2025-12-12 13:04:28

The Fed just sent some pretty blunt signals about where the inflation fire is really coming from in 2025. According to Paulson, trade tariffs are driving most of the high inflation we're seeing right now—not some mystery force nobody can control. This matters because it shifts the whole narrative around monetary policy and interest rates.

Why does this hit different for crypto investors? Simple: inflation trends directly influence how central banks set rates, which ripples through asset valuations. When tariffs push inflation higher, it changes expectations around when rate cuts might actually happen. That kind of uncertainty tends to shake risk-on assets, including Bitcoin and altcoins. The takeaway here isn't just economics textbook stuff—it's about reading what's really pressuring prices and positioning accordingly.

BTC-2.8%

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fren.eth

· 12-15 01:58

Tariffs can really turn the crypto world upside down --- So is it rate hikes or rate cuts? Whoever gets it right in this wave will win --- If tariffs go up, BTC might shake again --- Basically, the Federal Reserve is playing word games; we have to guess their true intentions --- Risk assets are about to suffer, brothers holding coins should be psychologically prepared --- Now it's all good; a single word from Powell could send the prices plunging again --- It looks like next year will depend on guessing policies; relying solely on technical analysis won't cut it --- Is there still hope for alt season? The policy trend seems a bit off --- Tariffs and inflation → Central bank measures → Crypto price fluctuations, the chain is too clear --- Rather than studying all this, better to see who will benefit from tariffs

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SatoshiHeir

· 12-14 14:35

It should be pointed out that Paulson's tariff argument clearly omits the fundamental variable of M2 money supply. Based on the following evidence—on-chain data indicating Bitcoin's safe-haven performance when tariff expectations rise—we can falsify the argument that "uncertainty shakes risk-on assets," as this is itself a false proposition. Undoubtedly, you have all been hijacked by the central bank's narrative. The real source of pressure is never tariffs, but the inflationary nature of the fiat currency system itself. Let's return to the fundamental thinking from Satoshi Nakamoto's white paper: no matter how monetary policy is adjusted, its benchmark is always the absolute scarcity of those 210,000 BTC. Let me say this—this is why Bitcoin exists. It is not about positioning, but the awakening of ultimate value consensus.

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Whale_Whisperer

· 12-14 08:01

Tariffs are driving up prices, and now interest rates are on hold again... What should I do with the coins in my hand?

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NewPumpamentals

· 12-12 13:32

The blame for tariffs, the Federal Reserve has finally dared to speak openly about it, they used to act mysterious before Alright, tariffs push up inflation, and central banks lowering interest rates is now a distant prospect. Can risk assets like BTC not panic? Basically, it's policy uncertainty. Those holding a lot of coins now need to think about what to do.

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RektRecovery

· 12-12 13:31

tbh paulson's just stating the obvious at this point... tariffs = inflation, inflation = fed hesitation, hesitation = btc dumps. i warned about this macro dependency months ago, classic vulnerability nobody wanted to see coming. predictable as always.

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EternalMiner