The analyst discusses the impact of Trump's statements on trade relations with China and its effect on the cryptocurrency market, particularly Bitcoin. Trump's statements are seen as a negotiating tactic, leading to market volatility. The analyst believes the market reaction is an overreaction. Bitcoin experienced a significant drop to $106,000 before recovering to $112,000 but rising to the 114000 level is an important recovery. The analyst infers that due to the Federal Reserve's ongoing rate cuts amid inflation and a declining USD, assets are expected to increase. The analysis suggests that, despite short-term turbulence and a drop of %50 to large coins, the overall long-term conditions remain favorable for risk assets including crypto, presenting a buying or holding opportunity with a target of 120000.