🔥 Macro tension is rising, and risk assets are paying attention 🔥
U.S. Commerce Secretary Howard Lutnick didn’t hold back on CNBC — openly challenging Powell and calling current interest rates excessive and disconnected from reality. In his view, rates should have been cut already, but the Fed is stuck playing defense, afraid of steering a $30 trillion economy too aggressively.
📊 What’s interesting is the backdrop: the U.S. economy isn’t showing signs of stress. GDP is hovering close to 4%, and Lutnick believes growth could push toward 6% if Trump returns to the White House.
💥 His playbook is straightforward:
Lower rates, ramp up energy production, and chase growth instead of fearing it.
If this narrative starts to gain real traction, expectations around liquidity can flip quickly — and historically, crypto doesn’t wait for confirmation. It moves first.
Smart money seems to be positioning ahead of that shift.
Stay sharp. Macro always sets the tempo.
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