#Strategy加仓BTC The year 2026 in the financial world kicked off with a major spectacle. Trump’s fallout with Denmark over Greenland, followed by imposing 25% tariffs on eight European countries, directly stunned the European automotive industry.

BMW, Mercedes-Benz, and Volkswagen’s stock prices plummeted by 5%-7% at market open, reflecting real monetary losses. Volkswagen alone lost 1.3 billion euros in the first half of the year due to tariffs, and Mercedes-Benz’s net profit was halved to around 2.7 billion euros. For European car companies heavily reliant on the US market, these tariffs have become a matter of life and death. The EU is contemplating retaliatory measures, but internal interests and conflicts make the entire trade situation highly unpredictable.

Interestingly, while traditional industries are lamenting under the tariff storm, the crypto market on the other side is experiencing a surge of hot money. The geopolitical tensions and regulatory uncertainties have led to a spike in demand for privacy solutions. The total market cap of privacy coins has surpassed $23 billion, becoming a key focus for many investors. Recent capital flows also illustrate this trend—shifting from major cryptocurrencies to mid-cap privacy projects like Horizen (ZEN), which operates within compliance frameworks, attracting institutional attention and showing significant recent gains. Privacy coins like $XMR and $DASH DUSK are also drawing attention.

What does this phenomenon indicate? The market is indeed telling two stories: one is the pain of traditional economies amid geopolitical conflicts, with financial reports revealing alarming figures; the other is the emergence of a new narrative within the crypto ecosystem—growing demand for financial privacy. As friction with the old order intensifies, the emergence of new needs becomes clearer. Capital is voting with its feet, and this logic is solid.

What’s your take on this situation? Do you think the difficulties faced by traditional industries will truly continue to drive funds into the crypto space? Share your thoughts in the comments.