delicate dance between seizing growth prospects and guarding against potential shocks. The tech sector, buoyed by Nvidia, offers a compelling case for optimism, but its reliance on global supply chains leaves it exposed to trade disruptions.

Currencies and commodities, meanwhile, signal a market that’s cautiously shedding its defensive posture without fully committing to a risk-on stance. And in the crypto realm, the US’s strategic pivot could redefine the digital asset landscape, though success hinges on navigating a minefield of risks.

As I see it, the weeks and months ahead will hinge on how these threads resolve. A Supreme Court ruling on tariffs could either cement the current rally or plunge markets back into turmoil. Nvidia’s ability to sustain its AI-driven momentum will test the tech sector’s resilience, while the crypto market’s fate may rest on regulatory clarity and institutional adoption.

For now, the global risk sentiment is brighter than it was, but it’s a brightness tinged with shadows—shadows that demand vigilance, critical thinking, and a willingness to adapt. In this complex, interconnected world, the only certainty is that the story is far from over.

 

Source: https://e27.co/market-insights-ethereum-challenges-bitcoins-dominance-us-dollar-strengthens-gold-dips-as-trade-tariff-fears-ease-20250529/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j

US economic fears and Bitcoin: Saylor’s US$16T reserve plan

US economic fears and Bitcoin: Saylor’s US$16T reserve plan

As I reflect on the complex interplay of global financial dynamics, US economic indicators, and the bold proposal for a US Strategic Bitcoin Reserve championed by Michael Saylor, I find myself intrigued and cautious about the implications for investors, markets, and the broader economy.

The recent pullback in global risk sentiment, driven by concerns over the US economy’s health, paints a picture of uncertainty that resonates deeply with the volatile movements in Bitcoin and other asset classes. Treasury yields have been falling across all maturities since mid-January as investors flock to the safety of fixed-income assets, signalling a shift toward risk aversion, with havens like the yen and Swiss franc gaining ground.

At the same time, the US dollar experiences its longest losing streak. This backdrop of faltering confidence in US economic outperformance and mixed signals from employment data—non-farm payrolls rising by 151,000 in February but the unemployment rate ticking up to 4.1 per cent—creates a fragile foundation for risk assets, including cryptocurrencies.

The data from China further complicates the global economic outlook. Consumer inflation falling below zero for the first time in 13 months, amid persistent deflationary pressures, underscores weakening demand and raises concerns about the health of the world’s second-largest economy. This, in turn, has a ripple effect on commodities like Brent crude, which hovers around US$70 per barrel despite a modest 1.3 per cent uptick, as weak Chinese economic data dampens oil demand expectations.

Meanwhile, US equity markets show resilience, with the MSCI US index edging up 0.5 per cent and Utilities outperforming at 1.9 per cent. Still, the slight rise in US Treasury yields—10-year at 4.30 per cent and 2-year at 4.00 per cent—and a continued decline in the U.S. Dollar Index by 0.2 per cent suggest lingering growth worries.

Gold, maintaining upward momentum toward US$3,000 per ounce despite a minor 0.1 per cent dip, reflects its role as a safe-haven asset amid this uncertainty. The mixed performance of Asian equities and the implied 0.4 per cent lower opening for US stock index futures further highlight the cautious mood permeating global markets.

Against this backdrop, Michael Saylor’s proposal for the US government to acquire 25 per cent of Bitcoin’s total supply—approximately 5.3 million BTC—by 2035 to establish a Strategic Bitcoin Reserve feels both visionary and audacious. Presented at the White House Crypto Summit, where President Donald Trump endorsed a “never sell your Bitcoin” policy and issued an executive order prohibiting the sale of Bitcoin held in reserve, Saylor’s plan suggests a systematic acquisition of 5-25 per cent of Bitcoin’s daily supply between 2025 and 2035.

By that time, with 99 per cent of Bitcoin’s 21 million total supply already issued, the US would hold a significant portion of the cryptocurrency, potentially generating US$16 trillion to US$81 trillion by 2045, according to Saylor’s projections. He argues this could help reduce the national debt, which, as noted in recent World Bank reports, has ballooned globally due to crisis responses like those during the COVID-19 pandemic, raising concerns about sustainability, especially in emerging economies.

