The Beautiful Country swings the knife and then sheaths it again, Shein and Temu breathe a sigh of relief, should the market really be optimistic?

Just after calling for "increased tariffs to protect local industries," the Beautiful Country immediately turned around and slashed the parcel tax rate for Shein and Temu from 120% to 54%, cancelling the $200 fee outright and only keeping a fixed parcel fee of $100, along with a "90-day tariff truce." Is this not a case of "slapping then giving a candy"?

The market immediately responded positively, as the easing of Sino-American relations raises global risk asset sentiment, and cryptocurrencies are no exception. But let’s not forget, Trump verbally calls for a "restart of relations," only to hint next that "if talks fail, taxes will be reinstated." Does this tactic sound familiar?

For the blockchain circle, this kind of game means a weakening of risk aversion in the short term, a warming of liquidity expectations, and is beneficial for capital inflow, but don’t expect a one-time solution. The uncertainties that are meant to come will eventually arrive. Understanding the rhythm is key to staying undefeated.

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