tariffs

1. Seasonal Pattern, Not Panic Signal

August historically brings thinner trading and muted momentum. The Nasdaq, for instance, averages just a 0.3% gain in August—with positive months only about 55.6% of the time .

After a strong rally in July across tech and cyclical sectors, a pullback was statistically likely—not a surprise .

2. Overheated Sentiment, Mature Rally

Sentiment indicators suggest complacency—in overbought territory, with stretched valuations and speculative options activity .

Forward P/E ratios are elevated across the so-called “Terrific 20” S&P companies—beyond just the famous Magnificent Seven—raising caution flags for valuation-driven reversals .

3. Tariff & Data Jitters Trigger Snaps, Not Cracks

Recent dips followed tariff escalation and softer jobs/inflation data—not fundamental collapse. While these events triggered volatility, they also threw out clearer signals for near-term risk pricing .

Yet, second-quarter earnings beat expectations robustly, particularly in AI/tech, helping offset sentiment-driven falls .

4. Technicals Still Lean Bullish

Analysts note that dips have remained shallow and technical momentum intact. Only a break below support zones near 6,313–6,360 on the S&P 500 would signal deeper corrective risk .

5. Bullish Fundamentals & Structural Resilience

Core economic data, while cooling, remains stable. Moderating inflation and a resilient labor market suggest upcoming rate cuts rather than rate hikes this year .

Wall Street forecasts remain positive: J.P. Morgan expects the S&P 500 to close near 6,000 by year‑end; others target up to 6,500, driven by earnings strength and AI momentum .

🌟 Why This Dip May Be a Buying Opportunity

Seasonal wobble, not structural break. August corrections of 7–10% are historically normal, and often present entry points, not warnings of deeper crises .

Strong earnings keep engines running. Nearly 80% of S&P 500 firms beat expectations in Q2, particularly in AI-related names like Microsoft, Meta, Nvidia and more .

Strategic rotation in play. Institutions are shifting toward defensive sectors and quality names, preparing for Fed cuts and policy clarity in H2 2025 .

✅ Bull vs Bear at a Glance

✔️ Setup Signs (Bullish) ❌ Crisis Signals (Not Present)

Weakness in sentiment, not fundamentals No systemic credit or liquidity breakdown
Seasonal & technical recency: normal cooling No major economic shock (e.g. burst recession)
Earnings resilience in mega-cap and AI names No rapid spike in unemployment or recession
Valuation pullback offers strategic entry points No yield-curve inversion or banking stress

🔭 What to Watch Next

1. Support levels around S&P 6,313–6,360—deeper breaks there may signal trend shift .

2. Upcoming Fed communications & inflation readings—progress toward a September rate cut could bolster confidence .

3. Q3 earnings trends—especially in AI, consumer discretionary, and financials.

🧠 Final Takeaway

This is not a crisis—but a classic market cooldown. Elevated sentiment, seasonal liquidity thinness, and tariff unease have sparked short-term volatility. Yet structural underpinnings remain firm: earnings growth, resilient macro, and strategic rotational flows persist. For long-term investors, this dip may well be a setup—one that rewards discipline, selective entry, and a vigilant eye on evolving signals.
#TrendingTopic
#Tariffs
#TrumpTariffs

Trump to Announce New Head of the Bureau of Labor Statistics and a Candidate for the Federal Reserve Board of Governors in the Coming Days. By TechFlow

Yesterday's Market Dynamics
Trump: To Announce New Head of the Bureau of Labor Statistics and a Candidate for the Federal Reserve Board of Governors in the Coming Days
According to Jinshi Data, U.S. President Trump stated that he will announce a candidate to fill the vacant Federal Reserve Board of Governors position in the coming days and a new head of the Bureau of Labor Statistics in the next three to four days.
Note: Federal Reserve Governor Kugler announced that she would resign on August 8. In a letter to Trump, Kugler, 55, did not state the reason for her resignation, only that she would return to Georgetown University as a professor in the fall. She did not attend last week's Federal Reserve FOMC meeting, and officials said her absence was due to personal matters.
U.S. Trade Representative: #Tariffs Policy Is Basically Fixed

According to Jinshi, U.S. Trade Representative Greer said on August 3 local time that the new round of tariffs imposed by U.S. President Trump on various countries last week is "basically fixed" and will not be adjusted in the current negotiations, including a 35% tariff on goods imported from Canada, a 50% tariff on Brazil, a 25% tariff on India, and a 39% tariff on Switzerland. Greer said that some tariffs are set according to bilateral trade surpluses and deficits, and "these rates are basically fixed."

