Did you know that most of the components of iPhones would have to be imported and that the United States could take years to start manufacturing its own smartphones in factories on American soil?
I am convinced that the Trump administration has been forced to redesign its tariff strategy, as it realized that it cannot meet the supply needs of a population with high technology demand. Especially considering that it is a constantly developing country that offers all kinds of services globally and cannot afford to stop and wait. The pressure policy using tariffs has backfired.
And especially if they wish to become the capital of cryptocurrencies. Did you know the amount of resources needed to position themselves as leaders in Bitcoin mining? And the fear that it generates to allow room for growth for other powers at a time of expansion in the blockchain universe?
The founder of Bridgewater, Ray Dalio, expressed his concern for the global economy in a Sunday interview on CNBC. He warned that President Donald Trump's tariff and economic policies could trigger a recession in the United States and, more alarmingly, a destabilizing shift in the world order. The imbalance of economic forces could lead us to a significant financial crisis, according to Dalio. We are just in a complex part of the economic cycle where debt has grown too much, becoming a problem that we hope does not get out of control.
This is added to the polarization in the political environment that has turned any opinion into a confrontation. Criticism surrounding Trump’s decisions falls into a carousel of comments that have increased the distance between the two political sides, which has extended to other spheres, further exacerbating the conflict.
Despite the great volatility we are experiencing, I am starting to see an exceptional moment to review the various positions in our crypto portfolios. While there is concern about the political decisions coming from the U.S. regarding tariffs, we also see a very positive moment for blockchain and cryptocurrencies.
Today was the deadline to submit the appeal in the Ripple case against the SEC, and finally what we saw is that the joint motion of the parties to keep the appeal on hold has been granted. The court ordered the SEC to submit a status report within 60 days from this Order.
XRP takes one more step toward the legal clarity that different financial institutions require to feel secure in custodial of these assets. Although this is already a reality, many hope that the paper will be signed.
It is a decision that comes amid the bull run that we all thought had concluded, but I am convinced that the liquidity that is beginning to be seen in the markets will give us a second wind, and the movement will be parabolic. Not only in cryptocurrencies but also in the prices of fixed-income bonds and in the stock market.
I believe that investments in the second and third quarters of this year are going to surprise us. I say this by looking at the liquidity indicators reflected in M2, which is an economic aggregator that shows the available money, and as I have said several times, it continues to rise to historical highs. The availability of money will start to be seen at the end of April and the beginning of May, according to comments from several analysts.
On the other hand, we have Jerome Powell's words today at the Chicago Economic Club, where he reminded us at the beginning of his speech what the dual mandate of the FED is: maximum employment and stable prices, which refers to controlled inflation.
Powell sees that the economy remains strong and that inflation is approaching the target range of 2%. He is also aware that imports in the first quarter had a strong rebound when entrepreneurs anticipated the tariff policy, while consumer sentiment has been affected by the trade war.
The analysis of the new government's measures indicates that the level of tariffs has exceeded the central bank's expectations. Uncertainty persists due to the lack of clarity on how the effects of these tariffs may evolve. A key point of the speech was the postponement of changes in monetary policy until prices stabilized. This does not seem to happen while the new tariffs continue to be implemented, which could also generate unemployment. This could be a unique event that would move prices in a limited way.
The economic outlook is starting to give us insights into what may happen, and for me it is better to know what is happening than to walk down a foggy path where we cannot see where we will place the next step. That’s why I say opportunities are coming; they are not immediate but they do allow us to prepare.
With all this, XRP is standing on the starting line, waiting for the green light to take off. The moment the planets align, we will see a push that could inflate cryptocurrency prices to infinity and beyond, as the great philosopher Buzz Lightyear would say.
Let's look at why I say this:
Inflation on the rise will drive up the prices of everything, including cryptocurrencies. But it is a scenario that Jerome Powell himself believes will not be lasting, and if inflation does not move away from the target range, we could see three cuts during 2025.
Exactly, that’s what they are thinking. Cheaper silver entering the markets to buy more.
As the international market stabilizes, cryptocurrencies continue to be adopted with regulation galloping through the American Congress. Stablecoins will be the first, which will help increase investments in American debt; there is RLUSD as the digital and institutional currency par excellence.
Finally, the upcoming launch of the EVM sidechain will bring impressive developments to the XRP universe. Some of these developments relate to the identification and recognition of institutional clients.
President Trump declared last week that it is an opportune moment to buy, so it is important to analyze and evaluate the best investment alternatives. We have many opportunities ahead that we cannot let pass.
I believe that the last video I presented contains key information that would be very useful to revisit. In case you haven't seen it or want to refresh your memory, I leave the link here. Watch it and leave your opinion on what the best opportunities in the crypto world are, besides XRP, obviously. See you next time, a big hug.
