The US stock market and the crypto world can rise together, and it's never a coincidence — behind it all are the flows of money voting on macro trends.
The recent rebound yesterday was superficially due to Trump’s remarks and the hope that the government shutdown might be resolved, but what truly excited the market was another development: the possibility that tariffs might be dead.
What does the data say? Investors believe that the probability of the Supreme Court supporting Trump’s global tariffs has directly fallen to 29%. What does this mean? It means the market is betting: tariff costs might return to zero. Once this happens, cost pressures ease, liquidity improves, and money naturally starts to move.
**How valuable is Trump's "crypto support"?**
Recently, this guy has indeed sent some friendly signals — saying cryptocurrencies can ease pressure on the dollar and that the US should become a "Bitcoin superpower." Sounds good, but you need to think clearly: what the market wants isn’t slogans, but real policies with actual money behind them.
Remember February? When Trump announced tariffs on Canada and Mexico, Bitcoin immediately dropped below $90,000. The current rebound, frankly, is the market betting: this scene won’t be repeated.
**The real logic behind the tariff policy reversal**
If the Supreme Court ultimately rejects the tariff law, who benefits the most? Industries like tech manufacturing and cross-border trade. Why? Because supply chain costs have always been the biggest vampire draining corporate profits. Once tariffs are eliminated, corporate cash flow loosens, and expectations for investment and dividends rise.
This isn’t just about the crypto market — the entire risk asset class will benefit. The crypto world, in this anticipation, is actually the most敏感.
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ZKProofEnthusiast
· 01-01 20:04
Tariffs are truly the heartbeat of the market. A single thought can cause the crypto market and risk assets to shake together.
Speaking of Trump's bluster, how much is it really worth? A single comment in February last year caused BTC to plummet. Now he's starting to hype again.
Only when supply chain costs release liquidity can the market survive. Money doesn't appear out of thin air. Ultimately, it depends on whether policies can truly be implemented.
Honestly, I don't quite believe this rebound. It feels like another soothing placebo, just waiting to be proven wrong.
The probability of tariffs dropping to 29% would be the climax. The market's psychological resilience is indeed fragile.
View OriginalReply0
ForkLibertarian
· 01-01 07:00
Honestly, this wave is just a gamble on whether tariffs will fall, and money is rushing into risk assets.
The key is liquidity. Listening to Trump's words is fine, but implementation is the real deal.
What’s the use of slogans? The events of February are still vivid.
The crypto market reacts quickly because it’s the most sensitive; as soon as it senses something, it immediately follows.
Once costs are cleared and corporate cash flow is restored, the business survives. This logic is sound.
It’s not really about how close Trump is; it’s purely that the market is betting on no more turbulence.
The key is how the Supreme Court rules; it’s still early days.
View OriginalReply0
CountdownToBroke
· 2025-12-31 14:26
Tariffs are really a mess; only when it’s over will the truth be known. Right now, any talk is pointless.
Honestly, slogans are just slogans. Without real policies, it’s all talk.
Liquidity can’t loosen up, and the rebound in coin prices is just surface-level effort. Don’t be fooled.
That 90,000 wave still lingers in my mind. Why should we believe it won’t happen again this time?
Supply chain costs have been cut, but how much can retail investors’ wallets really loosen? Question mark.
Is the crypto circle responsive? So responsive that they become the bagholders.
View OriginalReply0
FlyingLeek
· 2025-12-29 22:45
Basically, it's still a liquidity game. When tariffs are gone, money flows, and the crypto market has to go up.
View OriginalReply0
StableGeniusDegen
· 2025-12-29 22:42
Tariffs are probably going to be a dead end, the money is moving, and the crypto market is following along, it's that simple.
Trump keeps throwing smoke screens every day, how much are slogans worth? Let's see the policy implementation.
Basically, it's a game of supply chain costs. Once tariffs are eliminated, corporate cash flow loosens, and risk assets will all rally.
When Bitcoin dropped below 90,000, I knew this wasn't genuine support. Now the rebound is purely the market betting on the outcome of a grand court drama.
Liquidity is the most manipulative thing for people's minds; wherever the money goes, cryptocurrencies have to sway along.
Bitcoin superpower? Come on, let's wait until the Supreme Court's 29% probability of ruling comes true before talking.
