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#Bitcoin trading remained volatile on Thursday, rising to around $67,000 after briefly dipping near $65,900, as traders weighed a new message from U.S. President Donald Trump claiming the nation’s trade deficit has been cut by 78% thanks to tariffs and could turn positive later this year.
"The United States trade deficit has been reduced by 78% because of the tariffs being charged to other companies and countries," Trump said in a Truth Social post late Wednesday. "Ot will go into positive territory during this year, for the first time in many decades."The claim matters for crypto less because of the math in any single post and more because it pulls the market back to a familiar pressure point.Tariffs can act like a tax on imports, which can lift prices in the real economy and complicate the path for interest rates. When markets start pricing “rates higher for longer,” the dollar tends to firm and risk assets tend to lose oxygen.Bitcoin has spent the past two weeks trading like a macro proxy again, reacting to shifts in liquidity and rate expectations rather than any crypto specific catalyst.
There is also a real data backdrop that makes trade a live topic. In early January, the U.S. trade deficit narrowed sharply to about $29.4 billion, the lowest since 2009, with analysts pointing to a drop in imports, a jump in exports and the knock on effects of tariff threats.But economists also noted that a big part of the swing came from non monetary gold flows, which can make month to month numbers look cleaner than the underlying trends.If the tariffs story hardens into a stronger dollar and tighter financial conditions, rallies can struggle to stick. If it fades into political noise, crypto goes back to watching flows, leverage and whether buyers can reclaim lost levels.$TRUMP
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The tone of the market changed in seconds. A new announcement about a 10 percent global tariff on top of existing tariffs has created fresh tension across financial markets. Many investors expected a softer stance. Instead they heard something stronger and more aggressive. When policy surprises the market like this the first reaction is almost always emotional before it becomes rational.

Tariffs may sound simple but their impact spreads through the entire global economy. When a country adds taxes on imports companies pay more to bring goods into the country. Those higher costs are often passed to consumers. That means inflation pressure can rise again. Businesses that rely on global supply chains feel the stress immediately. Technology firms manufacturers retailers and industrial companies all face cost uncertainty at the same time.

Markets usually respond in layers. The first layer is fear selling. Stocks often drop because traders dislike uncertainty. The second layer is currency movement. The US dollar may strengthen in the short term as money moves into perceived safety. The third layer is commodities. Gold sometimes rises during geopolitical tension while oil becomes volatile depending on trade expectations.

Crypto reacts in a more complex way. Sometimes it trades like a risk asset and drops with stocks. Other times it activates the hedge narrative especially if investors expect inflation to return. If tariffs push inflation higher Bitcoin can be viewed as a store of value. But if liquidity tightens because of policy uncertainty crypto can face short term pressure. The direction depends more on liquidity expectations than headlines alone.
The reference to expanded authority under trade laws matters because it signals that stronger measures may continue. Markets do not only price what is announced today. They also price what could happen next. If investors believe further tariffs are possible uncertainty increases and volatility follows.

In the short term volatility is likely to rise. In the medium term everything depends on the global reaction. If other countries respond with counter tariffs a broader trade conflict could develop. If negotiations begin the market could see a relief rally. The next moves will depend on diplomatic signals and economic data.

History shows that trade tension usually creates three phases. First shock. Then adjustment. Finally stabilization. Companies shift supply chains investors rebalance portfolios and capital finds a new direction. Dollar strength commodity weakness and emerging market stress often appear during these cycles but they are not always permanent.

The key issue right now is uncertainty. Markets prefer clarity. When policy shifts suddenly price discovery becomes aggressive. Traders will watch dollar movement bond yields inflation expectations and global responses very closely. These indicators will shape the next trend.

The biggest question remains whether this is a negotiation tactic or a structural shift in policy. If it is tactical panic may fade quickly. If it is structural capital allocation across global markets could change for years.

