Before the Tariff Bombs Drop, Let’s Make Some Moves
Macro uncertainty continues with tariff pause extended, but select alts are gearing up for future liftoff. We break down what’s happening and the trades we’re watching right now
Hey there, Hodlers!
Well well well… here we are one day before the official tariff pause deadline, and guess who’s already stirring the pot?
Yup, Trump’s been busy sending out tariff notification letters like party invites. 📨
Not only that, but he extended the tariff pause deadline now to August 1st.
Markets barely flinched though, probably because most of this tariff drama got priced in back on April 9th during “Liberation Day: Crash Edition.”
Now all we ask is: can we just cruise through this deadline, sprinkle in a few upbeat trade deal headlines, and slip those new tariffs on other countries under the radar like a tax write-off?
Meanwhile, Trump’s also signed off on the BBB (not a Better Business Bureau ad), a real bill that basically greenlights more money printing and, you guessed it, higher asset prices.
Translation: fuel for this bull run. 🐂
So... can we get on with it already?
But here’s the thing - crypto prices are still artificially held down by Macro Madness™.
From war headlines to bombings, tariffs to trade wars, and Powell refusing to cut interest rates like a stubborn barber… these macro factors have been holding us back.
All while the demand for Bitcoin and crypto is clearly there… and growing faster than Saylor’s treasury wallet.
Just look around: Wall Street is all-in, legislation is finally pro-Bitcoin, and the narrative couldn’t be clearer. 🟠
BTC goes first, alts follow.
That means:
BTC gets its moment in the sun soon
A few top-tier alts will outperform along the way
And near the end of this liquidity cycle, when the risk appetite is off the charts… that’s when the full-on altseason insanity begins. (And also when we should probably start eyeing the exit signs.)
But that’s still a while away.
For now?
Let’s ride the wave, flex on the haters, and keep one eye on macro news while scouting out the next altcoin MVPs.
Let the catch-up rally begin (already). ⌚

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This Week’s Trades & Trends: Narratives Heating Up 🔥
Before we dive into our trade positions, let’s zoom out for a second and check what the big-brained macro traders are seeing…

Yup, the vibes are bullish.
And hey, if your altcoin bags are hurting a bit, remember this fun little stat: a 20% drawdown needs a 25% bounce just to break even.

The hole only gets deeper the longer you ignore it.
So let’s focus on narratives with real legs.
Here’s what’s keeping us excited and laser-focused on our core positions… 👇

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