Structural Changes in Market Driving Factors: The New Logic After the Tariff Retreat With the tariff policy returning to a normalized track, its influence as a short-term market disturbance factor has significantly diminished.
This change has fundamentally shifted the market pricing logic: at the macro level, fluctuations in inflation data and economic growth expectations have become the core variables driving asset price trends; at the micro level, narrative innovation and hot event catalysts in the cryptocurrency sector will directly determine the flow of funds and market activity.
In the current market landscape, the transmission effect of inflation data on monetary policy, the recovery process of the real economy, and technological breakthroughs or application implementations in the blockchain industry have all become key elements influencing market direction.
These driving factors are not hidden dark lines but are clear visible signs, testing investors' insights into macroeconomic cycles and industry development trends.