According to The Kobeissi Letter, President Trump publicly stated that Walmart ($WMT) should stop attributing price increases to tariffs and emphasized he will be closely monitoring the company's actions (source: The Kobeissi Letter, May 17, 2025). This direct pressure on Walmart introduces fresh uncertainty for retail and supply chain stocks, which could drive higher volatility in traditional markets. For crypto traders, increased market instability in equities often leads to capital rotation into digital assets, as investors seek alternative hedges against macroeconomic and policy-driven risks. The ongoing scrutiny of large retailers by policymakers highlights the importance of watching for correlations between stock market sentiment and crypto price action.