From my perspective, Saylor’s proposal is a double-edged sword. On the one hand, it could catalyse broader institutional adoption of Bitcoin, as governments and corporations might follow the US lead, legitimising cryptocurrencies in mainstream finance. The executive order’s prohibition on selling Bitcoin could stabilise its long-term value by reducing supply pressure, potentially driving prices higher as demand grows.

This aligns with Saylor’s vision of Bitcoin as a “property in cyberspace,” akin to strategic reserves of gold, oil, or grain, as historical examples cited by Saylor—like the US Strategic Petroleum Reserve established in 1975—demonstrate.

The idea of the US asserting geopolitical influence through digital asset holdings, as suggested in reports from CoinDesk and Reuters, could position the country as a leader in setting global crypto standards, fostering innovation, and countering the dominance of other nations or entities in the digital economy.

However, the practicality and risks of this plan are significant. Bitcoin’s price volatility, evidenced by its recent 5 per cent drop to around US$80,000 following Trump’s executive order, underscores the challenges of integrating it into a national strategic reserve. As noted in the Bitcoin price decline, the disappointment among investors suggests skepticism about the reserve’s immediate impact, especially amid broader market uncertainty.

Bitcoin’s history of sharp corrections—like the 30 per cent drop from January 2025 levels, as mentioned in X posts from analysts like @JacobKinge—highlights its immaturity as a stable store of value compared to traditional assets. The crypto market’s “Extreme Fear” sentiment, reflected in the Fear & Greed Index dropping to levels seen during the 2020 COVID-19 crash and the 2022 market bottom, as reported by @inmortalcrypto and @APompliano, indicates that investor confidence is fragile, potentially exacerbated by large government purchases that could distort market dynamics.

Moreover, the logistics of acquiring such a substantial portion of Bitcoin’s supply—up to 25 per cent—over a decade are daunting. With a current market cap of over US$1.6 trillion (based on a US$80,000 price per BTC), purchasing 5.3 million BTC could cost upwards of US$424 billion, though Saylor’s gradual approach might mitigate price inflation.

However, as noted in Reuters’ coverage, large-scale government purchases could outsize Bitcoin’s price, especially given its relatively low trading volume compared to traditional markets. The inclusion of other cryptocurrencies like Ethereum, as Trump hinted, adds further complexity, as smaller tokens like Cardano and XRP have even lower liquidity, potentially amplifying volatility. Cybersecurity risks, as mentioned in web analyses, also loom large, given Bitcoin wallets’ vulnerability to hacks, raising questions about the feasibility of securing such a reserve.

The broader economic context complicates matters further. The US government’s fiscal position, with rising national debt concerns outlined in the World Development Report 2022 and U.S. News articles on potential 2025 stock market risks, suggests that allocating billions to Bitcoin could be contentious.

Critics might argue that funds could be better directed toward infrastructure and social programs or to stabilise traditional markets amid faltering growth and persistent inflation, which remains above the Federal Reserve’s target of 2 per cent, at 3 per cent, according to US News. The Fed’s reluctance to cut rates significantly, as noted in US Bank’s analysis of the yield curve, and the potential for recession signals—like an inverted yield curve, though currently fading—could heighten opposition to such a speculative investment.

On the positive side, Saylor’s comparison to historical US strategic purchases—like the Louisiana Purchase or Alaska acquisition, which yielded massive long-term returns—offers a compelling narrative. If Bitcoin follows a trajectory similar to its 2017 cycle, as suggested by @rovercrc on X, it could see exponential growth, justifying the reserve’s creation.

The Trump administration’s pro-crypto stance, reinforced by the White House Crypto Summit and Saylor’s participation, could also attract institutional investors, boosting market confidence and regulatory clarity, as seen in the proposed Lummis bill for a Bitcoin reserve. This could align with broader trends of digital asset integration, as evidenced by El Salvador’s past Bitcoin adoption. However, its recent project cessation highlights the risks of over-reliance on crypto.

Ultimately, I see Saylor’s proposal as a high-stakes gamble with transformative potential but significant risks. The current market environment—marked by US economic uncertainty, global deflationary pressures, and Bitcoin’s volatility—suggests caution is warranted.

