According to The Kobeissi Letter on Twitter, US Q2 GDP growth estimates have surged to 2.8% as recent trade deals are finalized and tariff implementations are postponed. This is a significant revision from the 0.4% forecast on May 1st, as reported by Kalshi. The Atlanta Fed's GDPNow model also supports a strong real GDP outlook. For crypto traders, this robust economic data may signal increased risk appetite, potentially boosting Bitcoin and Ethereum demand as macroeconomic uncertainty diminishes. These developments could drive short-term volatility and create new entry points in major digital assets (source: @KobeissiLetter, @Kalshi).

According to The Kobeissi Letter, on April 9th it became clear that the bond market is President Trump’s top near-term economic priority. Despite stating for weeks that there would be no delay in tariffs, a sharp decline in the bond market was followed by a 90-day pause in tariff implementation within 12 hours (source: The Kobeissi Letter, May 21, 2025). For crypto traders, this rapid policy shift highlights the strong relationship between US macroeconomic policy decisions and digital asset volatility. Market participants should closely monitor US bond market reactions as they can directly influence global risk sentiment and liquidity, impacting Bitcoin and altcoin price action.

According to The Kobeissi Letter, President Trump's economic priorities shifted quickly following a significant movement in the bond market. Despite previous assertions that no tariff delays would occur, the administration implemented a 90-day pause on tariffs just 12 hours after the bond market showed signs of distress, which coincided with a $12 trillion stock market valuation erosion.

According to @KobeissiLetter, President Trump prioritized economic stability over tariffs by reversing his stance on tariff delays after the bond market showed signs of distress. This policy shift occurred just 12 hours after the bond market broke, indicating the administration's sensitivity to financial market signals. Traders are advised to closely monitor bond market movements for potential policy changes.