$BTC MACRO BOMBSHELL: A Major 2025 Risk Just Got Defused
This largely went unnoticed — but it’s a big deal. The U.S. Treasury has confirmed it can fully handle potential tariff refunds if the Supreme Court overturns Trump-era trade duties, including hundreds of billions already collected, without disrupting markets.
In simple terms: a major macro risk has just been taken off the table.
If tariffs are struck down, importers could rush to reclaim refunds. However, Treasury officials say liquidity will remain stable, fiscal balances won’t be strained, and markets won’t face a shock. That eliminates a long-standing uncertainty that has weighed on growth projections, corporate margins, and inflation outlooks.
Tariffs have been a quiet source of volatility. A smooth rollback would mean reduced inflation pressure, clearer Fed policy direction, and a more supportive environment for risk assets.
This isn’t just a headwind disappearing — it’s a macro wildcard flipping bullish.
The question now is: will markets reprice this sooner than most expect?
#Bitcoin #MacroShift #RiskOn #MarketRepricing #CryptoOutlook