BNP Paribas recently released a report that is quite interesting – they said that if the U.S. Supreme Court overturns Trump's tariff policy, the dollar may weaken immediately. My first reaction to this news was: what does this have to do with the crypto market?

In fact, the relationship is quite significant. Once the US dollar weakens, market funds will have to find a place to go. Bitcoin, as an asset, does indeed have a hedging function to a certain extent, and there have been instances where cryptocurrencies rose when the dollar fell. The logic is simple: when traditional currencies are unstable, some investors will consider alternative assets.

However, that being said, this matter is not that simple. The crypto market is inherently volatile, influenced by regulatory policies, market sentiment, and macroeconomic conditions. Even if the dollar does drop, it doesn't mean that cryptocurrency prices will definitely rise; what if the dollar rebounds afterward? That would just be a false hope.

I think this counts as a potential opportunity, but it is definitely not a certain market situation. What should we do in actual operation? Keep an eye on the US Dollar Index and policy developments, and don't impulsively go all in just because of news. Control your positioning, diversify your allocation, and during such times, you should be even more stable.

The more the news flies around, the more you need to stay calm. Market opportunities are always there, but the principal only comes in one piece.