The analysis suggests that potential lifting of tariffs on China by Trump could positively affect the cryptocurrency market. NVidia's CEO indicates a decrease in market share in China due to current policies. The analyst notes that Trump previously declared a 10% baseline tariff on imports beginning April 5th, which correlated with Bitcoin's price finding a local bottom and subsequently breaking out of a resistance point. The analyst infers a potential market bounce and expects Trump to extend or delete the tariffs before November 1st. The video highlights past events to show the current market behavior. The analyst correlates past action and results to new action and expectation of result.