Analysis: Bitcoin fluctuates and rebounds to $67,000, while Trump's tariff remarks reignite expectations of macro tightening

According to CoinDesk, Bitcoin's price fluctuated on Thursday, rebounding to around $67,000 after dipping to approximately $65,900. Market attention has shifted to Trump's latest statements on trade and tariffs. He previously posted on Truth Social that the U.S. trade deficit has "decreased by 78%" due to tariffs imposed on other countries and companies, and he expressed optimism about achieving a surplus for the first time in decades this year.

Analysts believe that if expectations for tariffs rise, it could impact the inflation trajectory and reinforce market pricing for "higher rates for a longer time." In this scenario, the dollar typically strengthens, putting pressure on risk assets, and cryptocurrencies like Bitcoin are also susceptible to changes in liquidity and interest rate expectations. Market views suggest that if the tariff narrative strengthens further and drives the dollar up along with a tightening financial environment, Bitcoin's rebound momentum may struggle to sustain; however, if related comments fade into political noise, the crypto market may refocus on capital flows, leverage conditions, and key technical levels.