The Unthinkable Happened For Smart Crypto Bulls, Trump's Tariff Plan Hampers Stock Market Rally

Benzinga

2025/02/20

To gain an edge, this is what you need to know today. New Tariffs Please click here for an enlarged chart comparing gold ETF SPDR Gold Trust (GLD) to bitcoin ETF iShares Bitcoin Trust ETF ( IBIT). ...

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00:48","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2512482930","market":"us","top_or_hot":-1,"title":"The Unthinkable Happened For Smart Crypto Bulls, Trump's Tariff Plan Hampers Stock Market Rally","media":"Benzinga","content":"<div>\n<p>To gain an edge, this is what you need to know today.\nNew Tariffs\nPlease click here for an enlarged chart comparing gold ETF SPDR Gold Trust (GLD) to bitcoin ETF iShares Bitcoin Trust ETF ( IBIT).\n...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/25/02/43818198/the-unthinkable-happened-for-smart-crypto-bulls-trumps-tariff-plan-hampers-stock-market-ra\">网页链接</a>\n\n</div>\n","source":"Benzinga","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Unthinkable Happened For Smart Crypto Bulls, Trump's Tariff Plan Hampers Stock Market Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Unthinkable Happened For Smart Crypto Bulls, Trump's Tariff Plan Hampers Stock Market Rally\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga</strong><span class=\"h-time small\">2025-02-20 00:48</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>To gain an edge, this is what you need to know today.\nNew Tariffs\nPlease click here for an enlarged chart comparing gold ETF SPDR Gold Trust (GLD) to bitcoin ETF iShares Bitcoin Trust ETF ( IBIT).\n...</p>\n\n<a href=\"https://www.benzinga.com/markets/cryptocurrency/25/02/43818198/the-unthinkable-happened-for-smart-crypto-bulls-trumps-tariff-plan-hampers-stock-market-ra\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.benzinga.com/markets/cryptocurrency/25/02/43818198/the-unthinkable-happened-for-smart-crypto-bulls-trumps-tariff-plan-hampers-stock-market-ra\">Benzinga</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GOOG","symbol_name":"谷歌","start_time":0,"source_url":"https://www.benzinga.com/markets/cryptocurrency/25/02/43818198/the-unthinkable-happened-for-smart-crypto-bulls-trumps-tariff-plan-hampers-stock-market-ra","article_id":"2512482930","we_media_id":null,"thumbnails":[],"rights":{"source":"Benzinga","url":"https://www.benzinga.com/markets/cryptocurrency/25/02/43818198/the-unthinkable-happened-for-smart-crypto-bulls-trumps-tariff-plan-hampers-stock-market-ra","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2512482930","pubTimestamp":1739983683,"columns":[],"sourceInfo":{"source_id":"Benzinga","name":"Benzinga Cypto"},"weMediaInfo":null,"summary":"Market Insights: Gold has quietly outperformed Bitcoin in 2025, even as crypto bulls push to sell gold and buy Bitcoin.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"GOOG":"谷歌","OEX":"标普100","SPY":"标普500ETF","FDN":"First Trust Dow Jones Internet I","QQQ":"纳指100ETF","SH":"做空标普500-Proshares","NVIW.SI":"NVDA 3xLongSG261006","NVDD":"1倍做空NVDA ETF-Direxion",".SPX":"S&P 500 Index","USJW.SI":"ALPHAB 3xLongSG261006","TSYW.SI":"TESLA 3xLongSG261006","AMZN":"亚马逊","IVV":"标普500ETF-iShares","IBIT":"比特币ETF-iShares","GLD":"黄金ETF-SPDR","MSFT":"微软","OEF":"标普100指数ETF-iShares","NVD3.UK":"LS 3X NVIDIA","SDS":"两倍做空标普500 ETF-ProShares","NVD2.UK":"2X NVIDIA ETP","TOL":"托尔兄弟","UCO":"二倍做多彭博原油ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","TSLA":"特斯拉","UPRO":"三倍做多标普500ETF-ProShares","NVDA":"英伟达","2NVD.UK":"2X NVIDIA ETP","NVDU":"2倍做多NVDA ETF-Direxion","SPXU":"三倍做空标普500ETF-ProShares","3NVD.UK":"LS 3X NVIDIA","USAW.SI":"AMZN 