The White House just dropped another tariff bomb – claiming the U.S. is raking in hundreds of billions from foreign trade levies. But here's the kicker: they're saying the real financial windfall hasn't even been fully calculated yet. Why? Because many importers are still scrambling, absorbing costs before passing them downstream.

This matters for crypto folks. Tariff-driven inflation could push the Fed into a tough spot – keep rates high and risk recession, or ease up and let inflation run hot. Either scenario shakes up risk assets. We've seen BTC correlate with macro liquidity cycles lately, so watching Treasury yields and dollar strength becomes critical.

The unaccounted "full benefit" line is interesting too. Are we pricing in supply chain chaos? Currency wars? If global trade tensions escalate, capital could flow into decentralized assets as a hedge. Keep your eyes on DXY and bond markets – they're the real alpha signals right now.