U.S. tariff revenue recently surpassed the $600 billion mark. Behind this figure reflects not only adjustments in trade policies but also a deep reallocation of global capital flows.

When such a large pool of funds is redistributed, it will inevitably trigger chain reactions in national currency systems and asset prices. The volatility of traditional financial markets has also increased, prompting many investors to seek more stable asset safe havens.

From this perspective, the hedging properties of cryptocurrencies like Bitcoin are being reevaluated by the market. Under macroeconomic pressures, more capital may flow into assets that are less affected by any single economy. This logic is not unfounded—historically, several major macro shocks have caused significant fluctuations in the crypto market.

It is important to note that sectors related to global payments and cross-border settlements may be the first to respond to market expectations. Meanwhile, popular sectors like Meme coins often lead the way when market sentiment heats up. Although these assets carry higher risks, they often serve as barometers of market sentiment during sector rotations.

Overall, external macro changes are rewriting the rules of the game. Whether opportunities or risks, it is essential to closely monitor market trends and adjust strategies accordingly.