According to @w_thejazz, the USA’s trade war on India has failed; the post provides no supporting data or policy details. source: WallStreetBulls on X Traders looking to validate or refute the claim should review the latest bilateral goods trade balance and import-export totals between the US and India. source: U.S. Census Bureau Check current and recent US tariff actions, exemptions, and revocations applicable to Indian goods to assess any policy shifts. source: Office of the United States Trade Representative Monitor India’s monthly trade releases and the daily USD/INR reference rate for signs of trade-flow strength or currency pressure. source: Ministry of Commerce and Industry India; Reserve Bank of India Gauge risk sentiment via NIFTY 50 and Sensex moves during India market hours alongside USD/INR dynamics to see if equities align with the narrative. source: NSE India; BSE India; Reserve Bank of India For crypto exposure, track BTC and ETH spot, futures, and funding during any USD/INR or India equity volatility that the verified data may coincide with. source: CME CF Bitcoin and Ether indices; CME Group; Deribit

According to @santimentfeed, 2025 crypto price swings have been dominated by macro topics such as interest rate cuts, tariffs, and jobs reports, underscoring a strong link between economic data and market volatility. Source: Santiment tweet on Sep 12, 2025 - https://twitter.com/santimentfeed/status/1966297769255096491 Santiment’s latest insight presents an easy method to quantify social chatter around these macro themes so traders can time risk exposure and improve profitability using sentiment and discussion-volume signals. Source: Santiment insight - https://app.santiment.net/insights/read/key-macro-topics-that-will-continue-impacting-crypto-for-the-foreseeable-future-8900?utm_source=twitter&utm_medium=post&utm_campaign=twitter_key_macro_events_insight_b_091125/&fpr=twitter Traders can monitor spikes in conversation around rate cuts, tariffs, and job reports as a leading indicator for crypto volatility to refine entries, exits, and position sizing. Source: Santiment insight - https://app.santiment.net/insights/read/key-macro-topics-that-will-continue-impacting-crypto-for-the-foreseeable-future-8900?utm_source=twitter&utm_medium=post&utm_campaign=twitter_key_macro_events_insight_b_091125/&fpr=twitter

According to @EricBalchunas, Bessent pushed back on sell-side tariff critiques by saying he made a good career trading against Goldman Sachs and noted U.S. stocks are up about 30% since April despite experts advising to sell, source: Eric Balchunas on X, Sep 7, 2025. For crypto traders, a strong equity risk-on backdrop is relevant because Bitcoin and U.S. equities have shown materially higher correlation since 2020–2021 versus pre-2020, reducing diversification benefits, source: IMF blog by Tobias Adrian, Tara Iyer, and Mahvash Qureshi, Jan 11, 2022.

According to @godbole17, BTC appears to have bottomed via an inverse head-and-shoulders pattern while weak payrolls have raised expectations for a 50 bps Federal Reserve rate cut in 11 days, a setup that traders are monitoring for near-term direction (source: @godbole17 on X, Sep 5, 2025). The author questions whether asset prices can keep rallying into an impending rate cut given ongoing fiscal stimulus and tariff-driven pressure on corporate profit margins, flagging the sustainability risk for risk assets including Bitcoin (source: @godbole17 on X, Sep 5, 2025). The trading focus highlighted is the confirmation of the reported inverse H&S and the policy catalyst window into the Fed decision, with the author doubting how a rate cut would resolve tariff-related margin compression or boost hiring in the short run (source: @godbole17 on X, Sep 5, 2025).

According to @stocktalkweekly, President Trump said an appeals court ruled against the administration on tariffs, that they will go to the Supreme Court tomorrow, and that the stock market needs and wants tariffs (source: @stocktalkweekly). The statement was posted on September 2, 2025, establishing a next-day legal escalation timeline traders can note for policy-related headlines (source: @stocktalkweekly). No cryptocurrencies were mentioned in the source (source: @stocktalkweekly).

