It's So Over; We Are So Back
from The Decrypting Crypto Podcast Hosted by Matthew Howells-Barby & Austin Knight
🎙️ Off Chain Weekly Recap – April 10, 2025 This week, Matt and Austin unpack one of the wildest weeks in markets this year: 🔹 Trump’s Tariff Tsunami: A 10% universal tariff turned into a tit-for-tat trade war with China, peaking at 125% tariffs on Chinese imports. China hit back hard — tariffs, blacklists, and export controls on rare earth minerals. 🔹 Global Fallout: Vietnam, India, Japan, and the EU rushed to the negotiating table. Some offered full tariff eliminations to avoid a full-blown trade war. 🔹 Apple, Inflation & $30K iPhones?: Concerns about Apple and other US companies absorbing the shock, but signs suggest they’re more resilient than during Trump’s first term. 🔹 Market Madness: Stocks nosedived early in the week, only to surge midweek after a partial tariff rollback. Crypto pumped. S&P saw its biggest 1-day gain since 2008. But uncertainty looms. 🔹 Currency Games: China strategically devalues the yuan to counter tariffs. US Treasury markets spooked. Is a dangerous feedback loop forming? 🔹 Outlook: Short-term: More volatility, sideways action unless China escalates. Mid-term: Q2/Q3 could be rough — all eyes on corporate earnings & the Fed. Long-term: DCA and hold. Could look back at Q2 as a massive buying opportunity. 🛞 And yes — the G-Wagon is safe (for now). 🙃
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