President Trump stated that the U.S. is unlikely to continue pausing tariffs, demonstrating a tougher trade stance. Following the recent exceptions for technology imports, which temporarily calmed the markets, this could return macro volatility.
In my opinion, stricter tariffs could indeed provoke an increase in volatility in traditional markets: stocks, bonds, and currencies. However, the crypto market today is significantly more resilient to macro shocks than in previous cycles.
Decoupling is not yet complete, but Bitcoin and major altcoins are showing signs of developing their own drivers: increasing institutional participation, the development of L2 ecosystems, and the prospects of launching spot ETFs.
Therefore, I believe that in the short term, volatility in global markets may slightly affect crypto due to risk sentiment, but in the medium term, the crypto ecosystem is increasingly moving on its own trajectory. This is a time for strategic thinking, not panic.
