Crypto Market Weekly Report: Tariff Storm, Macro Trends, and AI Development

Trump's Tariff Policy Draws Global Attention

Recently, Trump's tariff policy has become a global focus, having a profound impact on the economies of various countries. Analysts believe that this policy may have unexpected effects on the crypto market. Some opinions suggest that economic uncertainty could drive investors towards safe-haven assets like Bitcoin. However, the tariff policy may also severely impact the crypto market, triggering short-term volatility.

The founder of Bridgewater Associates conducted an in-depth analysis of the multiple impact mechanisms of tariffs, including fiscal revenue, efficiency losses, and inflation differentiation. He emphasized that the deep impacts of tariffs will depend on the countermeasures of various countries and the dynamic adjustments of exchange rates and monetary fiscal policies.

Macroscopic Perspective: Market Trends and Investor Behavior

The CEO of BlackRock stated in the annual letter to investors that Bitcoin could challenge the global position of the dollar, while tokenization is becoming a key force in reshaping financial infrastructure. The crypto market experienced significant volatility in the first quarter of 2025, and future trends will be influenced by several key events.

A survey report shows that approximately 55 million people in the United States hold digital assets, encompassing groups of different ages and income levels. Although male holders are in the majority, female participation should not be overlooked.

Development Trends of AI and Meme Coins

Although the market value of AI Agent projects has generally faced a significant decline, various projects are still making continuous efforts in technology iteration, ecosystem expansion, and product optimization. Decentralized AI platforms like Fetch.ai are building AI-driven economic ecosystems, while projects like Bittensor are also experiencing a new round of demand growth.

At the same time, the Meme coin market has also attracted attention. A tragic news report has sparked community discussions, reflecting the potential risks of investing in Meme coins.

Industry Trends and Project Progress

Multiple emerging projects and platforms have attracted the attention of investors. For example, RobotFi explores the possibility of bringing robots onto the blockchain, Pendle has announced its development plan for 2025, which includes multi-chain expansion and institutional access. Sonic has announced the issuance of a new token and the launch of an innovative reward mechanism, while several potential projects have also emerged within the Sui ecosystem.

Market Hotspots and Regulatory Trends

Circle's renewed application for an IPO has sparked discussions in the market, raising questions about its valuation changes and business model. The multi-chain stablecoin WYST launched in Wyoming, USA, has also faced resistance due to political factors. Additionally, news of the Trump family's entry into the mining sector has attracted widespread attention, with their newly established American Bitcoin company planning to become the world's largest Bitcoin mining enterprise.

In terms of regulation, a member of the U.S. Securities and Exchange Commission proposed a framework for cryptocurrency reform, urging Congress to expedite related legislation. Meanwhile, Grayscale submitted a registration application for a digital large-cap fund ETF to the SEC, reflecting ongoing institutional interest in crypto assets.

Overall, the crypto market is facing a complex macro environment and regulatory challenges, but the momentum for innovation and development remains strong. Investors need to closely monitor market trends and balance risks and opportunities.