Tariffs were back on the table, and then they weren’t. Last week, the Trump administration stunned markets with an announcement of sweeping new tariffs, including a 10% blanket rate and a 125% tariff on Chinese imports. But within days, most of those tariffs were put on a 90-day pause.

The result? A rollercoaster in equities, credit, and crypto… and plenty of questions about what’s really next.

Seth Ginns, managing partner at CoinFund, is watching all of this closely. He says the data is flashing stress, but underneath, something else is building.

In this episode, Seth breaks down:

Why tariffs hit crypto harder than most investors expected
The metrics that could signal the next macro moves and their impact on digital assets
Why he’s still cautiously bullish, even amid volatility
Whether an altcoin season is coming
Why Bitcoin’s safe haven narrative might finally be tested
Why the Trump administration’s policies, despite the turbulence, boost crypto