According to Mihir (@RhythmicAnalyst), the White House often manages tariffs by first announcing high tariffs on social media, which triggers a sharp downturn in traditional and crypto markets due to investor uncertainty and risk-off sentiment (source: @RhythmicAnalyst, June 10, 2025). Subsequently, planned negotiation meetings and publicized progress reports tend to restore investor confidence and reverse market losses, resulting in a market recovery or 'pump.' For crypto traders, these predictable news cycles create volatility spikes and trading opportunities, particularly in Bitcoin and altcoins that are sensitive to macroeconomic policy shifts.

According to The Kobeissi Letter, on April 9th, it was revealed that the bond market has become Trump's immediate economic focus. Despite weeks of assurances that there would be no tariff delay, a sudden break in the bond market led to a 90-day tariff pause within just 12 hours (source: The Kobeissi Letter, May 21, 2025). This rapid policy shift highlights heightened sensitivity to macroeconomic pressures, suggesting increased volatility across traditional and crypto markets. Traders should monitor US bond market developments closely, as policy pivots like this can trigger risk-on or risk-off reactions in Bitcoin, Ethereum, and major altcoins.

According to Omkar Godbole, the narrative of US exceptionalism, driven by extensive Biden administration spending, is diminishing. This shift is impacting the performance of Dogecoin (#DOGE) in the cryptocurrency market, highlighting changes in investor sentiment and market dynamics. Such shifts are crucial for traders monitoring the influence of macroeconomic policies on cryptocurrency performance.