3xLongSG261006","SCO":"二倍做空彭博原油指数ETF","SSO":"2倍做多标普500ETF-ProShares","SNVD.UK":"LS -1X NVIDIA","USO":"美国原油ETF","AAPL":"苹果","MACW.SI":"APPLE 3xLongSG261006","SLV":"白银ETF-iShares","NVDX":"2倍做多NVDA ETF-T-Rex","META":"Meta Platforms, Inc.","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax"},"translate_title":"对于聪明的加密多头来说，不可思议的事情发生了，特朗普的关税计划阻碍了股市反弹","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"GOOG":1,"SDS":0.6,"SSO":0.6,"NVDS":0.6,"MACW.SI":0.6,"NVIW.SI":0.6,"USAW.SI":0.6,"QQQ":1,"OEX":0.6,".SPX":0.6,"2NVD.UK":0.6,"NVDD":0.6,"IVV":0.6,"SPY":1,"NVDU":0.6,"AMZN":1,"FDN":0.9,"MSFT":1,"ESmain":0.6,"NVD3.UK":0.6,"TSLA":1,"UPRO":0.6,"USJW.SI":0.6,"SNVD.UK":0.6,"META":1,"NVD":0.6,"SPXU":0.6,"NVD2.UK":0.6,"UCO":0.6,"NVDY":0.6,"TOL":1,"IBIT":0.74,"GLD":1,"SCO":0.6,"3NVD.UK":0.6,"NVDA":1,"USO":1,"NVDX":0.6,"SLV":1,"TSYW.SI":0.6,"SH":0.6,"OEF":0.6},"content_text":"To gain an edge, this is what you need to know today.\nNew Tariffs\nPlease click here for an enlarged chart comparing gold ETF SPDR Gold Trust (GLD) to bitcoin ETF iShares Bitcoin Trust ETF ( IBIT).\nNote the following:\n\nThe chart shows gold has outperformed bitcoin in 2025 by 13.92%.\nThe higher the volatility, the higher return prudent investors demand to compensate for higher volatility.\nThe chart shows bitcoin has been very volatile.  In contrast, gold has had very low volatility – just a smooth rise.\nThe chart proves that the unthinkable for smart crypto bulls has happened.  Smart crypto bulls had been basking in their glory that the Trump family, many cabinet members, many congressmen, and Wall Street had positioned themselves to heavily profit from cryptos.  There is no data that shows that the powerful people in the U.S. are positioned to profit from rising gold.  As a matter of fact, it appears that some on Wall Street have been shorting gold. If the foregoing was not enough, with hundreds of millions of dollars of campaign contributions, crypto bulls have convinced President Trump to set up a U.S. strategic bitcoin reserve.  Crypto bulls have been pushing for the U.S. government to sell its gold to finance a bitcoin buying spree.   In addition, both the meme crowd and momo crowd have been aggressively buying cryptos.\nThe chart shows that in the face of the foregoing, gold has outperformed the biggest crypto, i.e. bitcoin.\nFor gold to outperform bitcoin has been unthinkable for smart crypto bulls. Afterall, their argument has been that gold is useless and that is why the U.S. government should sell its gold and buy bitcoin.  \nHere is how the unthinkable has happened.\n\nForeign central banks, including those in China, India, Turkey, and Poland, have been buying gold.\nSmart money is buying gold all across the globe.\n\n\nFor those who want next level information on the very important subject of investing in bitcoin and gold, there are several podcasts available in Arora Ambassador Club. \nThe stock market's attempt to break above the micro resistance zone and to run up aggressively is being hampered by two statements from Trump:\n\nTrump intends to impose 25% tariffs on autos, chips, and drugs starting in April.\nTrump is blaming Ukraine for starting the Russia-Ukraine war.\n\n\nTrump's statement about Ukraine is beginning to bring the trust in Trump into question.\nFOMC minutes will be released at 2pm ET.  At The Arora Report, we will be reading the report to gain insights into the Fed's thinking.  The minutes may be market moving.\n\nHousing\nHousing is weakening.  Month-over-month single family housing starts dropped 8.4%.  In addition to the data, the latest earnings from luxury home builder Toll Brothers (TOL) are significantly below whisper numbers.  