One thing is clear. Trade headlines are back at the center of the financial world. Volatility has returned. And markets are now adjusting in real time.
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Markets eye US inflation figures as Trump mulls eroding some metal tariffs
The story

A jinxed day? – The US releases its Consumer Price Index (CPI) numbers for January, which are expected to show that core inflation – excluding volatile energy and food prices – rose by 0.3% MoM and 2.5% YoY. These expectations are similar to the data recorded in December. Ahead of the publication, the FT reported that the White House is mulling reducing Steel and Aluminium tariffs to lower the cost of goods, including tinned cans and other foods.

Why it matters

A bad omen? – US President Donald Trump does not easily reduce his beloved tariffs, and the news implies he is not only wary of voters’ anger over high prices, but perhaps knows something about today’s economic figures. In the bigger picture, the FT report comes after the US reduced duties on India, and could imply that levies are going in one direction: down. America’s trading partners may take advantage of Trump’s sensitivity to consumer wrath to secure better deals. That would benefit global markets.

What’s next

Black Friday? – Shares are currently at a relative discount after yesterday’s AI-induced fall. The data and the initial reaction could prove confusing and choppy, but I believe Stocks would emerge as winners. Even if US CPI exceeds estimates, a drop in Equities could result in dip-buying afterwards. Gold also has room to recover after its downside correction.

What about tariffs? An announcement is unlikely today, but markets may begin pricing in faster growth thanks to prospects of lowering them.
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The cryptocurrency market has taken a small step back over the past 12 hours. Bitcoin (BTC) eased by roughly 0.5–1%, settling near the $118,000–$119,000 range. Ethereum (ETH) dipped 0.7–1%, while altcoins like Solana (SOL) suffered sharper losses of 3–4%. The move mirrors a broader “risk-off” mood sweeping global markets, with U.S. stock benchmarks like the S&P 500 and Dow Jones also sliding slightly.
1. Waiting on the CPI Countdown
Today’s focus? The U.S. July Consumer Price Index (CPI) report. Traders are bracing for a reading around 3.0% core inflation. A hotter-than-expected number could delay the Federal Reserve’s anticipated September rate cuts, dampening enthusiasm for high-risk assets like crypto. With another key inflation measure—the Producer Price Index—dropping later this week, many traders are trimming positions and avoiding aggressive leverage ahead of the news.
2. Liquidations Adding Fuel to the Slide
Leverage can be a double-edged sword. In recent hours, over $70–90 million in Bitcoin and Ethereum longs were wiped out. Open interest remains elevated, but funding rates have slipped, hinting at cautious positioning. Altcoins like SOL and ADA took bigger hits, with individual liquidation events topping hundreds of thousands of dollars.
3. ETF Flows Flip the Script
Bitcoin spot ETFs recorded $196 million in outflows in the latest session—marking four straight days of withdrawals. Ethereum ETFs, however, saw net inflows, suggesting institutions may be rotating capital. While not catastrophic, the shift has added to downward pressure and lowered liquidity.
4. Macro Jitters and Tariff Talk
Recent tariff announcements from President Trump—ranging from 10% to 50%—have stirred investor unease. While additional hikes are on pause for now, the link between tariffs, economic slowdowns, and weaker demand for commodities (and by extension, crypto) hasn’t gone unnoticed. Add in a stronger U.S. dollar, rising Treasury yields, and lingering stagflation worries, and you’ve got a recipe for short-term caution.
5. Altcoin Pain Points
The AI-focused crypto sector was the day’s biggest loser, sliding 7–9%. Tokens like Virtuals Protocol and Fartcoin saw double-digit losses. Supply pressures are also in play, with major token unlocks like Aptos’ $50 million release today and Avalanche’s later this week creating selling pressure. Meanwhile, Bitcoin dominance has climbed to around 60%, showing investors are retreating to perceived safety.
A Temporary Chill?
This looks less like a full-blown market reversal and more like an event-driven cooldown. With sentiment still hovering in “Greed” territory, volatility could pick up depending on today’s CPI print. History shows crypto often rebounds if inflation data plays nice with rate-cut expectations—but a hotter-than-expected reading could keep markets under pressure a bit longer.
For now, the crypto market is taking a deep breath, waiting to see if the CPI winds blow in its favor… or turn into a ststorm

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