ChainCatcher news, hedge fund mogul Bill Ackman stated on social media: "I think it's unfair to attack Lutnick. I don't believe he is pursuing his own interests." Ackman had previously criticized Lutnick, claiming that the latter profited by shorting America.In response, he said: "After our country and president have made tremendous economic progress, there have been what I believe are significant policy mistakes, and now we are facing risks due to tariffs, which I find very frustrating." Earlier, National Economic Council Director Hassett stated that Ackman should tone down his rhetoric on tariffs: "I urge everyone, especially Bill, to soften their language a bit."

ChainCatcher news, according to The Block, after Trump announced the harshest tariffs in history, global financial markets experienced turbulence, with Bitcoin retreating from a high of $88,000 to around $82,000.Despite the increased short-term volatility, several analysts believe that the elimination of market uncertainty has actually created buying opportunities. BRN's chief analyst Fournier expects Bitcoin to regain momentum and challenge $90,000 again, while the U.S. Bitcoin ETF has seen an inflow of $218 million, indicating a resurgence of interest from institutional investors. Meanwhile, mainstream altcoins like Ethereum continue to underperform compared to Bitcoin. Kraken's global economist Perfumo pointed out that the crypto market cycle will continue until adoption reaches critical mass.

ChainCatcher news, according to analysis by BloFin Academy, President Trump's comprehensive tariff policy has exceeded market expectations, triggering a surge in global trade network costs and a trend towards economic regionalization. The rebalancing of investment portfolios towards "de-dollarization" is accelerating.Dollar-linked assets (such as U.S. stocks and altcoins) may continue to be sold off, with safe-haven funds shifting towards offshore assets like BTC, stablecoins, cash, and RWA. BTC, due to its payment system attributes and low correlation with the dollar, has become the preferred choice for safe-haven investment; while stablecoins and gold-linked tokens have clear advantages in the current risk-averse environment due to their "Eurodollar 2.0" attributes and bond correlations.

ChainCatcher news, Morgan Stanley economists indicate that Trump's imposition of reciprocal tariffs on Asia may have a greater drag on economic growth than in 2018-19, given that most countries in the region have a trade surplus with the United States, making Asia more vulnerable to tariffs.Economists state that the focus will be on whether these countries can negotiate an agreement with the United States to lower tariffs. Economists point out: "The rise in policy uncertainty will dampen business confidence, which in turn will suppress capital spending and trade. We believe that the more trade-oriented an economy is, the greater the drag (tariffs) will have on economic growth."

ChainCatcher news, according to Jinshi reports, Pantheon Macroeconomics has stated that Donald Trump may introduce further tariffs this week, and this shadow is troubling the UK economy.The firm indicated that Trump has set Wednesday as the date for imposing reciprocal trade tariffs, a move that could "trigger a global trade war where everyone loses." Economists wrote in a report that Trump may cut planned trade tariffs, but uncertainty will still weigh on business investment, thereby affecting the growth of the UK economy.

ChainCatcher news, Blackstone Group President Jon Gray warned investors not to make "knee-jerk reactions" to Trump's tariff antics, but rather to wait and see how potential negotiations unfold. He stated, "Be a little patient." "Observe the evolution of this tariff diplomacy and make investment decisions over a longer period. I think the danger during such a time is that if you do something short-term, you will miss opportunities."As Trump decides on new tariff policies almost daily, the market is anxious about the economic impact of a full-blown trade war. Gray said, "I think you have to take a step back. The government can react, they can decide how to make concessions, and then ultimately it ends up in a different situation."

ChainCatcher news, the Bank of Montreal has broken consensus, believing that the Bank of Canada will lower its key interest rate by 25 basis points to 2.5% in April. In the latest interest rate forecast, the company expects the Bank of Canada's policy rate to reach 2% this summer, citing the tightening of U.S. President Trump's tariff policies. Due to accelerating inflation, the market generally believes that the Bank of Canada will pause interest rate cuts in April.Bank of Canada Governor Macklem reiterated the inflation risks posed by tariffs in a speech, adding that the price increases in February "caught our attention." The Bank of Montreal stated that while the CPI in March may remain high, the cancellation of the carbon tax by the Liberal government before the election is expected to cool the CPI in April. The bank indicated that a pause in interest rate actions in April is feasible, but leans towards a rate cut as the economy "yields to expected recession."

ChainCatcher news, according to Jinshi reports, due to Trump's tariff policy potentially ending the "American exceptionalism," investor optimism towards U.S. Treasuries has reached its highest level in at least three years.A survey conducted this week among 504 market participants shows that the expected risk-adjusted returns on U.S. Treasuries next month will be higher than those of U.S. stocks. 77% of respondents support bonds, the highest level recorded in survey data since 2022. Only 9% of respondents believe that the global market capitalization of U.S. stocks will return to historical highs, while about 40% expect it to fall to a new low not seen in over a year.The vast majority of respondents believe that tariffs (rather than Federal Reserve policy) will become the most critical factor influencing stock valuations. Nearly half of the respondents expect to reduce their positions in the S&P 500 next month, with less than 20% planning to increase their holdings. The market also lacks confidence in the response to the continued decline of the stock market; earlier this year, there were views that a stock market crash would force Trump to adjust his policies, but now, less than half of the respondents believe Trump will intervene to stabilize the market.

