The only logical reason for tariffs on countries like Vietnam that I’ve seen:

A negotiation tactic to get Vietnam to put a tariff on China.

It’s to get everyone else to box China in.

I’m playing everyone’s favorite party game: guess the Trump administration’s strategy. Like most of you, I have no inside information. But that’s what makes it fun. Here’s my best theory.

Some assumptions first:

1) They’re not crazy. There is a strategy. It doesn’t align with

Matthew Prince 🌥

The only logical reason for tariffs on countries like Vietnam that I’ve seen:

A negotiation tactic to get Vietnam to put a tariff on China.

It’s to get everyone else to box China in. https://x.com/eastdakota/status/1909822463707652192

summoning /daylight | kylemccollom.com | we are hiring: careers.daylight.xyz

Agree it's chaotic and confusing, but obscurity may help if this is their goal.

Coinbase employee (Investigatooor), personal account. Onchain is the future.

Agree it's chaotic and confusing, but obscurity may help if this is their goal. https://warpcast.com/brenner.eth/0xdaeef379

If it is a negotiating tactic, why not have some kind of consistent message on it? Right now we have Cabinet members and Trump flailing around giving mixed messages on what the goal is and whether this is negotiable or not. Vietnam tried to respond, offering to take away tariffs and got shut down.