YOUR ALT BAGS ARE ABOUT TO PUMP
If you’ve been staring at charts all day wondering why the mood feels different, look away from the red candles on your shitcoins for a second and look at the macro news.
The headline just dropped: The Trump-era tariffs have officially been cancelled today.
While the normies are busy arguing about politics on Twitter, we need to talk about the elephant in the room: The Liquidity Tsunami heading directly toward crypto.
This isn’t about politics; it’s about math. And the math says "Altseason" just got the green light.
Here is the breakdown of the money move:
1. The $150 Billion Rebate (The Fuel)
The government spent years collecting massive tariffs from companies. Now that they are rolling them back, they don’t get to keep that cash. They have to refund it.
That is billions of dollars about to land in the bank accounts of corporations. That money doesn't sit still—it moves, it invests, and it searches for yield.
2. The "Oops" Injection (The Spark)
Here is the kicker: The government doesn't actually have this cash just sitting in a vault under the White House. They have to find it.
How do they find it? They borrow, or they turn on the printers. In practice, this forces the Fed to inject liquidity into the system to smooth out the chaos. We saw this playbook in 2008, we saw it in 2020, and we are seeing the prequel to it right now.
3. The Risk-On Cascade (The Fire)
When the dollar weakens and liquidity flows, it follows a specific path:
· Step 1: Bitcoin
$BTC sucks up the initial flood. (BTC dominance pumps briefly).
· Step 2: Bitcoin stabilizes, and profits rotate.
· Step 3: ALTS EAT. This is the part we’ve been waiting 1,000 days for.
So, What Happens Next?
If you’ve been following me, you know I called this exact liquidity shock as a possibility a month ago when the rollback was just a rumor. The "Printing Press" isn't a meme; it’s a monetary policy reaction.
The Fed is going to fight inflation with one hand and inject liquidity with the other. They are stuck. But for us? This is the window.
While the IEEPA-based tariffs were canceled, existing Section 232 tariffs on steel, aluminum, autos, and other national security-linked imports remain in place.
The floor is open:
· Do you think the Fed can actually fight this, or is the printer officially melting?
· More importantly... what Alts are you watching right now?
Drop your hottest takes and your biggest bags in the comments. Let’s find the 50x together. 👇
#AltSeasonComing #TARIFF #tarifscanceled