Global Counterattack: From Domestic Currency Settlement to "Digital Gold" as a Safe Haven

Tariff policies have not left other countries sitting idly by; a series of "counterattack combos" are reshaping the macro environment:
1. Energy and Raw Material Countermeasures: Some Latin American and Middle Eastern oil-producing countries are taking a tough stance on US export policies. Recent developments in Venezuela have further intensified this confrontation, causing oil prices to rise amid volatility.
2. The "Currency Settlement Wave" and the Strong Position of the Renminbi: Despite trade pressures, the renminbi performed strongly in mid-January, with the USD/RMB exchange rate briefly falling below 7.0. Behind this currency strength are the concentrated currency settlements by exporters before the Spring Festival and a strategic abandonment of long-term US dollar credit.
3. Confirmation of Bitcoin's Safe-Haven Properties: Why did Bitcoin reach $96,000? Because, in the context of fiat currency credit fragmentation caused by the tariff war, BTC is being viewed by institutions as the "唯一可携带、无国界的硬通货" (the only portable, borderless hard currency). This is no longer just speculation but a diversification of global sovereign credit risk.