BREAKING: US-Mexico tariff deal just hit a wall

Commerce Secretary Howard Lutnick blocking progress, per WSJ

This matters because:
• Trade uncertainty = market volatility
• $BTC and risk assets hate policy limbo
• Mexico is a massive trade partner - any prolonged standoff impacts supply chains and inflation data

Watch for:
• DXY strength if deal falls apart
• Risk-off rotation out of alts
• Potential Fed pivot signals if tariffs push inflation higher

Tariff drama isn't priced in yet. Stay liquid.