$BTC Trump's tariff threat is the latest move in the geopolitical economic game, aimed at curbing the influence of BRICS countries, but it may exacerbate global trade fragmentation. In the coming months, the market will face pressures from escalating trade wars, currency fluctuations, and supply chain adjustments. Smaller countries may seek to balance between the U.S. and China, while China and Russia may accelerate their 'de-dollarization' strategies. Investors are advised to pay attention to the negotiation progress on August 1, BRICS countermeasures, and the Federal Reserve's movements, while adjusting their portfolios to cope with uncertainty (such as increasing allocations to safe-haven assets or diversifying into supply chain-related stocks). Increasing holdings in Bitcoin is not a bad idea.