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🚀 Treasury Secretary dismisses Powell's dismissal and opens succession process
In response to rumors of interference in the Federal Reserve, the Treasury assures that Jerome Powell will remain in office until the end of his term and has already initiated formalities to choose his successor.
🌐 Political context
Throughout 2024, President Trump criticized interest rates and signaled discontent with some actions of the Fed, generating speculation about a possible dismissal of Powell before May 2026. The Treasury Secretary clarified that there is no intention to remove the Fed chairman, reaffirming the commitment to the institution's independence.
📋 Succession process
An internal task force is already gathering names of economists, members of Congress, and market leaders to compile a list of potential nominees. Formal consultations will be held with senators and experts, and confirmation hearings in the Senate are expected to occur a few months before the end of Powell's term.
📊 Implications for monetary policy
Powell's continuity ensures stability for the current near-zero interest rate policies and ongoing stimulus programs. This reduces the risk of abrupt changes in the strategy to combat inflation and support economic recovery.
🔍 Market reaction
Shortly after the announcement, S&P 500 futures recorded a moderate increase, and the dollar weakened against major currencies, reflecting relief at maintaining predictability in the Fed's leadership.
⚠️ Risks and challenges
Despite the positive signaling, the process of selecting a new chairman may generate volatility if names closely aligned with the government are raised. Meanwhile, the debate over the debt ceiling and upcoming inflation indicators in the US will remain on investors' radar until the position is renewed.
#PowellVsTrump
In response to rumors of interference in the Federal Reserve, the Treasury assures that Jerome Powell will remain in office until the end of his term and has already initiated formalities to choose his successor.
🌐 Political context
Throughout 2024, President Trump criticized interest rates and signaled discontent with some actions of the Fed, generating speculation about a possible dismissal of Powell before May 2026. The Treasury Secretary clarified that there is no intention to remove the Fed chairman, reaffirming the commitment to the institution's independence.
📋 Succession process
An internal task force is already gathering names of economists, members of Congress, and market leaders to compile a list of potential nominees. Formal consultations will be held with senators and experts, and confirmation hearings in the Senate are expected to occur a few months before the end of Powell's term.
📊 Implications for monetary policy
Powell's continuity ensures stability for the current near-zero interest rate policies and ongoing stimulus programs. This reduces the risk of abrupt changes in the strategy to combat inflation and support economic recovery.
🔍 Market reaction
Shortly after the announcement, S&P 500 futures recorded a moderate increase, and the dollar weakened against major currencies, reflecting relief at maintaining predictability in the Fed's leadership.
⚠️ Risks and challenges
Despite the positive signaling, the process of selecting a new chairman may generate volatility if names closely aligned with the government are raised. Meanwhile, the debate over the debt ceiling and upcoming inflation indicators in the US will remain on investors' radar until the position is renewed.
#PowellVsTrump
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🚨 Bitcoin whale from 2011 moves up to US$ 8.7 billion in on-chain transactions
On-chain analyses reveal that an address active since 2011, originally holding 80,009 BTC, initiated a series of historic transfers in July 2025, generating shockwaves in the market.
🌐 On-chain context
On July 4, 2025, two wallets created in April 2011 moved a total of 20,000 BTC (about US$ 2.34 billion) to new addresses, marking the largest known shift in foundational addresses up to that point. Hours later, three more wallets from May 2011 transferred an additional 30,000 BTC (approximately US$ 3.5 billion) to settlement platforms, along with 30,009 BTC relocated to custody wallets, totaling 80,009 BTC (US$ 8.69 billion) mobilized by the so-called “2011 whale.”
🪙 Movements and destinations
Of this amount, at least 40,000 BTC were sent directly to exchanges such as Galaxy Digital and Binance, suggesting an intention to realize immediate profits, while the remainder was migrated to modern SegWit wallets, possibly for technical security reasons.
