Bessent's statement of "no longer considering a 100% tariff on China" instantly turned the market from a "battle alarm" to "light music." This is not diplomatic language, but a kind of high-level economic facade: clearly retreating, yet retreating as if in the lead.
Previously, the hawks within the U.S. pushed too hard, and the "100% tariff" became the ceiling of political slogans. But the reality is—companies are complaining, farmers are annoyed, and consumers are suffering. Bessent clearly understands the old saying: "The economy does not lie." So he gently appeared, using a casually understated "will not consider," helping the White House tuck that absurd number back into the drawer.
Logically, this shift has three signals: 1️⃣ Political temperature drops—trade hardline rhetoric has receded, and the U.S. side is trying to return to the negotiating table. 2️⃣ Market calming intentions are strong—the dollar's volatility is stabilizing, U.S. stocks are catching their breath, and institutions are optimistic. 3️⃣ U.S.-China relations are loosening—the "decoupling theory" is losing dramatic tension, and pragmatists are regaining control of the narrative.
It's as if the U.S. is telling the world: "We are not crazy, just a bit emotional." Bessent's "calm statement" finally gives investors a reason to return to rationality—short-term volatility has ended, and medium- to long-term cooperation expectations are rising.
The script for the 100% tariff is not finished, but the director has already changed the scene. Bessent is not just giving empty promises; he is clearing the market.
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