The "Black Monday" in March 2025 shocked the global financial market: Bitcoin fell sharply from $74,000. Although it rebounded to $79,000, the market was still shrouded in deep panic. U.S. stock futures were halted, Asian and European markets also fell into chaos, and both traditional and crypto assets suffered massive sell-offs.

But we believe that this is not a "crisis" in the true sense, but a premeditated liquidity withdrawal caused by policy orientation - and all of this seems to be part of Trump's plan.

🧩 The “driving force” behind the panic in the global financial markets

• Former US President Donald Trump re-launched a massive tariff offensive in early March, targeting not only Chinese products but also several small economies.

• A series of chain reactions spread rapidly: Asian markets hit the limit, European bank stocks plummeted, and funds accelerated their withdrawal from traditional markets.

• The Federal Reserve (FOMC) emergency closed-door meeting, the confusion of media information, and the vagueness of government officials on policy details all confirm that the situation has far exceeded expectations.

This is not an accidental event, but a deliberately triggered financial shock with the goal of forcing the Fed to start cutting interest rates.

💡 Why did Trump create this "collapse"?

The US national debt has exceeded 36.6 trillion US dollars, and it is simply unsustainable to operate at the current interest rate of 4.5%. Therefore, artificially suppressing demand, creating the illusion of deflation, and forcing the Federal Reserve to "pivot" has become an operational strategy.

in other words:

Tariffs are the matches, market crash is the flame, and the goal is - interest rate cuts and re-inflation.

Judging from the results, this strategy has achieved remarkable results:

• Top Wall Street hedge funds (such as Millennium and Citadel) began to rapidly de-risk

• The cryptocurrency market sees a waterfall of liquidations, with funds flowing back to safe-haven assets

• The market is forcing the Fed to respond

🏦 The Fed’s Dilemma and the “Reverse Volcker Moment”

According to the latest federal funds futures data, the market has expected the Federal Reserve to cut interest rates by 50 to 100 basis points in the next 48 hours, and another rate cut in May has almost become a consensus.

We are in the midst of a historic “anti-Volcker moment”:

• There is no time for gentle steering, so you can only crash first and then save

• Once the Fed starts easing its policy, liquidity will quickly flow back to high-risk asset markets.

• Crypto markets will be the first beneficiaries

📉 Not surrender, but restart: 2025 summer bull market is brewing

Although the market remains volatile in the short term, the long-term logic has completely turned to positive:

• Macro trends: interest rate cuts -> monetary easing -> risk asset prices rebound

• Structural factors: Traditional finance is weak, and the attractiveness of crypto assets is highlighted

• Market sentiment cycle: Build positions in panic, sell in greed, now is the time for "smart money" to deploy

As Larry Fink, CEO of Blackstone Group, said:

“The market could drop another 20 percent, but that would be a once-in-a-lifetime buying opportunity.”

✅ Conclusion:

The sudden "Black Monday" in 2025 was not an economic crisis in essence, but a deliberately triggered policy-driven market cleansing. The Trump administration used tariffs to create the illusion of a collapse in demand, forcing the Federal Reserve to abandon its tightening policy.

For the crypto market, this means two key words: the return of liquidity and the start of a new bull market.

Bitcoin and Ethereum may not have bottomed out yet, but they have entered the best range for building positions. In the coming months, as policies become clear and the market rebounds, they are expected to reach a new all-time high ( ATH ) in the summer and autumn of 2025.

Panic belongs to retail investors, and opportunities are reserved for those who are prepared. Now is the time to start planning.