Will the U.S. face inflation, economic recession, and a major collapse in the cryptocurrency market due to tariffs?

Answer: No.

1. The U.S. is the world's largest agricultural country and one of the largest agricultural product exporters.

The increase in agricultural costs is due to the Biden administration's misguided policies, which have significantly raised the U.S. inflation rate. The Trump administration immediately withdrew from the Paris Climate Agreement and announced the repeal of the Biden administration's policies imposed on agricultural production. The non-land costs for U.S. farmers conservatively decreased by 30%.

2. The Trump administration completely eliminated the Biden administration's strict tariffs on domestic energy extraction and fully opened up issues related to the extraction and transportation of shale oil, which in itself will lower domestic energy prices in the U.S., further reducing farmers' transportation costs, and thus lowering agricultural product prices and inflation rates. With the decrease in food and energy prices as a foundation, the Trump administration has actually implemented a long-term strategy against tariffs, and it doesn't really matter how long it lasts.

3. Previously, the annual per capita clothing purchase in the U.S. was 50 pieces; many people would buy clothes, wear them once, and then throw them away, treating them as disposable clothing. Now, the cheap clothing imported from China is about to rise in price, halving the annual average to 25 pieces; this still represents top purchasing power globally.

4. Currently, the sales of luxury cars in the U.S. have slowed down, but the used car market is extremely thriving. The average lifespan of a car in the U.S. is only 6 years—should we drive for another 2 years?

5. Did yesterday's car tariffs turn the U.S. against its allies?

This tariff policy has disrupted the current global automotive industry, severely harming U.S. allies; however, 70% of Japanese cars sold in the U.S. are already produced in the U.S., and 60% of German cars are also produced in the U.S. While allies are dissatisfied, it won't lead to a complete fallout.

6. The capital market's excessive concern over tariff issues is already deeply reflected in the low prices of U.S. stocks and cryptocurrencies. The media is overly moralizing, and Trump is too lazy to respond. We should not overlook the current backdrop of de-globalization; he can only enforce hard reforms, and he is not stupid—this month he has already called for interest rate cuts three times!

Let's cut interest rates, gentlemen!

#美国加征关税 #加密市场盘整 #加密市场趋势 $BTC $ETH $BNB

March 28, 2025, "Crypto 24" Issue 28