Markets don’t crash on bad news—they crash on uncertainty.

With inflation expectations soaring, the Fed is playing it late on purpose this time. They won’t provide liquidity into the tariff chaos like they did in September. Why? Because they got burned.

The key moment? April 2. That’s when clarity on tariffs starts emerging. After that, retaliation, negotiations, and then—finally—certainty. And certainty is the real Fed put.

Once the rules of the game are known, brace for the pivot: tax cuts, deregulation, and rate cuts. The market is just waiting for the green light.

The only true hedge? HODL the fiat debasement immune asset. #Bitcoin