2026-01-21 07:28:55

There's a philosophical framework driving the current US trade stance—one you'll want to grasp if you're tracking market sentiment.

Howard Lutnick, heading up the Commerce Department, laid it bare: the international economic order has long operated on terms that America's establishment accepted, but at what cost? The "Grievance Doctrine" isn't just rhetoric. It's reshaping how bilateral trade gets negotiated.

Lutnick's position is blunt. For decades, decisions about global economic flows have been concentrated among international elites operating within systems that frankly favored their interests over broader American prosperity. Now? That calculus is shifting.

Why this matters to you: trade policy directly impacts currency strength, capital reallocation, and cross-border fund flows. When the world's largest economy recalibrates its trade stance, asset markets respond. Understanding this doctrine helps explain volatility in traditional markets—which inevitably ripples into crypto markets where traders hedge macro uncertainty.

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AlphaWhisperer

· 7h ago

ngl Lutnick's rhetoric is indeed stirring the market... When trade policies change, the crypto world gets caught in the crossfire. Lutnick is aiming to overturn that old order; the elites should be nervous. This "resentment theory" sounds harsh, but does it really change anything... shaking head. The US's actions are heavy-handed; we need to keep a close eye on the relationship between BTC and the US dollar index. Trade war breaking out? Large funds are already moving into crypto assets. So ultimately, it's a redistribution of interests; retail investors are the ones getting hurt. If the dollar appreciates this wave, altcoins will fall... chain reaction. Is Lutnick warning about the traditional market collapsing, hinting at the need to allocate safe-haven assets? Oh my, starting to hedge macro risks again; to hold or not to hold, that's the question. Why does it feel like we retail traders are the ones getting hurt in the end?

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GasFeeCryBaby

· 7h ago

Wow Lutnick, this set of arguments is just to justify the trade war. No wonder the crypto world has been so restless recently. Is the US trying to overturn decades of order? Then the traditional markets will definitely be bloodbaths... crypto will surely go crazy along with it. Talking about macro hedging, it's really just everyone betting on what the Federal Reserve will do next.

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MidnightSnapHunter

· 7h ago

ngl The logic of the trade war will really directly impact the crypto circle, as soon as the US adjusts its policies, BTC starts to shake... Lutnick's words are a bit harsh, it feels like traditional finance is about to be disrupted, and we might instead need to look for opportunities? Here comes another new economic order theory... forget it, in the end, it's all about the coin prices. This round of policy adjustments has a huge impact on the US dollar and cross-border flows, and crypto will definitely be affected. Why does it feel like capital flows need to be reshuffled? You need to see clearly before making a move.

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