The trade war is back. Trump has sent a letter to Mexico and the European Union, announcing that starting August 1, 2025, the U.S. will impose a 30% tariff on all products imported from those regions.
It’s not a total surprise — he had already announced tariff hikes on eight other countries. But this time, the tone is more direct, more aggressive… some are even calling it a TACO comeback (Tariff And Customs Offensive).
And yet…
📈 Despite all that, the markets keep soaring. What if markets are just done caring about threats?
Bitcoin at $122k, equities flying, altcoins showing signs of life… So are we:
deep in a bubble, totally disconnected from reality?
entering a new era where macro doesn’t matter anymore?
or just riding an insane wave of incoming liquidity?
Curious to hear your thoughts.
