#美国消费者物价指数发布在即 【Market Reassessment Under Tariff Shock】

There is a macro risk that the market might be overlooking: the U.S. government may implement more aggressive import tariff policies on semiconductors and related supply chains in the near future.

What does this directly affect? Rising chip costs → changes in computing power costs → the economic model of the entire on-chain ecosystem needs to be recalculated. $ETH $SOL For ecosystems that require high computing power support, the valuation and pricing systems are being redefined.

The market is still digesting this variable. But once the tariff policy is implemented, the cost structure of the entire industry chain will be disrupted. This is not only a matter for semiconductor companies but also a real cost pressure for the crypto industry.