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Don't remind me again today

📌 Trump's attitude has shifted: Who bears the cost of tariffs? The impact goes far beyond trade.


1. Brief Review of the Event

Recently, U.S. President Trump publicly acknowledged for the first time:
The cost of the tariff policy implemented by it is indeed partially borne by American consumers.

The timing of this statement is very critical—
The U.S. Supreme Court is currently reviewing the legality of the tariff policy.

Trump stated:

A detrimental ruling by the Supreme Court would deal a "catastrophic blow" to the United States.

The U.S. government is ready with a "Plan B" response;

Emphasizing that the overall goal of its tariff strategy is to maintain the United States' competitive position in international trade.

2. Why did Trump "change his tune"?

This is actually a signal of attitude softening.

In the past, Trump's rhetoric has always been:

"Tariffs are paid by foreign countries, and the United States does not have to pay."

Now acknowledging that consumers bear part of it, indicates:

He is laying the groundwork for future policy flexibility.

Especially under the dual pressure of law and public opinion among voters.

This is a political strategic shift.

It is not about admitting mistakes, but leaving room for adjustments.

3. What does this mean for the global market?
1) trade uncertainty will rise again

The shift in tariff stance → The global trade situation may tighten again.

2) Risk assets may enter a wait-and-see period in the short term.

The short-term sentiment in the US stock and crypto markets will be cautious.

3) BTC may be regarded as a "hedging tool" again.

The more unstable the economy and trade are,
The value of alternative assets (Bitcoin, gold) becomes more prominent.

In other words:

Short-term fluctuations, medium-term benefits for the recognition of Bitcoin's monetary attributes.

In summary:

It's not a negative signal, but rather an extended cycle. The market consolidation makes the medium-term trend healthier.

5. Suggestions for today's operations

Don't chase highs, don't go all in.

Buy in batches during pullbacks, stability is more important than speed.

The big market trend is still in the mid-to-late stage, rather than having already ended.

A bull market is not just one bullish candle,
but rather a patient game of rise—retrace—wash—rise again.

Disclaimer

This article is a market observation and opinion sharing, and does not constitute investment advice.
Digital assets are highly volatile, please participate reasonably according to your own risk tolerance.
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