Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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Starting April 23, Google will enforce new crypto advertising rules across the EU, requiring advertisers to be authorized under MiCA as Crypto Asset Service Providers (CASPs) and complete Googleโ€™s verification process. -source
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Lunar Crush: After peaking in Q4 of last year, we've seen a significant decrease in the social interactions for an "alt season" -tweet
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USD 10Y low against the Swiss Franc
China Foreign Ministry: We will trade with more friends and become a stronger magnet for investment.
China Foreign Ministry: Facing external uncertainty, China will stay committed to joining hands rather than throwing punches
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Warren Buffett is sitting on enough cash to buy 476 companies in the S&P 500
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China orders halts to Boeing jet deliveries as trade war expands -Bloomberg
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๐Ÿšจ Binance and Kucoin down
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Binance, Kucoin down due to AWS data center outage. Binance suspends withdrawals to keep user funds safe.
More Chinese Gold-backed ETF inflows yesterday. Another 4t flowed into the big four onshore China ETFs, representing all the Asian inflows.
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BRITAIN'S FTSE 100 INDEX UP 1% ON DAY
Goldman Sachs has CTAs (trend following funds) modeled as buyers of US stocks in all scenarios over the next week and month.
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Most equities strategists expect the S&P 500 Index to rally through the remainder of 2025.
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US firms with China suppliers fall into distress.
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S&P 500 earnings revisions are the worst theyโ€™ve been since Covid
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Nearly one third of consumers are expecting a worse financial situation in the year ahead per โฆNY Fed survey
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Last week saw huge inflows into US large caps followed by government bonds
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Share of hardship withdrawals (when you take money out of your retirement account early due to an immediate and heavy financial need) in 2024 was 4.8%, more than double 2019โ€™s share of 2.3%