Market Update & Crypto Outlook
Tariffs & Economic Impact
Trump is leveraging tariffs as a negotiation tactic to pressure adversaries into deals. While Europe is reluctant to concede outright, they have little choice. These tariffs are shaking the markets, and we all know how sensitive elites are about their portfolios. By hitting them where it hurts—their wallets—Trump is forcing them to the table.
In my opinion, this strategy will work. Over time, Europe, Ukraine, and even China will likely agree to compromises. As these agreements unfold, market uncertainty (FUD) will ease, restoring investor confidence.
Inflation & Market Sentiment
Markets are pricing in expected quantitative tightening, meaning no interest rate cuts for at least two years. However, I don’t believe tariffs will fuel inflation as much as feared. Reduced government spending and a stronger USD could offset price increases, maintaining purchasing power without printing money.
Until markets realize this, we’ll see uncertainty, but inflation numbers may not be as catastrophic as expected, helping stabilize sentiment.
Crypto & Market Cycle
The bull market isn’t over, but Bitcoin finally experienced real consolidation—without heavy ETF purchases propping it up. The ETF FOMO is over, and that’s actually a good thing. Now, Bitcoin can continue its rally naturally, setting up for its final, most parabolic leg.
Altcoins & The Spark for Altseason
As I mentioned before, a strong dollar combined with the upcoming $5,000 stimulus checks will ignite true altseason. This influx of cash will likely fuel a major altcoin rally later this year, after the new administration distributes the payments.
Conclusion
Yes, it’s been painful—altcoins are bleeding, portfolios are down, and sentiment is low. But capitulation marks the bottom.
Expect a bumpy March, but April and especially May* could be parabolic, making today’s struggles a distant memory. 🚀
(Everything is on the chart, check the arrows)
Tariffs & Economic Impact
Trump is leveraging tariffs as a negotiation tactic to pressure adversaries into deals. While Europe is reluctant to concede outright, they have little choice. These tariffs are shaking the markets, and we all know how sensitive elites are about their portfolios. By hitting them where it hurts—their wallets—Trump is forcing them to the table.
In my opinion, this strategy will work. Over time, Europe, Ukraine, and even China will likely agree to compromises. As these agreements unfold, market uncertainty (FUD) will ease, restoring investor confidence.
Inflation & Market Sentiment
Markets are pricing in expected quantitative tightening, meaning no interest rate cuts for at least two years. However, I don’t believe tariffs will fuel inflation as much as feared. Reduced government spending and a stronger USD could offset price increases, maintaining purchasing power without printing money.
Until markets realize this, we’ll see uncertainty, but inflation numbers may not be as catastrophic as expected, helping stabilize sentiment.
Crypto & Market Cycle
The bull market isn’t over, but Bitcoin finally experienced real consolidation—without heavy ETF purchases propping it up. The ETF FOMO is over, and that’s actually a good thing. Now, Bitcoin can continue its rally naturally, setting up for its final, most parabolic leg.
Altcoins & The Spark for Altseason
As I mentioned before, a strong dollar combined with the upcoming $5,000 stimulus checks will ignite true altseason. This influx of cash will likely fuel a major altcoin rally later this year, after the new administration distributes the payments.
Conclusion
Yes, it’s been painful—altcoins are bleeding, portfolios are down, and sentiment is low. But capitulation marks the bottom.
Expect a bumpy March, but April and especially May* could be parabolic, making today’s struggles a distant memory. 🚀
(Everything is on the chart, check the arrows)
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.