Every time this topic comes up, I have to pull out this chart and look at it again.
The recent direction of the Trump administration's tariff policies directly impacts the pricing logic of global risk assets. What does the easing of EU tariff threats mean? The geopolitical uncertainty is decreasing, which is usually a positive sign for risk assets like Ethereum—capital flows will shift from safe-haven assets back to growth assets.
When macro policy expectations improve, institutional investors will reconsider their crypto allocations. After all, signals of easing tariff negotiations are equivalent to a phased relief of global trade frictions, which will boost valuation expectations across risk assets. $ETH, as a benchmark for on-chain capital, is at the forefront.
The significance of this chart lies here—it reminds us that the crypto market is never isolated; macroeconomic cycles and policy changes are always the invisible drivers.
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gas_fee_therapist
· 7m ago
Coming back with this set again? Every time Trump drops a hint, the market has to react. The macro narrative is always the best excuse for a rebound.
Are you bullish on ETH or on traders' sentiment? It's really hard to say.
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OnchainHolmes
· 17h ago
Here comes the same macro narrative again. Every time policies loosen, they shout that ETH will take off. But what’s the result?
Retail investors are still the same group, and institutional allocations haven't shown much movement. Charts look good, but the real key is where the money is flowing.
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SybilSlayer
· 17h ago
Here we go again, how long can the macro narrative be driven?
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ChainMelonWatcher
· 18h ago
Here it comes again, always this macro narrative... But to be honest, whether to buy or not still depends a bit on this.
View OriginalReply0
MEVictim
· 18h ago
Trump's move is back again; every time, the position ratio needs to be recalculated.
#特朗普撤销欧盟关税威胁 $ETH
Every time this topic comes up, I have to pull out this chart and look at it again.
The recent direction of the Trump administration's tariff policies directly impacts the pricing logic of global risk assets. What does the easing of EU tariff threats mean? The geopolitical uncertainty is decreasing, which is usually a positive sign for risk assets like Ethereum—capital flows will shift from safe-haven assets back to growth assets.
When macro policy expectations improve, institutional investors will reconsider their crypto allocations. After all, signals of easing tariff negotiations are equivalent to a phased relief of global trade frictions, which will boost valuation expectations across risk assets. $ETH, as a benchmark for on-chain capital, is at the forefront.
The significance of this chart lies here—it reminds us that the crypto market is never isolated; macroeconomic cycles and policy changes are always the invisible drivers.