Here is the latest housing data:\n\nHousing starts came at 1.366M vs. 1.40M consensus.\nBuilding permits came at 1.483M vs. 1.45M consensus.\n\nMagnificent Seven Money Flows\nIn the early trade, money flows are neutral in Apple Inc (AAPL), Alphabet Inc Class C (GOOG), Microsoft Corp (MSFT), NVIDIA Corp (NVDA), and Tesla Inc (TSLA).\nIn the early trade, money flows are negative in Amazon.com, Inc. (AMZN) and Meta Platforms Inc (META).\nIn the early trade, money flows are negative in SPDR S&P 500 ETF Trust (SPY) and Invesco QQQ Trust Series 1 (QQQ).\nMomo Crowd And Smart Money In Stocks\nInvestors can gain an edge by knowing money flows in SPY and QQQ.  Investors can get a bigger edge by knowing when smart money is buying stocks, gold, and oil.  The most popular ETF for gold is SPDR Gold Trust (GLD).  The most popular ETF for silver is iShares Silver Trust (SLV).  The most popular ETF for oil is United States Oil ETF (USO).\nBitcoin\nBitcoin is range bound.\nProtection Band And What To Do Now\nIt is important for investors to look ahead and not in the rearview mirror.  The proprietary protection band from The Arora Report is very popular.  The protection band puts all of the data, all of the indicators, all of the news, all of the crosscurrents, all of the models, and all of the analysis in an analytical framework that is easily actionable by investors.\nConsider continuing to hold good, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term tactical trades as well as short to medium term hedges and short term hedges. This is a good way to protect yourself and participate in the upside at the same time.\nYou can determine your protection bands by adding cash to hedges.  The high band of the protection is appropriate for those who are older or conservative. The low band of the protection is appropriate for those who are younger or aggressive.  If you do not hedge, the total cash level should be more than stated above but significantly less than cash plus hedges.\nA protection band of 0% would be very bullish and would indicate full investment with 0% in cash.  A protection band of 100% would be very bearish and would indicate a need for aggressive protection with cash and hedges or aggressive short selling.\nIt is worth reminding that you cannot take advantage of new upcoming opportunities if you are not holding enough cash.  When adjusting hedge levels, consider adjusting partial stop quantities for stock positions (non ETF); consider using wider stops on remaining quantities and also allowing more room for high beta stocks.  High beta stocks are the ones that move more than the market.\nTraditional 60/40 Portfolio\nProbability based risk reward adjusted for inflation does not favor long duration strategic bond allocation at this time.\nThose who want to stick to traditional 60% allocation to stocks and 40% to bonds may consider focusing on only high quality bonds and bonds of five year duration or less.  Those willing to bring sophistication to their investing may consider using bond ETFs as tactical positions and not strategic positions at this time.\nThe Arora Report is known for its accurate calls. The Arora Report correctly called the big artificial intelligence rally before anyone else, the new bull market of 2023, the bear market of 2022, new stock market highs right after the virus low in 2020, the virus drop in 2020, the DJIA rally to 30,000 when it was trading at 16,000, the start of a mega bull market in 2009, and the financial crash of 2008. Please click here to sign up for a free forever Generate Wealth Newsletter.Market News and Data brought to you by Benzinga APIs© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}