📈 Price impact
The transfers triggered a slight sell-off, with BTC retreating from US$ 118,000 to US$ 112,000 within 24 hours, reflecting the sudden supply pressure in the order book. On-chain indicators also showed a drop in the long-term holder index, signaling the realization of historic profits.
🔍 Possible motivations
Experts suggest that the holder is looking to realize some profits after an appreciation of over 14,000,000% since 2011, or that it is a security upgrade via SegWit migration to reduce fees and risks associated with old addresses.
⚠️ Outlook and risks
If these 40,000 BTC dumped reach the order book with aggressive orders, the market may experience corrections of up to 10% in the short term.
On-chain analyses reveal that an address active since 2011, originally holding 80,009 BTC, initiated a series of historic transfers in July 2025, generating shockwaves in the market.
🌐 On-chain context
On July 4, 2025, two wallets created in April 2011 moved a total of 20,000 BTC (about US$ 2.34 billion) to new addresses, marking the largest known shift in foundational addresses up to that point. Hours later, three more wallets from May 2011 transferred an additional 30,000 BTC (approximately US$ 3.5 billion) to settlement platforms, along with 30,009 BTC relocated to custody wallets, totaling 80,009 BTC (US$ 8.69 billion) mobilized by the so-called “2011 whale.”
🪙 Movements and destinations
Of this amount, at least 40,000 BTC were sent directly to exchanges such as Galaxy Digital and Binance, suggesting an intention to realize immediate profits, while the remainder was migrated to modern SegWit wallets, possibly for technical security reasons.
📈 Price impact
The transfers triggered a slight sell-off, with BTC retreating from US$ 118,000 to US$ 112,000 within 24 hours, reflecting the sudden supply pressure in the order book. On-chain indicators also showed a drop in the long-term holder index, signaling the realization of historic profits.
🔍 Possible motivations
Experts suggest that the holder is looking to realize some profits after an appreciation of over 14,000,000% since 2011, or that it is a security upgrade via SegWit migration to reduce fees and risks associated with old addresses.
⚠️ Outlook and risks
If these 40,000 BTC dumped reach the order book with aggressive orders, the market may experience corrections of up to 10% in the short term.
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🚀 Investors abandon 60/40 model and increase share in cryptocurrencies
Historic change in diversification: investors reduce exposure to stocks and bonds to gain yield and protection in digital assets.
🔄 Allocation change
In recent months, large managers and funds have begun to reduce about 20% of the traditional 60% stocks/40% bonds allocation, reallocating that amount to cryptocurrencies like Bitcoin and Ethereum.
📊 Comparative performance
Portfolios that include 5–10% in crypto have shown an annual total return of up to 48%, compared to 16% of traditional 60/40 models, benefiting from the recent rally in digital markets.
💡 Motivations
The combination of high inflation, negative real interest rates, and low correlation between crypto assets and financial markets has driven the adoption of Bitcoin as an alternative "safe haven" and Ethereum for exposure to decentralized finance.
📈 Market impact
The increase in institutional demand for cryptocurrencies has raised the liquidity of BTC/USD and ETH/USD pairs by 30%, while portfolio index providers have launched new products mitigating volatility with automatic rebalancing strategies.
⚠️ Risks and outlook
Experts warn of swings exceeding 15% in a month, recommending moderate allocations and quarterly reassessments to avoid overexposure during periods of sharp correction. The trend, however, signals a permanent redesign of modern portfolio theory.
#BinanceHODLerERA
Historic change in diversification: investors reduce exposure to stocks and bonds to gain yield and protection in digital assets.
🔄 Allocation change
In recent months, large managers and funds have begun to reduce about 20% of the traditional 60% stocks/40% bonds allocation, reallocating that amount to cryptocurrencies like Bitcoin and Ethereum.
📊 Comparative performance
Portfolios that include 5–10% in crypto have shown an annual total return of up to 48%, compared to 16% of traditional 60/40 models, benefiting from the recent rally in digital markets.
