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![DannyDayan5 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1580608068152426502.png) Danny Dayan [@DannyDayan5](/creator/twitter/DannyDayan5) on x 21.7K followers
Created: 2025-07-20 17:53:05 UTC

@briangobosox @tylermacro10 @dampedspring Let’s use logic. What has actually changed from Q1 to Q2? Not much. 80BN tariffs collected doesn’t drop demand by 2%. 

Uncertainty + FCI gives you the roadmap. You continue to dismiss at your own peril despite all the evidence.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946991766986715230/c:line.svg)

**Related Topics**
[roadmap](/topic/roadmap)
[tariffs](/topic/tariffs)

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