📉 U.S. trade deficit collapsed by 39% — down to ~$29.4 billion. The lowest level since 2009. This is not just a number for a report, but a signal worth watching.
Why this matters for crypto:
1️⃣ Strong dollar
Fewer dollars going out for imports → DXY gets support. When the dollar strengthens, BTC usually slows down. Short-term this is a pressure factor.
2️⃣ Gold as a trigger
One of the reasons for the deficit drop is a sharp increase in physical gold exports amid discussions about tariffs. This strengthens the narrative of safe-haven assets. If gold is moving in trains, 'digital gold' looks even more logical.
3️⃣ Strong GDP and a tight Fed
Reducing the deficit automatically improves GDP. This gives the Fed an argument to keep rates high longer. Result — more volatility and nerves in the market.
Conclusion is simple: the news looks positive for the U.S. economy, but for crypto it's more of a short-term pressure source and increased volatility, not an immediate bullish signal.#USTradeDeficitShrink
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