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Crypto Week: Tariffs Poker, Huge Losses and “Big deal”

Bitcoin (BTC) is up 1.1% this week to $98,047, rebounding from a sharp 5.8% decline to $91,188 on Monday, its lowest level since January 13. Prices later recovered, reaching a peak of $101,917. Monday sell-offs are becoming a pattern. Last week, BTC tumbled 6.4% on January 27 after Donald Trump announced new tariffs on Colombia. This time, tariffs on Mexico, Canada, and China triggered another market-wide sell-off, with BTC dropping 10.8% between Saturday and Monday. Ethereum (ETH) also plunged 37.2% to $2,082.

Trump’s stance on tariffs is disappointing for crypto enthusiasts. According to CoinGlass, traders lost $2.2 billion in just three days, while Bybit CEO Ben Zhou estimates total liquidations could reach $8–10 billion—a record for the market. Trump reacted quickly, postponing tariffs on Mexico and Canada for 30 days and signing an executive order to create the nation’s first sovereign wealth fund. Market speculation suggests Bitcoin could be part of this reserve, hinted at by Senator Cynthia Lummis in an X post, where she replaced the ‘B’ in “Big deal” with a Bitcoin symbol.

However, China retaliated by imposing tariffs on U.S. coal, oil, and LNG, causing Bitcoin to drop another 5%. The White House has scheduled Trump-Xi talks on Wednesday or Thursday, which could bring more volatility. Institutional activity is slowing down. Spot Bitcoin ETFs from BlackRock (IBIT), Fidelity (FBTC), and Grayscale (GBTC) saw net inflows drop to $578.2 million, down from $1.8 billion the previous week, but still above the weekly average.

Bitcoin’s mid-2025 price target of $150,000-$200,000 remains intact, with potential for even higher levels. This week will be crucial in determining BTC’s trajectory: a break above $110,000 would extend the current uptrend, while a drop below $90,000 could signal a correction before the next leg up.