Stablecoin stagnation, tariffs a headwind for Bitcoin prices, analysts say

Tariff shocks led to a capital rotation from crypto into precious metals and tokenized commodities, as analysts warn that the thin crypto market liquidity is limiting a wider recovery.

Source: cointelegraph.com

Expert opinions (1)

• Anton Erpulev, CEO & Co-Founder at PowerSun Market: The crypto liquidity thesis just hit a wall nobody wanted to acknowledge. Stablecoin supply isn't growing, and when tariff uncertainty hits, capital rotates into exactly what you'd expect: gold and tokenized commodities. This isn't irrational—it's predictable. What's actually happening here goes…