Will the Trump rally ignite the crypto market? HTX HuoBan 1+1 shares new crypto opportunities and insights into Hong Kong's Web3 trends
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Will the Trump rally ignite the crypto market? HTX HuoBan 1+1 shares new crypto opportunities and insights into Hong Kong's Web3 trends
Discussing the profound impact of Trump's tariff policy on the crypto market, along with the latest insights and trend observations during the Hong Kong Web3 Festival.
Navigating Web3 tides with focused insights
Recently, Huobi HTX's new column "Huoban 1+1" invited crypto KOLs including Da Biao Ge (HTX Futures Promotion Ambassador), MIC Jia Ge Bifù, Chloe the Data Alchemist, and HTX DAO governance committee member DaDa, to discuss the theme "Can the Trump rally spark new opportunities? Exclusive insights from Hong Kong!" The panel explored the profound impact of Trump’s tariff policies on the crypto market and shared the latest observations and trend insights from the Hong Kong Web3 Festival.
The Trading Logic of the Crypto Market
On the current market’s trading logic, DaDa clearly stated that the short-term outlook is bearish with highly volatile market sentiment. The uncertainty surrounding Trump’s policies makes trends difficult to predict, increasing the difficulty for retail investors to profit. Despite frequent short-term fluctuations, DaDa remains confident in the long-term prospects of the crypto market. He believes that Sino-U.S. competition, geopolitical dynamics, and the restructuring of the global economic order will create structural opportunities for the crypto market. The breakdown of the old order will give rise to new paradigms, and crypto assets are poised to play a significant role in this transformation. He encourages investors to stay confident and not be swayed by short-term volatility.
Da Biao Ge shared his trading strategy: combining sentiment analysis (such as group chat activity and liquidation data) with macro-level assessments (like Sino-U.S. tariff policies) to conduct swing trading. He emphasized that during times when Trump creates market shocks, technical charts become less relevant—sentiment drives price action. When the market stabilizes, technical analysis becomes more important. He also advised streamlining trade portfolios by focusing only on Bitcoin, Ethereum, and Dogecoin, avoiding the risks associated with altcoins.
MIC Jia Ge Bifù analyzed four sectors he favors: AI sector: With Trump advocating for the U.S. to possess the world’s largest computing power, the AI narrative continues to heat up. Infrastructure development and data monetization projects are particularly worth watching; PayFi sector: The integration of digital currencies with fiat payment scenarios will drive financial innovation; RWA sector: Tokenizing real-world assets and decentralizing ownership allows investors to share in auction profits; Stablecoin sector: Stablecoins have broad application potential within the financial system.
Chloe the Data Alchemist recommended focusing on projects with sustainable cash flows, such as HYPE and LINK. He noted that despite a sharp market downturn, HYPE’s trading volume continued to rise, with the project team repurchasing millions of dollars’ worth of tokens daily—demonstrating strong resilience.
Rising Rate Cut Expectations: Where Is the Market Headed?
U.S. March CPI data came in below expectations, prompting traders to increase bets on a Fed rate cut in June. How will this affect the crypto market? Chloe the Data Alchemist believes investors should closely monitor whether signs of economic recession emerge in the U.S. Two potential scenarios could unfold: stagflation or a significant drop in inflation. Either situation may trigger panic-driven sell-offs. He recommends tracking indicators like employment rates and unemployment claims to assess economic health.
DaDa remains cautious about the data’s impact, believing it will only cause minor short-term fluctuations rather than alter the market’s fundamental trajectory. He stresses that Trump’s policy moves over the next 90 days remain the key variable, and the market is currently in an “awkward waiting period.”
MIC Jia Ge Bifù views the lower-than-expected CPI as positive news, indicating easing inflationary pressure and a higher probability of Fed rate cuts. He expects rate cuts to begin in Q3, with at least two cuts anticipated this year. He sees the current price range as favorable for the market but warns investors to guard against non-policy-related rumors and focus instead on actual policy developments.
Da Biao Ge believes the weak CPI data could push the Fed to cut rates as early as May, which would broadly benefit the crypto market. Recent high volatility has created excellent opportunities for Bitcoin futures trading. He advises investors to preserve capital and wait for the upward momentum driven by rate cuts.
Paul Atkins Appointed SEC Chair: A New Opportunity for Crypto?
Trump’s nomination of Paul Atkins as the new SEC chair has sparked market debate. Known for supporting crypto innovation, is Atkins’ appointment a bullish signal or a hidden risk? Da Biao Ge believes the nomination is positive for the crypto market, especially if Atkins aligns with Trump’s policies. However, he cautions investors about the “sell the news” effect, where market expectations may have already priced in the利好. Real drivers like Sino-U.S. tariff policies still require close attention.
MIC Jia Ge Bifù is optimistic about Atkins, citing his belief that current regulations are too strict and hinder U.S. crypto development. As a strong advocate for the industry, Atkins may help push forward clearer legislation. Notably, Bitcoin surged past $100,000 following the nomination announcement, reflecting strong market enthusiasm. Given this, Jia Ge expects Atkins to adopt a crypto-friendly stance, creating long-term tailwinds for the market.
DaDa points out that Atkins’ appointment primarily serves Trump’s economic strategy and vision for a “crypto revolution.” In the short term, however, Trump may prioritize international economic affairs, limiting immediate changes in crypto policy. Over the long run, Atkins could bring greater regulatory clarity.
Hong Kong Web3 Insights: Reflections During an Ecosystem Incubation Phase
The 2025 Hong Kong Web3 Festival has just concluded, with each guest sharing their personal observations and reflections on Hong Kong and the Web3 landscape.
The Alchemist noted that Hong Kong and Singapore have become hubs for Web3 projects, with RWA and AI sectors drawing particular excitement. Many traditional investors are leveraging compliance resources to back new ventures, and Hong Kong, serving as a “second bridgehead,” is attracting a growing number of projects and investors.
MIC Jia Ge Bifù shared that he hosted events online during the Hong Kong Web3 Festival, experiencing firsthand the strong government support for Web3. The active participation of Hong Kong legislators further highlights the region’s policy-friendly environment.
DaDa observed that current Web3 events focus more on networking than technological breakthroughs. The gap between blockchain technology and real-world applications remains evident, signaling that the industry is in an underlying incubation phase. He looks forward to more innovations emerging in the future.
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