According to @StockMKTNewz, The Wall Street Journal reported Caterpillar now expects the net impact from tariffs to be 1.5B to 1.8B dollars for the current year, up from a prior 1.3B to 1.5B dollars, indicating a greater hit to finances (source: @StockMKTNewz citing The Wall Street Journal). According to @StockMKTNewz citing The Wall Street Journal, the midpoint rises to 1.65B dollars from 1.40B dollars, a roughly 250M dollar (about 18 percent) increase based on the figures reported. According to @StockMKTNewz citing The Wall Street Journal, this update was reported on August 28, 2025 and specifically addresses Caterpillar’s tariff cost outlook; the report does not reference cryptocurrencies. According to Kaiko, BTC’s correlation with U.S. equities has shown periods of decline in 2023–2024, suggesting limited direct spillover from single-stock industrial headlines to crypto in those periods (source: Kaiko).

According to @KobeissiLetter, Nvidia NVDA reported zero H20 chip sales to China-based customers in Q2 FY2025, signaling a halt in China-related H20 shipments last quarter, source: @KobeissiLetter. The source highlighted tariffs and export restrictions as key drivers of the stoppage, source: @KobeissiLetter. Equity and crypto traders can monitor NVDA price action, guidance on China exposure, and AI hardware supply headlines for potential sentiment shifts following this report, source: @KobeissiLetter.

According to @KobeissiLetter, gold and Bitcoin (BTC) are rallying as sustained tariffs, elevated fiscal deficits, and rising rate-cut expectations align to create a bullish macro setup for hard assets (source: @KobeissiLetter). According to @KobeissiLetter, this combination represents the best fundamental backdrop for both gold and Bitcoin in over 12 months, supporting continued upside momentum in these markets (source: @KobeissiLetter).

According to @KobeissiLetter, Financial Times reported a development related to export control rollbacks that will come as a major surprise to investors; @KobeissiLetter notes that previous export control rollbacks were announced without incremental tariffs and warns that chip stocks may react negatively in the next trading session. Source: The Kobeissi Letter on X, Aug 10, 2025.

According to The Kobeissi Letter, Apple (AAPL) has announced it expects to incur $1.1 billion in additional expenses this year as a result of President Trump's tariffs. This significant increase in operating costs could influence AAPL's stock price and lead to broader market volatility. Historically, major tech stock disruptions have affected investor sentiment in both the stock and cryptocurrency markets, prompting traders to monitor correlations between large-cap stocks and digital assets for potential risk-off moves or capital rotations. Source: The Kobeissi Letter

According to @KobeissiLetter, the firm issued a trade alert for subscribers to take more long positions at the 6260 market level. Following a subsequent announcement of 30% tariffs, which typically introduces market uncertainty, @KobeissiLetter predicted the market would close in the green. The firm later confirmed that these long positions became significantly profitable. This successful navigation of macroeconomic news demonstrates a market dynamic where negative headlines can be absorbed, a sentiment that can influence risk-appetite across all asset classes, including volatile markets like cryptocurrency.

According to @Ultra_Calls, fund manager Jeff Dyment of Saphira Group argues that fears of fading institutional demand for Bitcoin (BTC) are misplaced, viewing recent cooling as a natural part of a 'cyclical wave' of adoption. Dyment highlights a 375% year-over-year increase in corporate BTC buying and notes that public companies now hold approximately 4% of the total BTC supply. Furthermore, he points out that U.S. spot ETFs have acquired roughly 6% of the total supply in just 18 months. This bullish institutional sentiment is echoed in the options market, where QCP Capital notes that whales are actively buying September $130K BTC calls. Despite market volatility and new tariff threats from the U.S., which saw the S&P 500 fall, crypto markets have remained largely unfazed, according to a Coinbase research report. In recent trading, BTC fell to the $106,700 level but found strong on-chain support, while crypto-related stocks like Coinbase (COIN) and Circle (CRCL) experienced significant losses of 6% and 16% respectively.

