πΊπΈπ§π· #tradewars Trump signs executive order imposing additional 40% duties on Brazil
πΊπΈπ£ #macro Powell:
- Inflation remains above target, tariffs are pushing some prices higher;
- Growth is moderating, consumer spending is slowing;
- Labor market shows cooling, but unemployment stays low;
- Monetary policy is moderately restrictive β no rush to cut or hike;
- Still too early to decide on September move;
- Fiscal stimulus (tax bill) seen as minimal;
- Tariff impact on inflation may be longer-lasting than expected.
- Inflation remains above target, tariffs are pushing some prices higher;
- Growth is moderating, consumer spending is slowing;
- Labor market shows cooling, but unemployment stays low;
- Monetary policy is moderately restrictive β no rush to cut or hike;
- Still too early to decide on September move;
- Fiscal stimulus (tax bill) seen as minimal;
- Tariff impact on inflation may be longer-lasting than expected.
π2
πΊπΈπ #macro Traders now expect fewer than two Fed rate cuts this year and no longer expect a rate cut in October.
πΊπΈπ΅π° #tradewars Trump said that the US has a trade deal with Pakistan.
ππ€ #BTC Glassnode: Total unrealized profit of all Bitcoin holders hit a new high of $1.4T. This massive paper gain concentration sets the stage for potential future distribution pressure if prices continue higher.
π΅οΈββοΈ #BTC CQ: Supply Rotation Alert: 223,602 BTC shifted from Long-Term Holders to Short-Term Holders in the last 30 days. Momentum is building in the LTH β STH trend.
π Bitwise: Stablecoin transaction volume in Q1 2025 nearly doubled Visa transaction volume, surpassing $6 trillion. #stablecoin
π’ #BTC CEO CQ: Using over 5x leverage means you're exponentially more likely to get liquidated within 24 hours.
Bitcoin moved more than 2% on most days (82%) this month.
If you play 50x Russian roulette every day, the chance of surviving a week is only 0.000612%.
Bitcoin moved more than 2% on most days (82%) this month.
If you play 50x Russian roulette every day, the chance of surviving a week is only 0.000612%.
ππ€ #BTC CQ: Binance Net Taker volume turns deeply negative. The recent activity indicates a significant change in retail sentiment, with many traders selling spot Bitcoin or opening short positions, reflecting an increase in bearish expectations.
π #RWA Sentora: While overall DeFi TVL contracted in the first half of the year, RWA TVL continued to climb.
This underscored the market perception of the category as a growth opportunity anchored by realβworld cash flows.
This underscored the market perception of the category as a growth opportunity anchored by realβworld cash flows.
πΊπΈπΏ #ETF Bloomberg ETF analyst: according to the new cryptocurrency ETP listing standards, any coin whose futures have been tracked for more than 6 months on Coinbase will be approved (list attached). The only question is the timing. Most likely in September-October.
The CBOE has filed a rule change request with the SEC to allow crypto fund issuers to list products under a single structure, potentially eliminating the need for individual approvals for each new fund. cointelegraph
The CBOE has filed a rule change request with the SEC to allow crypto fund issuers to list products under a single structure, potentially eliminating the need for individual approvals for each new fund. cointelegraph
πΊπΈ Trump announces trade deal with South Korea, imposing 15% tariffs and a $350 billion investment deal #tradewars