Recently, the global trade situation has heated up again. The US government issued a stern final warning, demanding that 14 countries reach binding agreements on the rare earth industry within 180 days (by July 13), or face tariff sanctions. This is not bluffing.

The data speaks: by 2025, tariffs on China have already reached a cumulative 104%, with retaliatory measures increasing to 125%, and trade tensions have escalated to a boiling point. The historical high once touched 145%, and even allies are not immune to high tariffs of 25%-50%. Meanwhile, the EU has retaliated with an additional 25%, and countries like Canada are also re-evaluating their positions.

This wave of shocks is shaking the traditional financial system. Commodities are experiencing increased volatility, exchange rate risks are rising, and institutional funds are beginning to seek more stable safe-haven channels. Against this backdrop, cryptocurrencies, due to their decentralization and cross-border convenience, are attracting increasing attention.

Interestingly, this 180-day countdown window coincides with the key policy period in the second half of the year. The market is observing: which countries will stand firm, and which will switch sides. Whether these policy changes can ultimately bring new capital inflows to the crypto market depends on how all parties respond to this round of economic game theory.

The performance of mainstream cryptocurrencies like BTC and ETH may directly reflect the market's pricing of these policy changes.