On April 4, Matrixport said in its latest investment research report that US President Trump recently announced a new round of tariff measures. Although the stock market has rebounded, the market response is relatively moderate, indicating that the current situation has not yet been regarded as a comprehensive "risk aversion" incident.

Bitcoin price is currently hampered by the key resistance zone of $90,000, and buying interest remains relatively sluggish. The Fed's neutral position, with the contraction of basis and financing rates showing that the pressure on arbitrage selling may weaken.

In addition, the U.S. financial report season is coming, and the recent decline of the ISM manufacturing index to a contraction range, the market may face further weakness. Meanwhile, the Bitcoin option slope once soared to 20%, reflecting the increased market demand for downward protection around $80,000, but the slope has fallen back to 9% as tariff concerns gradually weakened.

Matrixport believes that Trump may stabilize market sentiment through policies such as tax cuts or relaxation of regulation, which may create a more favorable investment environment for manufacturing return plans. Changes in market sentiment may trigger moderate buying, and investors need to pay attention to the potential impact of tariff policies on the crypto market.