Trump dropped everything, Justin Sun is dumping stablecoins, and OPEC+ unexpectedly increased production — it was a fiery week. We keep the report:
💸 Cryptocurrencies
📍 Strategy bought 22,048 BTC ($1.92 billion)
Now Michael Saylor has 528,185 BTC. He pumped the market, but only for a short time. Strategy does not deviate from strategy, even after Trump's tariffs.
BTC is currently holding at $83k — maybe they are saving for a reason? 🕕
📍 Minus 25% capitalization for 14 public miners
$6 billion for March. Hash Ribbon gave a buy signal for BTC on March 25, but if the market follows S&P 500 — there will be another wave of capitulation. 🙁
📍 Justin Sun crashed FDUSD by -12%
The collapse was quickly bought up, Binance says: “all good, backed 1:1”. But San continues to attack First Digital Trust and intrude into the Trump family's DeFi projects. The FUD didn’t pass, but the smell is alarming 🤦
💵 Finance
📍 Trump imposed tariffs and declared a state of emergency
JPMorgan raised the probability of recession to 60%, China responded with 34% tariffs on US goods.
The first reaction — $5.4 trillion in market losses in 2 days. The second reaction? Perhaps the beginning of a bear market for risky assets 😤
📍 Powell vs Trump: the rate will not be lowered
The Fed is frozen in anticipation: inflation from tariffs is still unpredictable. Unemployment at 4.2%, but that’s not enough for easing. If both remain the same — we are facing stagflation 😇
📍 OPEC+ suddenly increases production by 411k barrels per day
Brent down 10% for the week, price below $66.
Perhaps Trump pressured the Saudis. Or maybe it’s panic before a global recession and a struggle for a shrinking market 📦
Subscribe to Donald Yanukovich — and you will be informed when Saylor buys more, San sells again, and OPEC changes its mind.