Trade war: Ethereum and XRP cryptos bounce against all expectations

While the financial markets collapse under the threat of new announcements relating to the trade war orchestrated by Donald Trump, the Crypto market takes everyone in reverse. Indeed, the XRP and Ethereum bounce clearly, breaking with an installed downward trend. Are these assets in the process of sustainably detach from conventional macroeconomic dynamics? In a context of pricing tensions and increased volatility, the reaction of the Crypto market questions its ability to play a role of strategic alternative.

The rise of trade tensions and altcoin bursts

While the scholarship unscrews in a risk aversion climate caused by Donald Trump's new announcements on the imminent increase in customs duties, the XRP and Ethereum have reversed their trajectory, recording +4.5 % and +2.7 % over 24 hours respectively.

This performance is all the more significant since it comes in a context where the entire Crypto market seemed to be withdrawal. Indeed, the global capitalization of the crypto market has contracted by almost 1 %.

In his speech, Donald Trump has clarified ::

We will tax the countries that abuse our economy. This includes China, Canada, Mexico, and even the European Union.

This announcement triggered immediate instability in the equity markets: the S&P 500 sold 3.33 % in one day, illustrating the extent of volatility.

The contrast between the rout of traditional markets and the rebound of certain altcoins suggests a momentary dissociation of economic dynamics. Some elements make it possible to better understand this reversal:

• The XRP has displayed the best performance among the first ten cryptos by capitalization;

• Global action indices have dropped, highlighting a partial rotation towards alternative assets;

• The lack of immediate reaction of the federal reserve or regulatory authorities gives way to speculative anticipations on the asset classes less exposed to monetary policies.

This punctual start, although remarkable, is part of a very unstable climate where short -term arbitrations can quickly be questioned.

A rebound led by altcoins despite a still fragile crypto market

While the weekend opened to marked losses, an unexpected inflection occurred this Monday with a selective recovery of several cryptos. At the head of this rebound is the XRP and Ethereum, which “Increased by 4.5 % and 2.7 % over the day respectively”. This recovery was led not by bitcoin or traditional juggernauts in the sector, but by certain altcoins.

This is a sign of a more tactical repositioning of investors. At the top of the rebound is the DEFI protocol based on Ethereum, Ethena, which climbed 10.8 % in 24 hours.

In addition, predictive markets note a specific renewed optimism around certain assets. According to Myriad Marketsthe probability that XRP obtains an ETF before Litecoin is now estimated at 64 %. As for Ethereum, forecasts indicate A probability of 54.4 % to see the crypto establish a new historic record before the end of the year, while it is currently “At -27 % of its ATH $ 4.878.26”.

These signals suggest that investors now distinguish assets according to their short-term potential, beyond the global geopolitical climate. If the crypto market remains generally cautious, recent arbitrations in favor of certain assets such as Ethena or Stellar (+8.1 %) suggest that specific sectoral opportunities take over.

This recovery, although modest and still fragile, illustrates structural resilience of the crypto market, capable of bolishing even in contexts of strong macroeconomic uncertainty.