View OriginalReply0
TokenomicsDetective
· 2025-12-29 22:36
Basically, when it comes to tariffs, once they are implemented, the crypto market is the first to react, and the US stock market only follows suit.
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Slogans are just slogans; policies are the real gold and silver. We've heard Trump's rhetoric too many times.
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When liquidity loosens, money naturally starts to flow wildly. This rebound was written in the stars long ago.
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Easing corporate cash flow = increased dividend expectations = benefits for all risk assets. The crypto market just reacts faster.
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When the probability of tariffs drops to 29%, the market had already bet on it. Now, the rebound is when the bagholders come in.
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The moment supply chain costs are released, the entire asset side has to move accordingly. The crypto market's quick response is not wrong.
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They're betting again that Trump won't repeat the February approach. Whether this time is real or not is still uncertain.
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Money votes. Once the expectation of zero tariffs is established, liquidity immediately comes alive.
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US stocks and the crypto market are moving in sync, mainly because macro expectations are reversing. Don't be fooled by surface-level news.
View OriginalReply0
RatioHunter
· 2025-12-29 22:32
Tariffs being implemented is the real deal; right now it's all just speculative hype.
View OriginalReply0
DefiVeteran
· 2025-12-29 22:32
In essence, only when tariffs are implemented can liquidity truly come alive.
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Slogans are useless; it depends on how much Trump can actually invest.
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Another round of policy gambling; the crypto market is the fastest to surge and the hardest to fall, old tricks.
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The key is the 29% probability from the Supreme Court; if it truly reverses, the entire market will come alive.
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When supply chain costs ease, tech stocks and the crypto market rise simultaneously; there's some logic to this.
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I remember the Bitcoin surge to 90,000; a single comment from Trump brought it back to normal. Now, the rebound is a bet on him staying silent.
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The phrase "money is voting" hits the point; it’s really about who can truly unleash liquidity.
View OriginalReply0
NestedFox
· 2025-12-29 22:31
Wait, can the tariff zeroing policy really be implemented? I always feel like Trump enjoys playing the kite game.
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Good for liquidity improvement, but honestly it's just betting that Trump won't cause trouble... That's a pretty risky move.
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Is the crypto market response sharp? That means the retail investors are the first to sense that the cutthroat is coming.
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Real gold and silver policy—that hits home. Repeating the slogan a thousand times won't help.
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Will bringing tariffs back to zero really lift the entire market? I looked at my wallet—better to just survive first.
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I remember the moment in February when it broke below 90,000. Now I'm betting it won't happen again... Why does this logic feel so familiar?
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The supply chain cost as a vampire—what a perfect metaphor. But companies might not necessarily pay dividends; they might just buy back shares to save themselves.
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So basically, the US stock market and the crypto world can rise together because of this collective expectation game among players.
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The key depends on how the Supreme Court votes; everything else is just floating clouds.
The US stock market and the crypto world can rise together, and it's never a coincidence — behind it all are the flows of money voting on macro trends.
The recent rebound yesterday was superficially due to Trump’s remarks and the hope that the government shutdown might be resolved, but what truly excited the market was another development: the possibility that tariffs might be dead.
What does the data say? Investors believe that the probability of the Supreme Court supporting Trump’s global tariffs has directly fallen to 29%. What does this mean? It means the market is betting: tariff costs might return to zero. Once this happens, cost pressures ease, liquidity improves, and money naturally starts to move.
**How valuable is Trump's "crypto support"?**
Recently, this guy has indeed sent some friendly signals — saying cryptocurrencies can ease pressure on the dollar and that the US should become a "Bitcoin superpower." Sounds good, but you need to think clearly: what the market wants isn’t slogans, but real policies with actual money behind them.
Remember February? When Trump announced tariffs on Canada and Mexico, Bitcoin immediately dropped below $90,000. The current rebound, frankly, is the market betting: this scene won’t be repeated.
**The real logic behind the tariff policy reversal**
If the Supreme Court ultimately rejects the tariff law, who benefits the most? Industries like tech manufacturing and cross-border trade. Why? Because supply chain costs have always been the biggest vampire draining corporate profits. Once tariffs are eliminated, corporate cash flow loosens, and expectations for investment and dividends rise.
This isn’t just about the crypto market — the entire risk asset class will benefit. The crypto world, in this anticipation, is actually the most敏感.