Boasting doesn't incur taxes, but tariffs must be paid in full—Trump's 'daily collection of 2 billion' tariff pie has been slapped down by Customs data, exposing not just the politician's mathematical black hole but also the undercurrents in the global supply chain.
In-depth interpretation:
Trump has been repeatedly chanting in speeches about 'collecting 2 billion in tariffs every day', as if the U.S. Customs is a money printing machine. The result was that the Treasury and Customs data teamed up to debunk this: the actual daily income is less than 300 million, which is even less than the small change he boasted about. The most absurd part is that during the 10-hour collapse of the Customs system, they could still insist that 'income flow is stable'—this logic is quite similar to some project parties in the crypto circle claiming 'exchange outages do not affect market value'.
Crypto circle perspective:
Tariff cost transfer chain: Just like the price increase of mining machines squeezes miner profits, U.S. importers now have to pass on the tariff costs to consumers. For example, the iPhone you buy might increase by 500 dollars, but the shrinking profits of enterprises will ultimately be reflected in U.S. stock reports, and the fluctuations in U.S. stocks will in turn affect the flow of funds in the crypto circle.
Safe-haven funds secret battle: When tariffs trigger market panic, you will see the market value curves of gold and USDT start to rise in sync—this is reminiscent of the frenzy of funds pouring into stablecoins during the LUNA collapse in 2022.
New battleground for regulatory arbitrage: Some exchanges might play with the 'tariff exemption' loophole, just like Southeast Asian countries previously used a 50% tariff difference for transshipment trade. Cross-chain bridging and privacy trading in the crypto circle may welcome new demands.
Next time Trump shouts 'tariffs lead to wealth', it is suggested to take a look at the '250 million' in the Customs data and the '25,000 dollars' of Bitcoin—when the difference between reality and lies exceeds a thousand times, it may be a signal for market reversal. Do you think this wave of tariff drama will become the fuse for the next bull-bear transition in the crypto world?
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