March 7, 2025

Macro/TradFi

  • Cryptocurrency prices rose on Sunday after President Trump announced on Truth Social plans for the U.S. strategic reserve of BTC, ETH, SOL, ADA, and XRP.

  • By Tuesday, gains were wiped out after a flare-up in the trade war as Trump's import tariffs for Canada, Mexico, and China went into effect.

  • Canadian Prime Minister Justin Trudeau announced the immediate imposition of 25% tariffs on $30 billion of U.S. imports with an additional $125 billion if Trump's tariffs remain in effect after 21 days.

  • In response, China imposed 10-15% tariffs on certain U.S. imports starting March 10 and introduced new export restrictions on specific U.S. companies.

  • On Thursday, Trump signed an executive order to create a strategic reserve of Bitcoin and U.S. digital asset stocks ahead of a cryptocurrency summit at the White House scheduled for later on Friday.

  • Japanese company Metaplanet buys an additional 497 BTC, bringing their total to 2888.

  • Pobit is filing an S-1 document with the SEC to launch an ETF for Aptos.

  • Coinbase is exploring the launch of a tokenized version of $COIN shares, hinting at a shift to trading shares on-chain.

Crypto

L1/L2:

  • The Solana community is discussing SIMD-228, a proposal to change the tokenomics with a dynamic, market-driven issuance model for SOL tokens.

  • Celo, a blockchain that allows mobile device users to access the global financial ecosystem simply by phone number, will transition to the Ethereum Layer 2 network on March 26.

  • The BOB Layer 2 network is integrating with Fireblocks, providing over 2000 Fireblocks users access to its $250 million DeFi ecosystem and generating returns from their BTC assets.

DeFi:

  • Aave DAO proposed a major 'Aavenomics upgrade' that could increase the value of AAVE tokens and reward users.

  • Bitwise is making its first institutional DeFi transition through Maple Finance, gaining access to online lending while maintaining regulatory compliance.