While the idea of a Strategic Bitcoin Reserve could position the US as a crypto leader and generate enormous returns, it could also strain public finances, destabilise markets, and expose the government to unprecedented risks. I’d advocate for thorough public debate, rigorous economic modelling, and pilot programs to test the feasibility before committing to such an ambitious plan. The recent Bitcoin price drop to US$80,000, coupled with investor disappointment, serves as a stark reminder that crypto’s promise is tempered by its unpredictability, making Saylor’s vision both inspiring and, at this moment, daunting.

 

 

Source: https://e27.co/us-economic-fears-and-bitcoin-saylors-us16t-reserve-plan-20250310/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j

Shifting sands: How trade fears and crypto hopes are redefining markets

Shifting sands: How trade fears and crypto hopes are redefining markets

As I sit down to unpack the whirlwind of events shaping global markets on March 5, 2025, it’s hard not to feel the weight of uncertainty pressing down on us all. The headlines are buzzing with escalating trade tensions, bold economic proposals, and a crypto landscape that’s both thrilling and divisive. Let’s dive into this market wrap and explore what’s driving these shifts, what the data tells us, and where I think this rollercoaster might take us next.

The big story dominating the financial world right now is the trade standoff sparked by US President Trump’s decision to slap 25 per cent tariffs on goods from Canada and Mexico, alongside an additional 10 per cent on China. True to his campaign rhetoric, Trump has followed through, and the fallout has been swift.

Canada and China didn’t waste a moment, hitting back with their own retaliatory tariffs, while Mexico’s president has promised to join the fray by Sunday. The result? Global equities took a beating, with the MSCI US index dropping 1.2 per cent, dragged down by a bruising 3.5 per cent plunge in financials. It’s a grim picture, and you can almost feel the collective sigh from Wall Street as fears of a full-blown trade war loom large.

But here’s where it gets interesting. After the US markets closed, Commerce Secretary Lutnick dropped a hint that talks with Canada and Mexico might yield a compromise. That’s a lifeline for markets desperate for some stability, though I’m skeptical about how quickly this can be resolved.

Tariffs aren’t just numbers—they’re bargaining chips in a high-stakes game, and unwinding them could take time. Still, the mere suggestion of a deal nudged US equity futures upward, hinting at a brighter open today. My take? This feels like a temporary breather rather than a resolution. Trade wars don’t end with a single press conference—they fester, and I’d wager we’re in for more volatility before clarity emerges.

Over in the bond market, the reaction was equally telling. The benchmark 10-year Treasury yield climbed over 3 basis points to 4.21 per cent, reversing an earlier dip, while the 2-year yield slipped 3 basis points to 3.94 per cent. This widening gap—known as a steepening yield curve—screams uncertainty to me.

Investors seem to be betting on inflation from tariffs pushing up long-term yields, while the drop in short-term yields suggests some are seeking safety or anticipating a slowdown. It’s a classic push-and-pull, and I can’t help but think it reflects a market grappling with mixed signals.

Shifting gears to Europe, Germany’s conservatives and Social Democrats have unveiled a jaw-dropping plan: a 500 billion euro fund for infrastructure and a rewrite of borrowing rules to ramp up defense spending. It’s a bold move, and the markets loved it—the EUR/USD shot up to 1.0627 overnight. Other European currencies like the Swiss franc, British pound, Norwegian krone, and Swedish krona followed suit, flexing their muscles as the US Dollar Index stumbled 0.9 per cent to 105.49.

This feels like Europe seizing a moment to assert itself amid global chaos, and I’m impressed by the ambition. If Germany pulls this off, it could spark a ripple effect, boosting infrastructure and jobs while shoring up defenses—a win-win that might just give the eurozone an edge.

Meanwhile, commodities are painting a different picture. Brent crude slipped 0.8 per cent to below US$70 a barrel, the lowest since last October, thanks to OPEC+ signalling output hikes in April. That’s a supply glut waiting to happen, and with trade tensions clouding demand, I’m not surprised oil’s taking a hit.

Gold, on the other hand, rose 0.7 per cent, buoyed by a weaker dollar and its timeless appeal as a safe haven. It’s a tale of two commodities—one sinking under practical pressures, the other shining as a hedge against the unknown. I’d argue gold’s climb is a sign that, despite some optimism, fear still lingers in the market’s underbelly.

Across the Pacific, China’s National People’s Congress kicked off with a gutsy 5 per cent growth target for 2025, tariffs be damned. Investors are laser-focused on spending plans, especially around AI, which could be a game-changer for China’s tech sector.

