The deadline for tariffs on August 1 is approaching. Is it a crisis or a good opportunity to enter?
U.S. Secretary of Commerce Howard Lutnik has clearly stated that the deadline for tariff increases on August 1 will not be extended, meaning that the previous buffer period for trade negotiations has officially ended.
However, from the current situation, the U.S. has successively reached trade agreements with several countries, gradually reducing tariffs, and the overall policy trend is leaning towards easing. It is expected that subsequent related news will mainly be positive. The focus can now shift to the countries that have not yet reached an agreement—if the final tariff levels are low, it is still expected to boost market sentiment.
In the short term, the market has largely digested the negative impacts, and an expectation gap is forming, the so-called "bad news being priced in is good news." During this phase, it is still recommended to go long in line with the trend, as the bull market logic remains unchanged. The key is to select the right strong sectors and cryptocurrencies where funds are concentrated for positioning.
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