According to @KobeissiLetter, President Trump announced that high income people will not receive tariff dividends, but @KobeissiLetter argues these households could capture the largest dividend via inflation-fueled asset gains, source: @KobeissiLetter on X, Nov 9, 2025. @KobeissiLetter states that stimulus-style transfers function as involuntary taxation through inflation, historically boosting nominal prices of stocks, real estate, crypto, and gold, source: @KobeissiLetter on X, Nov 9, 2025. @KobeissiLetter concludes that asset owners stand to benefit most, implying portfolios with BTC, ETH, gold, and equities may see nominal outperformance if inflation reaccelerates alongside tariff dividends, source: @KobeissiLetter on X, Nov 9, 2025. For traders, @KobeissiLetter frames this as an inflation trade favoring hard assets and crypto exposure over cash-heavy positioning, with emphasis on nominal gains rather than real returns, source: @KobeissiLetter on X, Nov 9, 2025.

According to the source, BTC rallied past 120,000 USD while BNB moved above 1,100 USD, with the post also noting increased investor interest in BNB Chain protocols (source: X post dated Oct 3, 2025). The source further highlighted the ongoing U.S. government shutdown and asked whether ‘tariff dividends’ could fuel an altseason, framing a potential shift in market focus toward large-cap and BNB Chain-linked assets (source: X post dated Oct 3, 2025).