Phyrex|Jan 21, 2026 20:06
Summary of Greenland Tariff Transactions
The accuracy rate of market analysis brought about by the tariff is still very high. Of course, the only thing I didn't expect is that Trump would insist on TACO for three days if he refused to give the tariff to Greenland. I thought that Trump would not admit defeat until the Supreme Court gave the IEEPA's law or law, or when there was an extreme market.
It turned out that in three days, Trump agreed. The first thing to say is good. With Trump's agreement, the market is bound to recover. American stocks should be able to return to the level before Greenland. Bitcoin is not good at present, but it should not be difficult to return to the top of $90000.
But as I explained, the key is whether the Greenland tariffs will end or intensify. If they end, the market will rebound, if they intensify, the market will fall, and if there is no movement, the market will fluctuate. All three of these have occurred in three days.
The advantage lies in what Trump will say in the future“ ❓” It may be difficult for the market to directly judge the strict compliance of Trump Council, which is why TACO appears. After Trump came to power, almost all tough tariff issues ended with TACO, which may not be a good thing for Trump's support rate.
Looking back at this situation, it is very direct and simple. It is because Trump's tariff on Greenland has led to market panic. When Trump abandons the tariff on Greenland, the market will naturally rebound. This is also the macro and political impact on the risk market, and it is also a very rare high certainty transaction.
Because I don't plan to make contracts recently, I used spot trading to verify this viewpoint. I don't know what the end of this tariff war will be, so I didn't buy at a lower price. Instead, when I heard Kitty @ CatoKt4 share this information, I directly bought at a lower price. Kitty and I saw it early, but in less than ten minutes, BTC surged to $90000.
The following market continued to return to the route of Trump Tariff (IEEPA) and the monetary strategy of the Federal Reserve.
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