Sci-Tech Innovation Board Daily: Hong Kong RWA Registration Platform to Launch on August 7

According to the Sci-Tech Innovation Board Daily, the Hong Kong RWA registration platform will be launched on August 7, initiated by the Hong Kong Web3.0 Standardization Association, which will open up the entire process service system of dataization, assetization, and financialization of RWA asset tokenization.

Sam Altman: New Model to Be Released in the Coming Months, but There May Be a Capacity "Crisis" During This Time

ChatGPT founder Sam Altman posted on the X platform that new models, new products, and new features may be launched in the coming months, but there may be some minor problems and capacity crises during this period. Although it may be a bit unstable, the market should be able to accept the up
coming new products.
Linea Chain DEX Etherex Announces Launch of Native Token REX on August 6

According to the official announcement, Linea chain decentralized exchange Etherex announced that it will launch its native token REX on August 6.

Bitcoin Restaking Platform SatLayer Airdrop Registration Announced

Bitcoin restaking platform SatLayer announced on the X platform that airdrop registration SlayDrop is now open, with a deadline of 9:00 PM Beijing time on August 9.

Prior to this, SatLayer completed an $8.00M Pre-Seed round of financing, led by Hack VC and Castle Island Ventures.

Towns Protocol Announces Token Economics: 57% of Tokens for Airdrops, Grants, and Other Community Programs

Communication platform Towns Protocol announced token economics: The total amount of TOWNS tokens is 10.00B, and more than 10% of the tokens will be airdropped to early users, partners, and publishing collaborators on August 5.

Justin Sun Returns to Earth on Blue Origin Spaceship, Lasting 10 Minutes and 14 Seconds

According to Blue Origin's official live broadcast, TRON founder Justin Sun took the New Shepard spacecraft to complete a space journey, and the crew capsule landed smoothly, lasting 10 minutes and 14 seconds.

Arkham: LuBian Mining Pool Was Stolen 127,000 $BTC in 2020, and Hackers Still Control Assets

According to Arkham, LuBian, a mining pool that was once among the top ten in the world, suffered a major security incident in December 2020, with a total of 127,426 $BTC stolen, worth $14.50B at the current price, making it the largest Bitcoin theft in history.

Arkham said that LuBian was a Chinese mining pool that had mines in China and Iran. In May 2020, it controlled nearly 6% of the entire network's computing power on the Bitcoin network, and had significant industry influence. The attack occurred on December 28, 2020. The attacker was suspected of using a vulnerability in its private key generation algorithm to successfully steal more than 90% of its holdings through brute force cracking. The next day (December 29), the hacker transferred some of the $BTC again, amounting to $6.00M.

In addition, LuBian tried to plead with the hacker through on-chain OP_RETURN information, requesting the return of the stolen assets. The official sent a total of 1,516 transactions with messages, consuming a total of 1.4 $BTC, further confirming that the incident was not a fake act.

Currently, LuBian still retains 11,886 $BTC (approximately $1.35B), and the hacker's last on-chain behavior was an address consolidation in July 2024. As of the date of disclosure, the hacker still controls the stolen $BTC, and the identity is unknown. The scale of its holdings has ranked 13th among the world's largest $BTC holders, even surpassing the Mt.Gox hacker address.

