Bull Case
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🚨GOLD SMASHES ALL-TIME HIGH, TOPS $3,500 AMID TRUMP TARIFF UNCERTAINTY
Vietnam indices tumbled over 5% on Tuesday as Trump's administration imposed new duties on solar imports from Vietnam for as much as 395.9%.
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Ark Invest funds become first US ETFs to add exposure to Solana through 3iq's staking ETF
Circle releases CPN (Circle Payment Network) an efficient way for financial institutions to connect, orchestrating global money movement, powered by stablecoins like USDC and EURC for 24/7 real time settlement
Circle's CPN will enable autonomous AI agents to send and receive payments on behalf of users or systems, supporting real-time value exchange
BoE’s Greene: Tariffs are more of a disinflationary risk.
Interest in GLD shows a notable surge.
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A whale deposited 300 BTC to Binance 6 hours ago and still holds 5,200 BTC according to Lookonchain
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US VP Vance: We want to help india explore offshore gas reserve and critical mineral supplies.
US VP Vance: India and the US both know the region must remain safe from any hostile powers
US VP Vance: We want India to buy more of our military equipment
US VP Vance: India and America have finalised terms of reference for a trade deal
🚨🚨Swiss Central Bank is buying Microtrategy shares
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China FX regulator: foreign holdings of Chinese bonds rose $26.9b in Feb–Mar, up 84% yoy [foreign = Chinese subsidiaries abroad]
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China FX regulator: Will resolutely correct pro-cyclical market activities, prevent currency overshooting risks and fend off abnormal cross-border capital flows
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Japanese investors sold $20bn of foreign debt, especially US treasuries, because of the uncertainty caused by Trump's tariffs. Japan holds $1.1tn in US Treasuries across the public and private sectors.
RBC basically says Trump needs Powell because he needs someone to blame
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Bloomberg notes gold bulls taper speculative positions as long positioning fall off the 4-year highs despite soaring prices.
Google Trends shows ATH search interest in "gold" and "GLD", a classic signal of FOMO and top. Now capital starts rotating into BTC and crypto. - Bull Case insider
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