MARKET COMPASS
Tariff Doping for Markets
- Global markets have been buoyed by the tariff agreement reached between China and the US over the weekend.
- Under the preliminary agreement, US tariffs on Chinese goods will be reduced from 145% to 30%, while China will reduce its tariffs on US imports from 125% to 10%.
- Following these developments between the world’s two largest economies, risk appetite in global markets increased and demand for assets considered to be relatively risky increased. For some time now, concerns over global trade and economic growth have been weighing on the markets.
- Digital assets also gained value in parallel with the developments in global markets. In addition, the steps taken by two states on crypto reserves and signs that institutional investor demand remains buoyant have made it more prominent with the impact of global developments.
Futures contracts, which indicate that Wall Street will start the day positively, may continue to support the interest in major digital assets. We think that the short-term rise in cryptocurrencies may continue with intermediate respite and short corrections.
Digital Compass
In the US, the locomotive of the world economy, we consider the strategic crypto reserve, which started with Trump’s nomination process, as a very important development. However, the fact that the markets had already priced in the “best case scenario” before and after the US elections and the “less than perfect” news on this issue put pressure on digital assets. We continue to keep the strategic reserve issue in our equation as a positive variable for cryptocurrencies in the long run. Considering the recent developments, we maintain our bullish expectation for the medium and long term.
For a detailed review of our twice-daily technical analysis report and the latest developments in digital assets click here.
HIGHLIGHTS OF THE DAY
Important Economic Calender Data
| Time | News | Expectation | Previous |
|---|---|---|---|
| Aptos (APT) 11.31MM Token Unlock | |||
| MANTRA (OM) Association 6 Unbonding | |||
| Bitcoin 2025 Vegas Event | |||
| 14:25 | FOMC Member Kugler Speaks |
INFORMATION
*The calendar is based on UTC (Coordinated Universal Time) time zone. The economic calendar content on the relevant page is obtained from reliable news and data providers. The news in the economic calendar content, the date and time of the announcement of the news, possible changes in the previous, expectations and announced figures are made by the data provider institutions. Darkex cannot be held responsible for possible changes that may arise from similar situations.
DARKEX RESEARCH DEPARTMENT CURRENT STUDIES
US Bitcoin Strategy: Tariff Revenues on the Table
Current Situation and Market Analysis in Bitcoin Futures
Trump Pressures Fed: A New Era in the Spiral of Interest and Confidence
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