ChainCatcher news reports that according to 4E monitoring, on Tuesday, Trump reversed his stance on Canadian tariff policies multiple times, causing the market to experience a "roller coaster" trend. At the beginning of the session, the U.S. stock market initially rose, but then Trump announced a 25% tariff on Canadian steel and aluminum, leading the three major indices to turn negative. Shortly after, news emerged that the policy was paused and both sides would renegotiate, but the downward trend in the U.S. stock market remained unchanged. After the lunch break, the market changed again, with Ukraine agreeing to a 30-day ceasefire. Large tech stock bargain hunters surged, pushing the U.S. stock market to refresh its daily high, but the market weakened again towards the end of the session. By the close, all three major indices ended lower, with the Dow down 1.14%, the S&P 500 down 0.76%, and the Nasdaq down 0.18%. Most of the seven tech giants saw an increase.The cryptocurrency market rebounded significantly, with Bitcoin recovering from a low of $76,606 to above $83,000, rebounding over 8% and reclaiming yesterday's sharp decline. Ethereum rose from a low of $1,754 to $1,920, rebounding over 9%. Some altcoins had even larger rebounds. The total market capitalization of cryptocurrencies slightly recovered to $2.77 trillion, with a 24-hour increase of 2.5%, and market sentiment warmed slightly.In the forex commodities sector, the U.S. dollar index fell over 0.6%, remaining in a downward trend for most of the day. The outlook for global oil inventories improved, leading to a slight increase in international oil prices; the renewed turmoil in U.S. tariff situations and concerns over economic growth supported safe-haven gold, with spot gold rising over 0.9%.The ongoing uncertainty surrounding Trump's tariff policies has continued to impact the market, and the potential effects on consumers and the economy have dampened Wall Street's sentiment. The CPI report at 8:30 PM tonight is highly anticipated, as investors hope to gauge whether the market's concerns about economic stagflation are justified. If the data exceeds expectations, the market may experience another sharp decline.

ChainCatcher news, according to Jinshi reports, the Republican-controlled House of Representatives voted on Tuesday to prevent Congress from quickly challenging the tariff policy implemented by President Trump that has caused turmoil in the financial markets. This vote effectively undermined the challenge initiated by Washington State Democratic Representative Suzan DelBene against Trump's tariffs on Canada and Mexico.The blocking provision was cleverly incorporated into the procedural vote of a six-month temporary funding bill proposed by the Republicans. DelBene had previously sought to force a vote under the National Emergencies Act, which grants the president special powers in emergencies, and Trump invoked this act to implement the tariffs. The bill originally allowed the House to force a vote to revoke the president's emergency powers within 15 days, and the Senate would also need to pass a related resolution for it to take effect.However, Tuesday's vote adjusted the way the House calculates the remaining calendar days for 2025, effectively preventing such challenge votes within this year and solidifying the Trump administration's dominance in trade policy.

ChainCatcher news, according to Jinshi's report from CNBC, President Trump's tariff policy will be delayed and may start on April 1.

ChainCatcher news, Bloomberg has questioned a series of actions taken by Trump in the cryptocurrency space since he took office, stating that President Trump and his entourage seem eager to establish their crypto empire. The family not only hopes to pave the way for the U.S. to support cryptocurrencies through more favorable regulations but also aims to secure a place in the positive outcomes.Based on the current (volatile) spot prices, the TRUMP holdings of entities related to Trump have an estimated book value of about $14.9 billion, with risks that are equally incredible. As token buyers and industry insiders see their opportunity to please Trump, the likelihood of quid pro quo and corruption will certainly increase. Additionally, moral hazard is also present.When Eric Trump tweeted a friendly suggestion that Ethereum is worth buying, he was by no means a neutral observer—when he removed the phrase "you can thank me later" from his post on X, he seemed to realize this. Meanwhile, the company has transferred most of its reserves to Coinbase Global Inc., and although it denied any plans to sell, it is difficult to assess what specific insider information might be involved. Trump's tariff policies are certainly not favorable to the crypto market, and the impact of Eric Trump's endorsements is similarly limited.Bloomberg believes that without effective enforcement and strengthening of regulations, oversight of the president's actions will become ineffective, and currently, Trump seems unencumbered by any constraints.

ChainCatcher news, former U.S. Treasury Secretary Larry Summers stated in an interview that Trump's tariff policy goes against economic logic. This means higher prices for consumers and significantly higher input costs for American producers.Summers questioned, "Why are we now deciding to wage economic war against Canada among so many countries in the world? Canada's minimum wage and basic wages are higher, and unions provide more protection for workers than in the U.S. I just don't understand the logic of these policies; there is no doubt that this is a regressive tax on American consumers."

ChainCatcher news, according to Jinshi reports, Goldman Sachs strategists indicate that due to the latest round of tariffs from the Trump administration affecting profit forecasts, the U.S. stock market could potentially decline by 5% in the coming months.Goldman Sachs strategist David Kostin wrote in a report: "These statements have shocked many investors, who expected tariffs to be imposed only in the event of a failure in trade negotiations. Our economists believe the outlook is uncertain, but they think the tariffs on Canada and Mexico are likely to be temporary."Kostin stated that if the latest tariffs persist, he would lower his profit forecasts for S&P 500 constituent companies by about 2% to 3%, not accounting for the impact of further tightening financial conditions or changes in consumer and business behavior. He also warned that due to the dual impact on profits and stock valuations, the fair value of the S&P 500 index could decline by about 5% in the short term.

ChainCatcher news, according to Jinshi reports, the Nikkei 225 index closed down 1052.40 points on February 3 (Monday), a decrease of 2.66%, at 38520.09 points; the South Korean KOSPI index closed down 64.04 points on February 3 (Monday), a decrease of 2.54%, at 2453.33 points.

ChainCatcher message, Robert Kiyosaki, the author of "Rich Dad Poor Dad," stated on X that with Trump's new tariff policy taking effect, gold, silver, and Bitcoin may crash. However, the price crash also brings more buying opportunities. The real issue is debt, which will only get worse.