Trump’s tweet about imposing a 50% tariff on Canadian cars and steel in 2027 came down, and memory stocks slid immediately. $BMNR didn’t follow; in the last 24h it rose 2.196%, current price 24.67, trading volume 2.98 million, funding 0.00011532. This positive funding rate means the longs are paying, but the rate is so pitifully low that it doesn’t really look crowded or chasing highs—it’s more like the longs are brave enough to hold. I judge the market isn’t treating this as a tariff-damaged ticker. The strongest counter-evidence is that if tariff panic spreads to all U.S. stock index futures, it can’t hold up. The second-order effect is that the money pushed out by tariff news needs somewhere to park; if the price stays above 24.67, it suggests there are funds treating it as a safe harbor to rotate into. Invalidation conditions: if it breaks below 24.67 and funding turns negative, I won’t touch it. Plan: once price holds above 24.67 and funding does not turn negative, try a long position with low leverage.

Trading tag: #TradFi #链上美股 #BMNR

Where do you think this judgment is most likely to be wrong?