Let's talk about the recent market judgment.

Recently, the Americans passed the big beautiful plan, which aims to reduce taxes and cut fiscal spending.

Tax reduction means real money for the Americans, with the tax rate dropping from 35% to 21%, which is quite significant.

However, I think only a small amount of money will flow into the crypto space from this tax cut, and it is not considered a positive for the crypto market.

Now let's talk about the spending cuts. The previous DOGE department has been saying it would reduce fiscal spending, and after three months, they cut 15 trillion.

I thought about it; if the old man wants to cut financial spending, where will that money come from?????

If you want to think about it, there is only one way.

Do you remember what the old man said when he first took office? - Bring high-end manufacturing back to America.

However, recent bills have not mentioned this point; they only talk about tax reductions and support cuts.

Therefore, I think the old man's next plan is to focus on high-end manufacturing.

Currently, high-end manufacturing is primarily in Japan, South Korea, China, and European countries.

After the big beautiful plan passed, I believe the old man will continue negotiating on tariffs.

Japan, South Korea, and Europe really have nothing much to discuss; they are all just sycophants.

It seems that the only option left is to negotiate tariffs with the domestic market and see how they compromise to bring high-end manufacturing back to America.

Thus, if the tariff war continues, I feel the market will experience frequent fluctuations, and the situation will be unstable, making it difficult to have a long-term market trend, especially for an upward market.

Therefore, moving forward, I will personally maintain a bearish stance!