Many old friends may know that I have always used Nike as a reference benchmark, mainly to measure the actual purchasing power in the United States. After Trump announced the latest tariffs yesterday, $NKE fell nearly 14%.

The main reason is that according to Nike's 2024 annual report, Vietnam produces about 50% of Nike's global footwear products and 28% of its apparel products. Vietnam has become Nike's largest footwear and apparel manufacturer for the second consecutive year. Additionally, Nike's production activities in Vietnam have created jobs for about 500,000 people and have collaborated with over 100 Vietnamese companies.

However, Trump imposed a 46% tariff on Vietnam, which is a direct hit. Moreover, Nike has gradually shifted its production from China to Vietnam, starting investments in Vietnam in 1996 and increasing investments in 2021. As a result, they faced monetary easing in 2022 and then encountered tariffs again in 2025, which is really tough.

The mid-level entities in the Fortune 500 are all facing similar situations, so it's not surprising that altcoins are declining. They are all constrained by liquidity.

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