Epic opportunity! Trump challenges modern economic rules, the Federal Reserve's anti-inflation achievements go to zero, Bitcoin becomes the biggest winner? Siblings, take a quick look: the bottom-fishing code under high volatility has been cracked!
Trump's crazy idea to replace personal income tax with tariff revenue is simply a challenge to modern economic rules. If this idea is implemented, in the short term, the American people's individual taxes will decrease, consumption will rise, and consumer stocks and domestic manufacturing stocks protected by high tariffs may benefit, while the market will hype fiscal stimulus to boost the index.
However, in the long run, inflation can easily spiral out of control, the Federal Reserve's anti-inflation achievements may go to waste, interest rates will remain high for a long time, and profits of companies relying on global supply chains will be squeezed, making it difficult for businesses to invest confidently in the long term.
For cryptocurrencies, especially Bitcoin, this might be an opportunity; aggressive policies will weaken the dollar's credit, highlighting Bitcoin's non-sovereign value storage advantage. Tariff policies will push inflation and increase geopolitical risks, and its deflationary and safe-haven properties can also play a role. In the long run, distrust in the traditional system will drive funds to seek alternatives.
However, this is currently just an idea, the results of the November election are crucial, the proposal faces significant resistance in Congress, and its implementation and scale are uncertain. The market will fluctuate with policy probabilities. Therefore, strategically, it's important to focus on increasing non-sovereign assets to hedge risks; tactically, be patient, don't blindly chase highs, wait for the market to adjust before entering, and this narrative brings high volatility, so manage positions well and use high leverage cautiously.
Although this idea carries high risks, it stimulates risk assets in the short term, but long-term inflation and uncertainty increase, which is favorable for Bitcoin, but rational and cautious operation is needed.
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