#Strategy加仓BTC 【Import Tariffs Reshape Market Pricing Logic】

An overlooked macro risk is emerging.

The key issue is this: the Trump administration may soon expand import tariffs on chips and related products. This is not a minor move. Rising semiconductor costs will directly transmit through the entire industry chain—from data centers to AI computing power supply, and to on-chain infrastructure operation costs.

What does this mean? The pricing models in capital markets need adjustment. The $SOL ecosystem's reliance on high-performance computing and the node costs of the $ETH network will all face revaluation. Especially for Web3 projects that depend heavily on assets, cost pressures will be more apparent.

What is the recommended response at this stage? Some believe that allocating to Bitcoin might be a safer strategy—it does not rely on continuous hardware upgrades but on the accumulation of network consensus.