2026-01-17 04:22:03

U.S. Treasury Secretary Yellen's recent statements are worth noting — the Supreme Court is "highly unlikely" to overturn Trump's tariff policies.

What does this signal indicate?

First, tariff policies are likely to continue being implemented. Second, the cost pressures resulting from this will not subside in the short term. More importantly, the market has already begun to accept the existence of inflation and uncertainty.

From the perspective of the crypto market, under this macro background, investors are generally focused on the hedging properties of mainstream assets like Bitcoin. In an environment of rising costs and increased policy uncertainty, market risk appetite will adjust. The inflationary impact of tariffs will ultimately be reflected in asset pricing logic — which is why we see the market reacting in advance to this series of changes.

BTC-2,31%

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BlockchainTherapist

· 01-18 09:21

Tariffs really, in the short term, can't be avoided… Is Bitcoin's recent surge driven by inflation expectations, or purely by risk aversion sentiment? I'd like to hear everyone's understanding. Forget it, just hold your positions and wait to see. Anyway, I've already accepted the uncertainty. As for cost pressures, in the end, consumers will bear the brunt. How the crypto market reacts should give the answer. Tariffs + inflation, we really need to re-evaluate asset allocation logic. Is the market's early reaction a sign that tariffs are about to be implemented? The question is, what black swans haven't arrived yet? Bessent's words basically mean that the court hurdle is cleared; the market should have already digested this expectation. Once inflation expectations are locked in, the hedging properties of mainstream coins will be re-priced, and this cycle could be very interesting. Risk appetite adjustment—this phrase sounds uncomfortable… It's not the same as last year.

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TradFiRefugee

· 01-17 04:52

Tariffs, to put it simply, mean that inflation expectations are about to rise again. The crypto circle should wake up. Honestly, this wave of policies is basically a done deal. Don't expect any turnaround in the short term; the market has already accepted it. The logic of Bitcoin preserving value has now become a mainstream consensus, but how long it can hold depends on various factors. As inflation rises, assets are being re-priced. The market's sensitivity to this reaction is still sharp. Long-term cost pressures remain, and risk appetite can't help but adjust. It's time to hold tight to mainstream assets.

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MemeKingNFT

· 01-17 04:52

Long-term tariff lock and fixed inflation expectations—are we paving the way for BTC's store of value narrative with this wave... On-chain data hasn't provided a clear signal yet, but market sentiment has already sensed it.

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CodeAuditQueen

· 01-17 04:46

Tariffs are like reentrancy vulnerabilities in smart contracts — they seem to block a loophole, but in fact, the overall system's risk weight is being recalculated. Is it a change in market pricing logic? Basically, it's a re-optimization of gas fees.

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PhantomHunter

· 01-17 04:38

Oh no, tariffs are really going to be a long-term hardship... The logic of Bitcoin fighting inflation is being brought up again. Inflation expectations are locked in, no wonder everyone is eyeing mainstream assets and not letting go. If cost pressures keep dragging on like this, how difficult will the market be? The key is the uncertainty of policies; retail investors are the ones truly being exploited. Can Bitcoin really catch this wave of inflation expectations this time? It feels a bit uncertain.

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WinterWarmthCat

· 01-17 04:31

Tariffs are really something to pay attention to; otherwise, the market might not know how it will move later... --- Bitcoin as a store of value? Sounds good, but actually, when inflation hits, we have nowhere to hide. --- Inflation + uncertainty, this combo is really intense. Why does the market react in advance? Just waiting to be harvested. --- If cost pressures don't ease, how can the coin price go up? This logic is a bit hard to hold up. --- If courts can't overturn tariffs, then it's a done deal, and retail investors will still be the ones getting harvested. --- Risk appetite adjustment means everyone is pulling back now, but there are still quite a few people bottom-fishing. --- Tariff policies will continue to be enforced, and cost pressures will persist... It seems that ordinary people's lives will get even harder. --- Reacting in advance? Ha, someone was saying that last year, and they're still reacting in advance now.

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