Trump Media & Technology Group Releases Q2 Financial Report: Financial Assets Reach $3.10B, a Year-on-Year Increase of Approximately 800%

According to Globenewswire, Nasdaq-listed Trump Media & Technology Group Corp. (DJT) released its financial results report for the period ended June 30, 2025, which disclosed:
1. As of the second quarter of this year, the scale of financial assets reached approximately $3.10B, including cash, cash equivalents, restricted cash, trading securities, and short-term investments, a year-on-year increase of approximately 800%. The biggest factor in the increase was that the company raised nearly $2.40B for its Bitcoin funding strategy and accumulated approximately $2.00B in Bitcoin and Bitcoin-related securities in July of this year, making it one of the largest listed companies in terms of Bitcoin funding scale.
2. The company achieved positive operating cash flow for the first time in the second quarter, with total cash flow from operating activities reaching $2.30M, but net losses reached $20.00M.
3. The Truth+ program launched a rewards program and embedded utility tokens in the digital wallet. The tokens can initially be used to pay for Truth+ subscriptions and then for other products and services in the Truth ecosystem.
4. Multiple ETFs have submitted registration statements, including the Truth Social Crypto Blue Chip ETF, the Truth Social Bitcoin and Ethereum ETF, and the Truth Social Bitcoin ETF.

$ENA, $IMX, $MOVE and Other Tokens Will Usher in Large-Amount Token Unlock This Week, with a Total Value of Over $120.00M

Token Unlocks data shows that $ENA, $IMX, $MOVE and other tokens will usher in large-amount token unlock this week, with a total value of over $120.00M:

- $ENA will unlock 171.88M tokens on August 5, worth approximately $102.25M, accounting for 2.70% of the circulating supply;
- $IMX will unlock 24.52M tokens on August 8, worth approximately $12.27M, accounting for 1.30% of the circulating supply;
- $MOVE will unlock 50.00M tokens on August 9, worth approximately $6.44M, accounting for 1.89% of the circulating supply;
- $IOTA will unlock 15.16M tokens on August 6, worth approximately $2.79M, accounting for 0.39% of the circulating supply;
- $SXT will unlock 24.64M tokens on August 8, worth approximately $2.16M;
- $MAVIA will unlock 11.89M tokens on August 6, worth approximately $1.96M, accounting for 23.03% of the circulating supply;
- $SPEC will unlock 3.62M tokens on August 5, worth approximately $1.86M, accounting for 17.57% of the circulating supply;
- $RENDER will unlock 492.13K tokens on August 10, worth approximately $1.76M, accounting for 0.09% of the circulating supply;
- $AXS will unlock 652.50K tokens on August 10, worth approximately $1.47M, accounting for 0.39% of the circulating supply;
- $EIGEN will unlock 1.29M tokens on August 5, worth approximately $1.43M, accounting for 0.40% of the circulating supply;
- $RESOLV will unlock 7.60M tokens on August 10, worth approximately $1.36M, accounting for 2.72% of the circulating supply. #NewsAboutCrypto

