Only Trump and his tariffs know the full story. But after digging deep into cycles, patterns, and macro conditions — the signs are shifting.

Here’s what’s happening now, why we bounced, and what’s likely next.

Tariffs Paused, Sentiment Shifted

Trump hit pause — 90 days with a reduced 10% reciprocal tariff for all countries except China.

What’s wild? He made this move right after calling it a “great time to buy.” Market manipulation? Maybe. But now it’s obvious — Trump still has that impact.

And that pause? It changed the mood instantly.

Why That 90-Day Window Matters

This pause doesn’t just mean short-term relief. It could be a turning point.

If inflation continues falling — and Trump claims credit for that — he might not even reinstate the tariffs. There’s a window now for rate cuts without renewed trade tension.

Markets are pricing that in.

Is the China Deal Already Priced?

Here’s the tricky part — nobody knows if Trump will escalate again. And markets hate uncertainty.

But this bounce? It felt overdue. We were overextended to the downside, and all it took was one policy shift to reverse sentiment. Classic Trump-era vibes, echoing 2018.

Still, this rally is being driven partly by short-covering, not fresh conviction. That’s a red flag.

CPI Surprise = Cut Incoming

The latest inflation data came in lower than expected — CPI at 2.4%. That makes a rate cut in May highly likely, maybe even followed by 2–3 more cuts later in the year.

That’s music to crypto’s ears — especially long-term.

ETH in Focus, But Caution Still Rules

For those watching closely, this dip was a gift — especially for Ethereum holders.

Remember 2018? ETH snapped back hard after its lows. That playbook might repeat. But it’s not a full-on bull run yet.

Volatility’s still high. Caution still matters. The best opportunities come to those who are ready — not reckless.