#️⃣ Jumento News | Geopolitics – 24/09/2025
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“Larajão” (Trump) and “Molusco” (Lula) signaled a rapprochement on the margins of the UN; there is talk of a brief meeting.
Lula reinforced the climate agenda with a robust announcement for a global forest fund.
In the macro context, Brazil is in a state of stability; the external scenario has a slightly looser liquidity bias.
Analysis (direct and formal)
The easing of tensions between the USA and Brazil reduces risk premiums in the short term, favoring exchange rates and the stock market and opening space for corporate fundraising. The reinforcement of climate diplomacy tends to attract “green” capital linked to conservation goals, benefiting states and companies with auditable projects. In the macro context, domestic stability combined with slight external loosening suggests an extension of duration in Brazilian assets.
Implications for crypto
Better domestic sentiment + slightly more favorable international liquidity = a window for flow in large caps (BTC/ETH) and local blue chips listed on Brazilian exchanges. The regulatory agenda and potential bilateral developments in tech/finance remain on the radar.
And you, do you believe that “Larajão x Molusco” will close practical agreements? Comment below! 👇