#TrumpTariffs 📉 Market Shakeout: Why the Current Dip Is a Setup—not a Crisis
1. Seasonal Pattern, Not Panic Signal
August historically brings thinner trading and muted momentum. The Nasdaq, for instance, averages just a 0.3% gain in August—with positive months only about 55.6% of the time .
After a strong rally in July across tech and cyclical sectors, a pullback was statistically likely—not a surprise .
2. Overheated Sentiment, Mature Rally
Sentiment indicators suggest complacency—in overbought territory, with stretched valuations and speculative options activity .
Forward P/E ratios are elevated across the so-called “Terrific 20” S&P companies—beyond just the famous Magnificent Seven—raising caution flags for valuation-driven reversals .
3. Tariff & Data Jitters Trigger Snaps, Not Cracks
Recent dips followed tariff escalation and softer jobs/inflation data—not fundamental collapse. While these events triggered volatility, they also threw out clearer signals for near-term risk pricing .
Yet, second-quarter earnings beat expectations robustly, particularly in AI/tech, helping offset sentiment-driven falls .
4. Technicals Still Lean Bullish
Analysts note that dips have remained shallow and technical momentum intact. Only a break below support zones near 6,313–6,360 on the S&P 500 would signal deeper corrective risk .
5. Bullish Fundamentals & Structural Resilience
Core economic data, while cooling, remains stable. Moderating inflation and a resilient labor market suggest upcoming rate cuts rather than rate hikes this year .
Wall Street forecasts remain positive: J.P. Morgan expects the S&P 500 to close near 6,000 by year‑end; others target up to 6,500, driven by earnings strength and AI momentum .
🌟 Why This Dip May Be a Buying Opportunity
Seasonal wobble, not structural break. August corrections of 7–10% are historically normal, and often present entry points, not warnings of deeper crises .
Strong earnings keep engines running. Nearly 80% of S&P 500 firms beat expectations in Q2, particularly in AI-related names like Microsoft, Meta, Nvidia and more .
Strategic rotation in play. Institutions are shifting toward defensive sectors and quality names, preparing for Fed cuts and policy clarity in H2 2025 .
✅ Bull vs Bear at a Glance
✔️ Setup Signs (Bullish) ❌ Crisis Signals (Not Present)
Weakness in sentiment, not fundamentals No systemic credit or liquidity breakdown
Seasonal & technical recency: normal cooling No major economic shock (e.g. burst recession)
Earnings resilience in mega-cap and AI names No rapid spike in unemployment or recession
Valuation pullback offers strategic entry points No yield-curve inversion or banking stress
🔭 What to Watch Next
1. Support levels around S&P 6,313–6,360—deeper breaks there may signal trend shift .
2. Upcoming Fed communications & inflation readings—progress toward a September rate cut could bolster confidence .
3. Q3 earnings trends—especially in AI, consumer discretionary, and financials.
🧠 Final Takeaway
This is not a crisis—but a classic market cooldown. Elevated sentiment, seasonal liquidity thinness, and tariff unease have sparked short-term volatility. Yet structural underpinnings remain firm: earnings growth, resilient macro, and strategic rotational flows persist. For long-term investors, this dip may well be a setup—one that rewards discipline, selective entry, and a vigilant eye on evolving signals.
#TrendingTopic
#Tariffs
#Write2Earn!

During his time in office, Donald Trump’s economic strategy was bold, controversial, and fiercely protectionist. At the heart of this strategy was the imposition of tariffs—taxes on imported goods aimed at protecting American industries and jobs.

But what exactly were these tariffs? Why did Trump impose them? And how did they affect the U.S. and the world?

Let’s break it down.

📦 What Are Tariffs?

Tariffs are taxes placed by a government on goods imported from other countries. The idea is to make foreign goods more expensive, encouraging people to buy domestic products instead.

Trump used tariffs as a weapon in global trade negotiations, especially with China.

🇨🇳 1. The U.S.–China Trade War

In 2018, Trump launched a trade war with China — the world’s second-largest economy.

He accused China of:

Unfair trade practices

Intellectual property theft

Currency manipulation

Flooding U.S. markets with cheap goods

To counter this, Trump imposed hundreds of billions of dollars in tariffs on Chinese imports, including:

Electronics (phones, computers)

Steel and aluminum

Clothing and household items

Machinery and industrial equipment

China responded with its own tariffs on U.S. products like soybeans, cars, and whiskey — turning it into a full-blown economic conflict.

🏗️ 2. Protecting U.S. Industries

Trump’s goal was clear: revive American manufacturing and protect U.S. workers.

He also imposed tariffs on other countries, including:

Steel and aluminum from Canada, Mexico, and the EU

Solar panels and washing machines from Asia

European cars (threatened, not fully enforced)

These actions were part of his "America First" policy — prioritizing U.S. economic strength over global cooperation.

📉 3. The Impact of Trump’s Tariffs

The effects of these tariffs were mixed and widely debated:

✅ Positive:

Some American factories reopened

Tariffs pressured China to negotiate

Trump signed a “Phase One” trade deal in 2020, which included promises from China to buy more U.S. goods

❌ Negative:

Higher prices for American consumers and businesses

Retaliatory tariffs hurt U.S. farmers and exporters

Global supply chains were disrupted

Overall economic uncertainty during the trade war period

According to economists, the cost of tariffs often fell on American companies and buyers, not foreign nations.

