Market Volatility & Investment Strategy - Market volatility is expected to return, potentially leading to an asset price explosion in the second half of the year, advising strategic positioning [2][4][6] - Historically, volatility was seen negatively, but now it's part of digitalization and financialization trends [3] - The VIX (Volatility Index) is at its lowest point in 2025, suggesting an imminent increase in market volatility [5] Tariff Revenue & US Investment - Tariff income is projected to exceed 1% of GDP, surpassing the initial estimate of $300 billion [7][8] - Private industry is committing over $10 trillion in investments into the United States [8][9] - The US is gaining advantage in the geopolitical trade realm, potentially disadvantaging those betting against it [10] Geopolitics & Trade Negotiations - The US employs a multi-lever, non-linear strategy in trade negotiations, leveraging military operations, diplomacy, economic sanctions, and oil markets [22][23][28] - Disbanding of the Klepto Task Force and discussions on Arctic routes were potential incentives offered to Russia during negotiations [30][31][32] - Arctic shipping routes are emerging as a significant geopolitical factor, influencing trade and logistics [34][35] Cryptocurrency & Digital Assets - The US government and the Chinese government are among the largest holders of Bitcoin, holding the 3rd and 4th position respectively [40] - China is seriously considering launching a yuan-backed stablecoin, potentially from Hong Kong [42] - Governments recognize the growing demand for digital assets, leading to a complex dynamic between supporting these assets and safeguarding legacy systems [44][45]

But Cardano was built to be the digital nation. Today I sit down with one of the leaders in cryptocurrency. I can see a world where Cardano has an equivalent population to Bitcoin to discuss what's next for Cardano. We have an onchain treasury that's just opened up with 1.8% billion ADA in it. It's over a billion dollars of value. We discuss what's actually next for Bitcoin. And you say Bitcoin this cycle you believe can get up to $250,000. You've said that before. What drives that? Watch today's whole vide ...

RT MartyParty (@martypartymusic)Jack Mallers called it @jackmallers - the government using the institutions (Wall Street) will run Bitcoin up as high as they can because this will require equal amounts of Stable Coin which means equal amounts of US Treasuries aka debt.Lets watch this play out. ...

Hey Carl. Yes. The House has now passed with really strong bipartisan support a measure that would basically say when a digital asset is a commodity, when is it a security.And this is the one that for the crypto industry, this is the number one priority for them. It's a wide-ranging bill. It now goes on to the Senate.And look, there are concerns about the Senate's ability to get this done. There are debates between the House and the Senate and what the bill should look like. Also concerns about potentially ...

Market & Policy Landscape - Markets favor certainty, and with the budget resolved and some tariff issues addressed, the environment is becoming clearer [3][4] - The venture market is showing signs of renewed liquidity after four years of stagnation, driven by a more friendly FTC, encouraging IPOs and M&A [5] - Tech regulation primarily occurs at the state level, often overlooked in favor of federal politics [9] Crypto & Digital Assets - The market momentum of crypto makes it difficult to assess using traditional logic [11] - The acceptance of crypto by the federal government, including banks' involvement in stablecoins, raises questions about future growth potential [12] - Proactive positive movements by the SEC and the White House on crypto suggest further bullish potential [13] Regulatory Environment & Industry-Specific Issues - Deregulation by the Trump administration could resolve regulatory issues, contrasting with the hands-off approach of the Biden administration [8] - The Genius Act, a stable coin act, has passed the Senate but awaits House approval, with the market potentially pricing it in [6] - Autonomous trucking faces regulatory hurdles, with the US DOT yet to issue sensible interstate regulations [8]