2026-01-06 01:23:30

In the past couple of days, U.S. policy has stirred up again. Once the $600 billion tariff plan is announced, global markets will have to follow suit. If this money is truly collected, it would be enough to cover U.S. military expenses for more than half a year, and trade partners will inevitably need to readjust their strategies.

What’s even more painful is that the Federal Reserve is now caught in the middle. On one side, there is increasing pressure for policy intervention; on the other, internal disagreements over interest rate decisions are growing, and economic data remains contradictory. Expectations for rate cuts still exist, but every step is taken with caution.

Some institutional analysts believe that by 2026, the employment market may reach a turning point, and the Fed might be forced to accelerate rate cuts by more than 100 basis points. But here’s an awkward question: Is the AI wave truly driving economic growth, or is it going to impact employment? Are traditional policy tools still sufficient?

In simple terms, tariff policies are directly monetized, and Federal Reserve decisions are becoming increasingly politicized. Global trade rules are being redefined. This chain of uncertainties presents both risks and opportunities for the crypto market, which is accustomed to seeking safe havens. How assets like $ESIM $QTUM $SUI and others will perform depends on the pace of policy implementation.

QTUM13,29%

SUI1,72%

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LayerZeroEnjoyer

· 01-09 01:16

Wow, this game was played really brilliantly. The Federal Reserve has been put on the spot.

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blocksnark

· 01-09 00:16

The Fed being caught in the middle is really incredible. They can't cut rates too quickly, and now they're just waiting for AI to come to the rescue.

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DaoResearcher

· 01-06 08:12

According to the Federal Reserve's governance framework, this policy divergence essentially reflects an incentive incompatibility problem—the equilibrium of political pressure versus independence involves multiple solutions, a typical principal-agent dilemma. The idea that tariff policies directly monetize cash flows is interesting, but it depends on on-chain data and the transmission mechanism of macro shocks; otherwise, it risks falling into a spurious correlation trap. It is worth noting whether the safe-haven attribute of the crypto market is actually strengthened or weakened in highly uncertain environments. This depends on the formation mechanism of market participants' expectations regarding policy implementation pace and cannot be simply linearly inferred. With a scale of six trillion dollars, an employment turning point, and AI shocks—these coupled variables indeed challenge traditional policy tools, but I am more concerned about the actual effectiveness of decentralized governance in hedging such macro risks. I have long said that the Federal Reserve is politicized, and it has finally been confirmed, but the crypto community's understanding of this still remains at the slogan stage.

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ChainSauceMaster

· 01-06 01:41

The middle section where the Federal Reserve is caught in the middle is really amazing, neither side is human. --- Once the $600 billion tariffs are imposed, they say it will cover military expenses. Why does it feel like this is always the same rhetoric? --- The official stance on whether AI will crush jobs is not well thought out. Let's not even think about it, haha. --- Politicized Federal Reserve... Wow, so even interest rate cuts are faction-driven. --- With so much uncertainty, the crypto market has to eat the波红利. --- Tariffs, interest rate cuts, AI unemployment—three bombs stacked together, no one can handle it. --- Waiting to see policies implemented. It's too early to say anything now. --- 100 basis points—that's intense. If it really happens, crypto prices will skyrocket. --- Redefining trade rules, in plain terms, the US wants to change the game rules. --- Is this wave of uncertainty actually good for crypto? I feel like we have to take a beating first before anything else.

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DeFiCaffeinator

· 01-06 01:40

When the 600 billion tariffs are imposed, our group of crypto enthusiasts will once again have to look at the Federal Reserve's face. Truly incredible.

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QuietlyStaking