TechFlow, April 14 — QCP Capital analysis indicates that after a week of tariff tensions, risk assets are stabilizing as markets gradually absorb the impact of the U.S.-China trade war. The U.S. imposed 145% tariffs on Chinese imports, while China retaliated with 125% tariffs; however, these high tariffs have become symbolic measures with little substantive market impact.
Despite both sides maintaining tough public stances, the Trump administration has quietly exempted smartphones, computers, and chips from tariffs, while China urges the U.S. to remove reciprocal tariffs. Markets are optimistically anticipating a potential agreement between the two nations.
In the crypto market, BTC options remain bearish-leaning, with continued caution expected through June. However, long-term bullish sentiment is strengthening, with significant buying observed on Saturday for BTC-27MAR26-100k-C contracts. Bitcoin continues to consolidate between $80,000 and $90,000, awaiting further developments on tariff issues.
