Smart Money Tracking: How Trump’s Tariff Policy Impacted ETH and SOL Markets
Author: kryptolens.com
🌟 Introduction: Can Political Events Shake the Crypto Market?
In April 2025, the Trump administration’s tariff policy announcement caused Ethereum (ETH) and Solana (SOL) to drop by over 6%, only to rebound by 7%+ after a tariff delay was announced. This blog explores the movements of smart money wallets and provides actionable insights for crypto investors to navigate similar situations effectively.
🔍 Part 1: Winning Strategies of Smart Money Wallets
In the wild world of crypto, a few standout wallets are consistently outperforming the market with razor-sharp strategies. Take the AI Token Specialist (BL51Dpzt...), for example—this wallet focused heavily on AI-driven tokens like AGIX and ARC, often buying just ahead of key tech announcements, and scored a staggering 1,398% ROI, including a $920K profit from TRUMP meme coin alone. Meanwhile, the Meme Coin Volatility Trader (5LwtbNjQ...) played the short-term game, flipping low-cap tokens like BUILD and NOVA with precision timing and racking up $850K in just 90 days. On the other end of the spectrum, the Long-Term Holder (xKkfsTvp...) took a slower, more deliberate approach—holding politically-linked tokens such as MELANIA—and is currently sitting on a $72K unrealized gain, triggered right after news of the Trump tariff delay broke. These wallets aren’t just lucky—they’re strategic, data-driven, and always one step ahead.
1️⃣ AI Token Specialist (BL51Dpzt...)
- Strategy: Focused on AI-driven tokens like AGIX and ARC → Buying ahead of major tech milestones
- Performance: Achieved a 1,398% ROI ($920K profit from TRUMP meme coin alone)
2️⃣ Meme Coin Volatility Trader (5LwtbNjQ...)
- Strategy: Short-term investments in low-cap meme coins like BUILD and NOVA
- Performance: $850K realized profit in 90 days
3️⃣ Long-Term Holder (xKkfsTvp...)
- Strategy: Holding MELANIA and other politically-linked tokens → $72K unrealized profit after tariff delay announcement
📉 Part 2: How Trump’s Tariff Policy Shook ETH and SOL Markets Over 72 Hours
The crypto market felt the shockwaves of Trump’s surprise tariff announcement on April 2nd, when news of a 35% hike on Chinese EV parts triggered a sharp wave of risk-off sentiment. Within hours, SOL plummeted from $118 to $110 (-6.5%), while ETH sank from $1,800 to $1,692 (-6%), wiping out millions in market value. But the turbulence didn’t last long. By April 10th, both tokens staged an impressive comeback, fueled by a tariff delay and reports of U.S. government accumulation of strategic digital assets like ETH and SOL. On the technical front, SOL flashed a bullish Falling Wedge pattern, bouncing off the key $100 support zone—signaling a potential 29.78% rally. Meanwhile, ETH hit oversold territory with its RSI dipping below 30, before rallying 7.43% as buyers rushed back in. In just 72 hours, the market went from fear to FOMO—all hinging on geopolitical shockwaves.
🔥 April 2nd: The Crash
- SOL: Dropped from $118 to $110 (-6.5%)
- ETH: Fell from $1,800 to $1,692 (-6%)
- Trigger: Announcement of a 35% tariff hike on Chinese EV parts → Risk-off sentiment among investors
🚀 April 10th: The Rebound
- Rebound Triggers: Tariff delay + U.S. government’s strategic accumulation of SOL/ETH reserves
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Technical Signals:
- SOL formed a Falling Wedge pattern, testing $100 support → Potential for a 29.78% rally
- ETH entered oversold territory with RSI below 30 → Rebounded by 7.43%
💡 Part 3: Investor Checklist – How to Track Smart Money in Five Steps
In a market where narratives move faster than fundamentals, staying ahead means thinking like smart money. First, bookmark top-performing wallets on platforms like Solscan to keep tabs on seasoned traders’ every move. Next, track centralized exchange (CEX) outflows using tools like CoinGlass—watching for sudden withdrawals can hint at whale moves before price shifts. Don’t ignore the big picture: sync your strategy with political calendars, anticipating events like tariff hikes or tax reforms at least two weeks in advance. When it comes to timing entries, pair RSI and Bollinger Bands on a 4-hour chart to catch high-probability reversals. And finally, during high-volatility periods, rebalance your portfolio—if you’ve been riding a 3:7 AI-to-meme coin ratio, consider shifting to a more defensive 5:5 balance to hedge against wild swings.
