#TrumpAnnouncesNewTariffs

Trump’s New Tariffs: Are We Ready for the Macro Wave?
The new tariffs are not just a political statement.
They send a signal to global risk appetite.
What does a tariff increase mean?
• Friction in global trade
• Rise in supply chain costs
• The potential reignition of inflationary pressures
• A strengthening dollar scenario
• Short-term volatility in risky assets
But the real issue here is not the initial reaction.
Expectations management.

1️⃣ Inflation Dynamics
Tariffs increase import costs.
This can be reflected in consumer prices.
If the market starts pricing in “re-inflation risk”:

Bond yields rise

The Fed’s easing room narrows

Liquidity expectations weaken

And if liquidity weakens, risky assets are pressured.

2️⃣ Dollar and Global Flows
Trade tensions generally strengthen the dollar.
A strong dollar = pressure on emerging markets and commodities.
In the crypto sector, short-term risk-off pressure may be observed.
However, if systemic uncertainty narratives strengthen in the long term, demand for alternative assets may increase.
So, the direction is not one-dimensional.

3️⃣ The Main Question
Is this move a negotiation strategy?
Or a wave of lasting trade war?
The market reacts on the first day.
But the trend depends on the continuity of the policy.

4️⃣ My Position Framework
In such periods:
📌 Leverage is reduced
📌 Cash ratio is increased
📌 No aggressive positions before macro confirmation
Being quick is not as important as staying solid.
Because when macro waves arrive,
those who are unprepared do not win; those who are patient do.

$BTC $GT $ETH Now I ask you:
Do you see this development as short-term noise,
or the beginning of a new trade tension cycle?