💡 Motivations
The combination of high inflation, negative real interest rates, and low correlation between crypto assets and financial markets has driven the adoption of Bitcoin as an alternative "safe haven" and Ethereum for exposure to decentralized finance.
📈 Market impact
The increase in institutional demand for cryptocurrencies has raised the liquidity of BTC/USD and ETH/USD pairs by 30%, while portfolio index providers have launched new products mitigating volatility with automatic rebalancing strategies.
⚠️ Risks and outlook
Experts warn of swings exceeding 15% in a month, recommending moderate allocations and quarterly reassessments to avoid overexposure during periods of sharp correction. The trend, however, signals a permanent redesign of modern portfolio theory.
#BinanceHODLerERA
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🚨 The US pressures Brazil to deactivate Pix, claiming harm to American companies
In an investigation under Section 301 of the Trade Act of 1974, the Trump administration includes Pix in 'anti-competitive' practices and considers requiring its discontinuation to protect US payment giants.
🌐 Context of the investigation
On Tuesday (July 15), the Office of the United States Trade Representative (USTR) opened an inquiry into Brazilian policies that may have 'distorted' electronic services trade. Among the targets are Pix, Rua 25 de Março, and intellectual property issues, in an investigation that could lead to sanctions and tariffs of up to 50% on Brazilian products.
💳 Pix at the center of the debate
The instant, free, and widely adopted system in Brazil is pointed out as 'favoring state service' that creates entry barriers for American electronic payment companies — such as Visa, Mastercard, PayPal, and Stripe — by competing directly without charging transaction fees.
⚖️ American claim
The USTR report suggests that the success of Pix 'harms or unfairly restricts' the operation of US fintechs and banks, and recommends that Brazil review or end the program to restore 'fair competitiveness' in the electronic payments market.
🚨 Possible developments
If Brazil does not meet the demands, the US may impose tariffs on Brazilian imports or even prohibit transactions from Brazilian companies on American soil. The pressure is expected to be a topic in bilateral meetings and may influence decisions regarding PIX in national regulatory bodies.
⚠️ Risks and perspectives
Although Pix is a key piece in Brazilian financial inclusion, the intensification of the trade dispute could lead to economic retaliation affecting exports and supply chains. Domestically, movements for digital sovereignty and citizen protection will clash with pressures to comply with international standards.
In an investigation under Section 301 of the Trade Act of 1974, the Trump administration includes Pix in 'anti-competitive' practices and considers requiring its discontinuation to protect US payment giants.
🌐 Context of the investigation
On Tuesday (July 15), the Office of the United States Trade Representative (USTR) opened an inquiry into Brazilian policies that may have 'distorted' electronic services trade. Among the targets are Pix, Rua 25 de Março, and intellectual property issues, in an investigation that could lead to sanctions and tariffs of up to 50% on Brazilian products.
💳 Pix at the center of the debate
The instant, free, and widely adopted system in Brazil is pointed out as 'favoring state service' that creates entry barriers for American electronic payment companies — such as Visa, Mastercard, PayPal, and Stripe — by competing directly without charging transaction fees.
⚖️ American claim
The USTR report suggests that the success of Pix 'harms or unfairly restricts' the operation of US fintechs and banks, and recommends that Brazil review or end the program to restore 'fair competitiveness' in the electronic payments market.
🚨 Possible developments
If Brazil does not meet the demands, the US may impose tariffs on Brazilian imports or even prohibit transactions from Brazilian companies on American soil. The pressure is expected to be a topic in bilateral meetings and may influence decisions regarding PIX in national regulatory bodies.
⚠️ Risks and perspectives
Although Pix is a key piece in Brazilian financial inclusion, the intensification of the trade dispute could lead to economic retaliation affecting exports and supply chains. Domestically, movements for digital sovereignty and citizen protection will clash with pressures to comply with international standards.
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