Dan Gambardello
Dan Gambardello|Apr 04, 2025 09:14
Trump just secured 6 trillion in commitments to America and what he is pulling off with these tariffs is insane on so many levels. I’m not a tariff expert but I will tell you why this is so big for crypto. It’s multi-layered—and it should be studied… U.S. Treasury 10-year just dropped below 4% (huge for crypto). Remember back at the start of Trump’s term when I said he wanted rates lower and the dollar weaker—just like he did in his first term? It was only a matter of how he’d push it. Well… now we know. Tariffs. Trump’s tariffs have triggered a flight to safety. Bonds. Bond prices surge → Yields drop. The irony is that when yields fall, there’s less reason to sit in “safe” bonds— And ultimately more reason to chase returns in risk assets like BTC and alts. This is why you see risk-on bulls get excited when 10 year yields begin falling. It also signals growing confidence in rate cuts and a Fed pivot away from QT. So, with yields falling, we could see Bitcoin and altcoins benefit as investors chase higher returns. The reason this is multi-layered and so strategic is because the tariffs have massive purpose in restoring a strong, more independent America. Remember, President Trump has already secured 6 trillion in commitments to America. This is all big for America, and as America becomes the crypto capital of the world, you could imagine how that’s big for crypto. But that’s for another post! Note: a flight to safety doesn’t always mean risk assets win in the short term, so be careful as this whole thing plays out.
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