Recent trade data reveals an interesting phenomenon. Research institutions analyzed approximately $4 trillion in international shipping records from January 2024 to November 2025 and found that when the US imposes tariffs, foreign suppliers only absorb about 4% of the cost through price reductions. Where does the remaining 96% pressure go? It primarily falls on US importers and end consumers. This data is crucial — it reflects the true operational logic of the global trade pattern. For those closely monitoring macroeconomic cycles, this cost transfer model raises questions about how it will impact inflation expectations, consumer purchasing power, and subsequently influence capital markets and crypto asset trends. Economic pressure under trade frictions often leads to reallocation of major asset classes.