Here's what's being overlooked: the real economic fallout from recent policy shifts on trade and immigration is way steeper than most mainstream economists are pricing in. The confusion alone—let alone the actual implementation—has created substantial drag on market dynamics. When policy uncertainty this thick takes hold, capital markets get jittery. Risk assets, including crypto, tend to feel the pressure first. Seasoned investors know that macro disruption like this doesn't just disappear; it compounds. The delayed recognition by traditional economists might explain why there's a disconnect between headline optimism and underlying market volatility.