- Monitor Wallets: Bookmark top-performing wallets using tools from kryptolens.com
- Track CEX Outflows: Use platforms like CoinGlass to analyze weekly inflow/outflow ratios for major exchanges.
- Follow Political Calendars: Prepare for events like tariff announcements or tax reforms at least two weeks in advance.
- Use Technical Analysis: Combine RSI and Bollinger Bands on a 4-hour chart to identify short-term entry points.
- Rebalance Portfolios: Adjust your allocation between AI tokens and meme coins from a 3:7 ratio to a more balanced 5:5 during volatile periods.
🚨 Risk Management Tips for Crypto Investors
Meme Coin Investment Rules:
1. Allocate no more than 10% of your total portfolio to meme coins.
2. If you achieve a profit of over 50% within 24 hours, withdraw your principal immediately.
3. Track social media activity of related political figures (e.g., Trump’s Twitter/X posts). Network Congestion Monitoring for Solana Users:
If Solana’s TPS (transactions per second) drops below 2,000, expect delays in transaction confirmations—plan accordingly during high-volume periods.
🔮 Part 4: Long-Term Outlook – Can Solana Surpass Ethereum?
As the battle for Layer-1 dominance intensifies, Solana is carving out a compelling advantage with its tech-forward roadmap. The launch of SVM-based sidechains is set to enhance EVM compatibility, making it easier for Ethereum developers to migrate or build cross-chain applications. Coupled with ultra-low transaction fees—just $0.0001 per transaction, compared to Ethereum’s significantly higher costs—Solana is positioning itself as the high-speed, cost-effective alternative. But Ethereum isn’t standing still. The upcoming EIP-7732 upgrade promises to slash block validation times by 50%, while the rise of Layer-2 giants like Arbitrum and Polygon strengthens its scalability narrative. According to market analysts, “Solana will thrive as the hub for politically-charged meme coins, whereas Ethereum will retain its crown among institutional players.” By Q3 of 2025, experts forecast the SOL/ETH price ratio to stabilize around 0.04, signaling long-term coexistence rather than a clear winner.
Solana’s Technological Edge:
- Launching SVM-based sidechains → Enhanced EVM compatibility will attract more developers.
- Maintaining ultra-low transaction fees ($0.0001 per transaction compared to Ethereum’s higher costs).
Ethereum’s Response:
- Upcoming EIP-7732 upgrade will reduce block validation times by up to 50%.
- Increased competition with Layer-2 solutions like Arbitrum and Polygon.
📌 Expert Opinion:
"Solana will thrive on politically-linked meme coins, while Ethereum will remain the go-to choice for institutional investors. By Q3 of 2025, the SOL/ETH price ratio is expected to stabilize around 0.04."
✨ Conclusion: Decoding Smart Money Movements
To gain an edge in the crypto market, focus on these three pillars:
- Technological Developments: Monitor upgrades and network performance metrics like TPS.
- Political Risks: Stay informed about key policy announcements that could impact risk assets.
- On-chain Data: Analyze exchange outflows and wallet activity using kryptolens.com tools
As demonstrated in this analysis, a smart money trader based in Seongnam City recently purchased SOL at $117 just hours before Trump’s tariff announcement, earning a quick profit during the rebound phase (+7%). You can start tracking similar opportunities today using kryptolens.com real-time monitoring tools!