According to Taras Kulyk, CEO of Synteq Digital, proposed U.S. tariffs on ASIC imports may increase mining costs by 10-50%, potentially slowing U.S. hashrate growth and eroding its global dominance. Jeff LaBerge of Bitdeer stated that miners are adapting through secondary markets and U.S.-based production, but competition from AI data centers could divert resources and reduce expansion opportunities. Lauren Lin of Luxor Technology noted ongoing uncertainty in tariff policies, while Canaan confirmed exploration of U.S. partnerships to mitigate risks.

According to Eric Balchunas, recent market headlines have shifted rapidly between fears over tariffs impacting stocks and concerns about rising yields due to deficit worries from the tax bill, leading to persistent FUD (fear, uncertainty, doubt) in the stock market. This volatility, with stocks rebounding on risk-on sentiment and treasuries declining, signals increased market uncertainty (source: Eric Balchunas, Twitter, June 3, 2025). For crypto traders, such swings in traditional markets often boost interest in digital assets as alternative investments, potentially increasing demand and price momentum for cryptocurrencies during periods of heightened financial FUD.

According to Stock Talk (@stocktalkweekly), Home Depot's CFO stated that the company will not raise prices in response to tariffs. This decision signals price stability in the retail sector, which may support overall consumer confidence. For traders, stable pricing at major retailers like Home Depot can reduce inflationary fears, potentially benefiting both retail stocks and risk-on assets like cryptocurrencies. As inflation concerns ease, crypto market sentiment could see a positive shift, especially among investors tracking macroeconomic indicators. Source: Stock Talk on Twitter, May 20, 2025.

According to The Kobeissi Letter, persistent market volatility is being fueled by a combination of tariffs, fluctuating interest rates, Federal Reserve policy, and a recent credit downgrade (Source: @KobeissiLetter, May 17, 2025). This environment presents frequent trading opportunities, as increased volatility often spills over into the cryptocurrency market, impacting Bitcoin and altcoin price swings. Crypto traders should monitor macroeconomic triggers closely, as these factors are likely to maintain heightened volatility across both traditional and digital asset markets. Staying updated with professional analysis can enhance short-term and swing trading strategies during periods of uncertainty.

According to Evan (@StockMKTNewz) on Twitter, Walmart's CFO announced on CNBC that price hikes due to tariffs could start later this month, stressing the scale of increases is beyond what any retailer or supplier can absorb (Source: CNBC via @StockMKTNewz, May 15, 2025). This development signals potential inflationary pressure, which could drive investors to seek safe-haven assets like Bitcoin and stablecoins, affecting both traditional retail stocks like $WMT and the broader cryptocurrency market.

According to Mike Silagadze on Twitter, if policies such as tariffs, price controls, or meme coin self-dealing were enacted by President Sanders, there would be significant public backlash, yet similar actions by Republicans appear to face less resistance. For crypto traders, this highlights the heightened regulatory and policy risks associated with political decisions impacting meme coins and other digital assets, increasing volatility and uncertainty in the crypto markets (source: @MikeSilagadze, Twitter, May 11, 2025).

According to André Dragosch (@Andre_Dragosch) on Twitter, recent data and market analysis confirm that tariffs have contributed directly to inflationary pressures, contradicting earlier claims by some commentators who stated otherwise (source: @Andre_Dragosch, April 27, 2025). For crypto traders, this linkage between tariffs and inflation is highly relevant, as heightened inflation tends to increase market volatility and shift investor sentiment toward digital assets like Bitcoin and Ethereum as hedges. Monitoring future tariff announcements and inflation data remains critical for adjusting trading strategies and anticipating potential price swings in the crypto sector.

According to Eric Balchunas, ETF investors have shown resilience to tariff impacts but reacted sensitively to potential changes in Jerome Powell's position at the Federal Reserve. Balchunas notes that ETF inflows remained consistent throughout the year, only pausing when there was a threat to Powell's role. With the threat now withdrawn, investors can expect a resurgence in ETF inflows, suggesting a stable trading environment ahead.