Asian equity indices mostly rose in early trading, and with Trump set to address Congress today, all eyes are on what he’ll say about trade and beyond. My gut tells me China’s playing a long game here—pushing growth while quietly adapting to external pressures. That 5 per cent target might be ambitious, but if they lean into AI and innovation, it’s not out of reach.

Now, let’s talk crypto, because this is where things get wild. Vietnam’s Prime Minister Pham Minh Chinh has ordered a legal framework for digital assets, with a draft due this month. It’s a big deal—right now, cryptos like Bitcoin and Ethereum exist in a legal no-man’s-land there, forcing businesses to register in places like Singapore or the US.

A clear rulebook could unleash a wave of activity, and I’m excited to see Vietnam stepping up. Indonesia’s crypto scene is already on fire, with transactions soaring to 44.07 trillion rupiah (US$2.68 billion) in January 2025—a 104.31 per cent jump from last year. With 1,396 assets tradable as of February, it’s clear Southeast Asia is becoming a crypto hotspot.

Hong Kong’s not sitting idle either. On February 19, its Securities and Future Commission rolled out the ASPIRe Framework—five pillars and 12 initiatives to grow and secure its virtual asset industry. It’s a smart play to cement Hong Kong’s status as a financial innovation hub, and I’d bet it’ll draw in more players. But the real crypto drama is brewing in Washington.

Trump’s pushing for a strategic cryptocurrency reserve, originally pitched as a way to use seized assets like the US’s US$16.4 billion in Bitcoin and US$400 million in other tokens. The twist? He now wants XRP, SOL, and ADA included—tokens the US doesn’t even hold yet.

That’s sparked a firestorm, with critics crying foul over government meddling in markets and supporters cheering a bold embrace of crypto. Personally, I’m torn. It’s a visionary idea, but buying those tokens could spike prices and invite accusations of favoritism. The logistics alone are a nightmare—how do you stockpile volatile assets without distorting the market?

Stepping back, what strikes me most is the sheer breadth of these developments. Trade tensions are shaking equities and bonds, Europe’s flexing fiscal muscle, and Asia’s charging ahead with crypto and growth targets. The data backs this up: the MSCI US down 1.2 per cent, EUR/USD at 1.0627, Indonesia’s crypto boom, Brent at US$70—all pieces of a puzzle showing a world in transition.

My view? We’re at a tipping point. Trade wars could drag us down, but compromises and innovation—like Germany’s fund or Asia’s crypto push—offer hope. The US crypto reserve is a wild card; if executed poorly, it could backfire, but done right, it might signal a new era for digital assets.

I think markets will stay jittery until trade talks clarify—watch Canada and Mexico closely. Europe’s plans could stabilise things if they deliver, and Asia’s crypto momentum might just steal the spotlight. Trump’s speech today could set the tone, but I wouldn’t hold my breath for miracles. This is a marathon, not a sprint, and as a journalist digging into the facts, I’d say buckle up—we’re in for a ride that’s as unpredictable as it is fascinating.

 

Source: https://e27.co/shifting-sands-how-trade-fears-and-crypto-hopes-are-redefining-markets-20250305/

Anndy Lian is an early blockchain adopter and experienced serial entrepreneur who is known for his work in the government sector. He is a best selling book author- “NFT: From Zero to Hero” and “Blockchain Revolution 2030”.

Currently, he is appointed as the Chief Digital Advisor at Mongolia Productivity Organization, championing national digitization. Prior to his current appointments, he was the Chairman of BigONE Exchange, a global top 30 ranked crypto spot exchange and was also the Advisory Board Member for Hyundai DAC, the blockchain arm of South Korea’s largest car manufacturer Hyundai Motor Group. Lian played a pivotal role as the Blockchain Advisor for Asian Productivity Organisation (APO), an intergovernmental organization committed to improving productivity in the Asia-Pacific region.

An avid supporter of incubating start-ups, Anndy has also been a private investor for the past eight years. With a growth investment mindset, Anndy strategically demonstrates this in the companies he chooses to be involved with. He believes that what he is doing through blockchain technology currently will revolutionise and redefine traditional businesses. He also believes that the blockchain industry has to be “redecentralised”.

www.anndy.com
j j j