💵 Crypto Regulated. Treasuries Elevated.
Washington isn't killing crypto—it's co-opting it.
The GENIUS Act (backed by Trump) requires all stablecoins to be fully backed by USD/Treasuries—turning them into $1T+ demand engines for US debt.
🧠 The US is weaponizing crypto infrastructure to extend dollar dominance.
🔗 Full report: https://t.ly/3GRWR
Washington isn't killing crypto—it's co-opting it.
The GENIUS Act (backed by Trump) requires all stablecoins to be fully backed by USD/Treasuries—turning them into $1T+ demand engines for US debt.
🧠 The US is weaponizing crypto infrastructure to extend dollar dominance.
🔗 Full report: https://t.ly/3GRWR
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⚠️Market Alerts
China - Iron Ore Futures
797.5 (highest since 2025-03-03)
Bitcoin/USD
120517.87 (highest since 2010-07-17)
Taiwan - TSEC Weighted Index
23113.28 (highest since 2025-02-27)
Taiwan - TAIEX Index - Electronics
1303.07 (highest since 2025-02-24)
China - Shanghai Shenzhen CSI 300 Index
4034.49 (highest since 2024-11-15)
US - S&P 500
6297.36 (highest since 1927-12-30)
US - NASDAQ Composite
20885.65 (highest since 1971-02-05)
US - PHLX Semiconductor Sector Index [SOX]
5737.64 (highest since 2024-07-17)
China - Iron Ore Futures
797.5 (highest since 2025-03-03)
Bitcoin/USD
120517.87 (highest since 2010-07-17)
Taiwan - TSEC Weighted Index
23113.28 (highest since 2025-02-27)
Taiwan - TAIEX Index - Electronics
1303.07 (highest since 2025-02-24)
China - Shanghai Shenzhen CSI 300 Index
4034.49 (highest since 2024-11-15)
US - S&P 500
6297.36 (highest since 1927-12-30)
US - NASDAQ Composite
20885.65 (highest since 1971-02-05)
US - PHLX Semiconductor Sector Index [SOX]
5737.64 (highest since 2024-07-17)
🤖 TSMC just crushed Q2—📈 $30B in rev (+39% YoY), 60% AI mix, margins up despite FX headwinds. ASML also beat, but shares slid 10% on 2026 guidance jitters.
Why the disconnect? Taiwan demand is surging, but US & China remain split.
🧠 Full WEFC lands Monday.
📎 https://t.ly/LFGXm
Why the disconnect? Taiwan demand is surging, but US & China remain split.
🧠 Full WEFC lands Monday.
📎 https://t.ly/LFGXm
⚠️Market Alerts
China - Iron Ore Futures
800.0 (highest since 2025-02-28)
Taiwan - TSEC Weighted Index
23383.13 (highest since 2025-02-27)
Taiwan - TAIEX Index - Electronics
1324.79 (highest since 2025-01-08)
China - Shanghai Shenzhen CSI 300 Index
4058.55 (highest since 2024-11-14)
Hong Kong - Hang Seng Index
24825.66 (highest since 2022-02-14)
US - NASDAQ Composite
20895.66 (highest since 1971-02-05)
China - Iron Ore Futures
800.0 (highest since 2025-02-28)
Taiwan - TSEC Weighted Index
23383.13 (highest since 2025-02-27)
Taiwan - TAIEX Index - Electronics
1324.79 (highest since 2025-01-08)
China - Shanghai Shenzhen CSI 300 Index
4058.55 (highest since 2024-11-14)
Hong Kong - Hang Seng Index
24825.66 (highest since 2022-02-14)
US - NASDAQ Composite
20895.66 (highest since 1971-02-05)
Dr. Ed Yardeni: Trump’s escalating trade war (30% EU/Mexico, 50% copper) could hit profits, but the economy stays strong.
4.1% unemployment
S&P 500 earnings at record highs
$600B tariff revenue possible
Markets may be banking on TACO, but Liberation Day II is just weeks away.
🔗 Full update here: https://en.macromicro.me/blog/yardeni-research-trump-s-reign-of-tariffs-ain-t-over
4.1% unemployment
S&P 500 earnings at record highs
$600B tariff revenue possible
Markets may be banking on TACO, but Liberation Day II is just weeks away.
🔗 Full update here: https://en.macromicro.me/blog/yardeni-research-trump-s-reign-of-tariffs-ain-t-over
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