📊 Summary of Trump’s Key Tariffs

Target Country Goods Affected Tariff Rate

China $370B worth of goods 10–25%
Global Steel & Aluminum 25% (steel), 10% (aluminum)
EU, Canada Automobiles (threatened) Up to 25%
Asia Solar panels, washing machines Up to

🧠 Final Thoughts: Smart Strategy or Economic Gamble?

Donald Trump’s tariffs changed the global trade landscape. Supporters say they rebalanced unfair trade, boosted U.S. leverage, and challenged China like no one had before.

Critics argue they hurt U.S. consumers, strained international relationships, and failed to deliver lasting economic wins.

Regardless of opinion, one thing is certain: Trump’s tarif
fs made trade wars a central part of modern politics — and their legacy continues to shape policy decisions today.
Follow for more crypto and market updates.
#TrumpTariffs
#Tariffs
#MarketPullback
#WhiteHouseDigitalAssetReport

What started as a quiet Fed update on August 1… turned into global chaos.

Here’s what happened — and why it matters 👇

📊 Everything Seemed Normal… at First

The U.S. economy showed strong growth: +3% GDP for Q2

The Fed kept interest rates unchanged

Jerome Powell stayed cautious, saying:
“Tariff-driven inflation is just getting started”

Markets were calm. Nothing surprising... until Trump took the mic. 🎤

⚡ Then It Blew Up: Trump’s Surprise Press Conference

Former President Donald Trump made an unplanned appearance and announced massive new trade policies:

🇧🇷 40% Tariff on Brazil
🔌 50% Tariff on all semi-finished copper imports
🇰🇷 $350B trade deal with South Korea
  • $100B in LNG exports
  • 15% tariffs on various sectors
🇮🇳 25% Tariff on India
🧱 Called BRICS a threat to the U.S. dollar
⚠️ Referred to Russia & India as “dead economies”
🐉 Hinted at a big trade deal with China soon
🌐 Market Reaction Was Immediate

BRICS countries may retaliate

Copper & LNG prices spiked

Currencies like INR, BRL, KRW saw sharp moves

Traders now view August 1 as Day 1 of a new trade war

Even crypto traders are watching closely. Volatility ahead.

📌 Why This Matters for You
This isn’t just politics — it impacts:

Global stocks

Emerging market currencies

Commodities like copper, LNG

Crypto sentiment (BTC, ETH often react to macro shocks)

🧠 Final Word: Stay Sharp
This was no ordinary Fed day.
This was a major shift in global trade policy — and markets are still processing it.

💥 Expect turbulence ahead across all markets.

#TRUMP #Tariffs #FedDay #CryptoMacro #BTC

$TRUMP
$BTC

On August 1, the U.S. stock market plunged, erasing more than $1 trillion in value in a single trading session. The cause? A new wave of tariffs from Washington that rattled Wall Street and reignited fears of broader economic trouble.

But the shocks didn’t stop there.

President Donald Trump abruptly fired Erica McInturff, the head of the Bureau of Labor Statistics, following a report that showed rising unemployment and downward revisions to previous job growth data — raising red flags about the health of the labor market.

Meanwhile, Federal Reserve Board member Adriana Kugler unexpectedly stepped down, sparking speculation her resignation was tied to worsening employment signals.

To make matters worse, Yale’s Budget Lab revealed these tariffs are the most aggressive in nearly 100 years — expected to cost the average American household around $2,400 this year. With job growth stalling and household expenses climbing, economists are sounding the alarm: U.S. families could be headed for rougher financial terrain.

💡 What’s Next? These aren’t isolated events — they may mark the early signs of a deeper economic shift. Will policymakers pivot, or are we entering a new storm?

$BTC $ETH $BNB
#MarketCrash #Tariffs #Write2Earn