#PowellRemarks Powell’s remarks reflect a **cautious, pragmatic Fed**—prioritizing inflation control over market demands. For investors: > - **Near-term**: Expect volatility until inflation decisively breaks lower. > - **Long-term**: Rate cuts *will* come (likely 1-2 in late 2024), boosting stocks/crypto. > - **Strategy**: Use dollar-cost averaging; avoid overreacting to single speeches. Focus on **quality assets** (cash-flow-positive companies, Bitcoin post-dip) for the next cycle.
#CryptoStocks **: Crypto stocks offer leveraged exposure to crypto’s growth but come with extreme volatility and regulatory risks. They’re a **high-risk, high-reward bet** on the future of digital assets—not a stable investment. Diversify and stay updated on market/regulatory shifts.
### ⚠️ **Critical Risks with USDC** 1. **Depeg Risk**: - USDC briefly fell to **$0.87** during the 2023 SVB bank crisis. - *Mitigation*: Monitor Circle’s reserves (monthly attestations) and avoid holding large sums during macro turmoil. 2. **Counterparty Risk**: - If held on CEXs (e.g., FTX collapse) or unstable DeFi protocols. - *Mitigation*: Use cold wallets (Ledger/Trezor) or audited blue-chip DeFi (Aave, Compound). 3. **Regulatory Risk**: - Potential U.S. stablecoin legislation could impact liquidity or legality.
#GENIUSActPass If you’re referring to legislative efforts like the **Genius Act** (e.g., the *Granting Immigrants National Earnings and Unrestricted Security Act* proposed in the U.S. House), it aims to: - Streamline visas for STEM professionals. - Address immigration backlogs for high-skilled workers. - **My view**: If passed, it could benefit innovation and economic competitiveness, though immigration reforms often face political hurdles.
**Inizia oggi con un passo piccolissimo:** *Apri il portafoglio digitale, sposta €0.50 e scrivilo sul quaderno.* La montagna si smuove mattone dopo mattone
#VietnamCryptoPolicy Vietnam **prohíbe el uso de cripto como dinero**, pero tolera la tenencia privada. Su alta adopción contrasta con la falta de regulación clara, creando un ecosistema de alto riesgo. Un marco legal se discute para 2025-2026, mientras instituciones siguen excluidas.
**Si operas en Vietnam:** Usa plataformas globales con KYC, evita pagos con cripto y monitorea anuncios del SBV.
#MetaplanetBTCPurchase Metaplanet compró **250+ BTC** y seguirá acumulándolos como protección macroeconómica. Es un caso emblemático de cómo corporaciones de economías frágiles usan Bitcoin para preservar valor frente a divisas débiles.
* США перешли на летнее время: теперь рынки открываются на 1 час раньше - в 16:30 по мск
На этой неделе в среду будут опубликованы очень важные макро по инфляции, а именно индекс СРI, это ключевые данные на основе которых будет приниматься окончательное решение по % ставке перед следующим заседанием ФРС. Также на этой неделе ожидается введение новых пошлин от Трампа и проведение крипто конференции в США.