The market just doing what market’s gonna do! To be clear, the U.S. auto industry isn’t throwing a parade—yet. Bitcoin options traders are starting to lose their nerve as they panic –– attempting to unload those call options that are bullish. Are you worried? Don't be. Seriously. It’s a blip, a fleeting moment of panic in the grand scheme of Bitcoin's inevitable ascent.

Hayes' Prediction Still Rings True

Take a wild guess Arthur Hayes, recent ex-CEO of BitMEX, still on record with his $250k Bitcoin prediction, I’m still here. Why? That’s because the underlying logic is still rock solid. Trump's trade shenanigans - pause or no pause - are still putting pressure on the Federal Reserve. This pressure forces their hands, pushing them towards quantitative easing (QE). What does QE do? It floods the market with liquidity, devaluing the dollar and making scarce assets like Bitcoin incredibly attractive. Think of it like this: Trump's policies, even when seemingly softened, are indirectly fueling the rocket that will send Bitcoin to the moon. Remember, this isn't about Trump liking Bitcoin, it's about his actions creating the perfect storm for Bitcoin to thrive.

Macro Shift Is In Bitcoin's Corner

Joel Kruger at LMAX Group gets it. Retreating fiscal stimulus and rising unemployment would be very much in Bitcoin’s favor. That pause on tariffs? While that might sound bad for Bitcoin, it’s actually a good thing. In reality, that might actually be positive. Hear me out: A full-blown recession hitting right now might have initially dragged Bitcoin down with it, as people panic sell everything. As unattractive as it may be, postponing the recession provides a great window of time for Bitcoin to grow up. This gives Bitcoin time to prove itself as a real safe-haven asset long before the economic storm blows in. The narrative of Bitcoin as digital gold needs time to solidify, and this pause gives it that time. Think of it as giving Bitcoin a head start in the race against economic collapse.

Bitcoin's Decoupling Is Accelerating

This is the big one. Pay attention. Bitcoin is not just another asset class moving in lockstep with the stock market. The tariff pause might give the S&P 500 a little boost, but it highlights the fragility of the traditional financial system. It shows how easily markets can be manipulated by tweets and policy announcements. Ironically, this same volatility is what pushes individuals to look for more stable, decentralized stores of value. Bitcoin is becoming increasingly independent. While correlation exists, it's weakening. What I do believe is that the more the traditional system breaks down, the more people will run to Bitcoin. The irony is that this pause on tariffs only highlights the very issue Bitcoin seeks to address.

The options market might be jittery right now. Market makers might be offloading positions. I'm not selling. I'm holding on for dear life. And you should be too.

  • Traditional Finance: Centralized, easily manipulated, prone to systemic risk.
  • Bitcoin: Decentralized, resistant to censorship, limited supply.

The future is bright. Forget this temporary bearish sentiment. Trump's tariff pause is just a speed bump on the road to $250k. Despite ongoing challenges, we believe Bitcoin's long-term fundamentals remain stronger than ever. Its scarcity, its decentralization, its adoption – these are the forces that will take it higher and further. I'm not just talking about $250k. I'm talking about surpassing it. This isn't just hopium, this is a well-placed bet on the simple fact that the global financial landscape is changing. In the meantime, stay safe, HODL hard, and prepare to be part of history. The best is yet to come.

The options market might be jittery right now. Market makers might be offloading positions. But I'm not selling. I'm holding on for dear life. And you should be too.

What's next?

The future is bright. Forget this temporary bearish sentiment. Trump's tariff pause is a mere speed bump on the road to $250k. Bitcoin's long-term fundamentals are as strong as ever. Its scarcity, its decentralization, its growing adoption – these are the forces that will propel it to new heights. And I'm not just talking about $250k. I'm talking about surpassing it. This isn't just hopium, it's a calculated bet based on the inevitable shift in the global financial landscape. Stay strong, HODL on, and get ready to witness history. The best is yet to come.