Recently, the market has been buzzing about one thing: a certain country's leader suddenly announced the removal of agricultural product tariffs. At first glance, this seems unrelated to the crypto world, but upon closer examination, the transmission path is quite clear.

When the cost of agricultural products drops, inflation data is likely to follow suit. It's important to note that the Federal Reserve is currently watching CPI more closely than anyone else. If inflation indeed cools down, the expectation for rate hikes will loosen, and the US dollar index may not hold up. This is where it gets interesting—the traditional logic suggests that a weaker dollar should benefit safe-haven assets like Bitcoin, but the actual situation might be more complex.

Improved economic data will bring two effects: on one hand, Bitcoin's safe-haven halo may fade in the short term (after all, panic sentiment is retreating); on the other hand, market risk appetite will increase, and funds may prefer to pour into high-beta assets like Ethereum and various altcoins. In plain terms, we might see Bitcoin sideways trading while altcoins dance wildly.

Of course, this is just a logical deduction; the crypto market has never played by conventional rules. At this point, keeping an eye on the volatility of major coins and maintaining flexible positions is more important than anything else. After all, once policy news breaks, the market often experiences an initial emotional outburst, and rational pricing only becomes clear after the dust settles.