Bitcoin Braces For Trump Tariff Announcement: ‘Short-Term Optimism’ Has The Upper Hand, Experts Say

As markets brace for the impact of President Trump’s tariff announcements, experts point to regulatory clarity as bullish catalyst, while a looming correction in equities remains the most prominent downside risk.

What Happened Despite a global macro backdrop filled with uncertainties—from proposed sweeping U.S. tariffs to stubborn inflation and elevated rates—digital assets have shown remarkable resilience.

But analysts and industry leaders warn that the current rally may be masking deeper tensions.

Speaking with Benzinga, Mike Cahill, CEO of Douro Labs, a key contributor to the Pyth Network (CRYPTO: PYTH), believes the optimism in markets is short-term in nature.

“Markets rallying into the tariff announcement reflect a classic case of short-term optimism winning out over long-term uncertainty,” he said.

For Cahill, the real story isn’t about euphoria or complacency, but selective positioning by experienced traders. “Calling it ‘nothing ever happens’ is premature,” he added.

Cahill sees regulatory clarity, particularly around stablecoins and tokenized assets, as the clearest positive catalyst ahead.

“That’s the green light institutions are waiting for to go all in,” he said.

On the flip side, he warns that a macro shock, driven by high rates and escalating trade tensions, could rapidly sap liquidity and hurt sentiment …

Full story available on Benzinga.com