President Trump’s administration is preparing to send notification letters—covering around 100 countries—by July 9, outlining tariff changes ranging from 10 % up to 70 %. If trade deals aren’t reached by August 1, these tariffs will be implemented .
This includes an extra 10 % surcharge on imports from countries aligning with the BRICS bloc (China, India, Russia, etc.) .
2. Shifting Deadlines Fuel Uncertainty
While initial tariffs were announced in April with a July start, the administration is now pushing enforcement to August 1, while stressing that this isn't a delay but a firm enforcement date .
Critics call this shifting messaging a negotiation tactic—or theatrics. Commerce Secretary Lutnick and Treasury Secretary Bessent stepped in to clarify the administration’s intentions .
3. Global Market Jitters
U.S. stock futures dipped and the greenback strengthened following these announcements .
Investors remain on edge, wary of how economic dynamics—such as inflation concerns, possible stagflation, and growth risks—might unfold .
4. Mixed Trade Progress
The administration has struck deals with the U.K. and Vietnam, with limited understandings reached with China. Negotiations with India and the EU are ongoing .
Countries like Thailand and others are already offering concessions to avoid tariffs .
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Why It Matters
For U.S. businesses and consumers: Research points to an estimated $82 billion in added costs for employers, potentially leading to rising prices or wage/production cuts .
Economy-wide toll: A new analysis suggests these tariffs could increase the average U.S. household cost by ~$1,200 in 2025, with broader drag on GDP & inflation .
Legal pushback: Some of the earlier “Liberation Day” tariffs were struck down by the Court of International Trade under IEEPA, though others (like Section 232/301 tariffs) remain in force .
Portfolio diversification: Helping allocate capital across assets.
4. Automation Help
Bot scripting: Writing or improving trading bots (e.g., using Python + APIs like Binance, Bybit, etc.)
Signal integration: Connecting indicators to execute trades.
5. Trade Journaling & Evaluation
Recording trades with reasoning.
Reviewing past trades for improvement.
Calculating win rates, expectancy, Sharpe ratio, etc.
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📈 Sample Trade Log (Manual)
Date Asset Entry Price Exit Price P/L % Strategy Notes
2025-06-15 BTC/USDT $66,200 $67,800 +2.4% Breakout Long Entered after bull flag break 2025-06-13 ETH/USDT $3,520 $3,420 -2.8% Reversal Trade Stopped out at key support
The Ministry of Finance, in coordination with the State Bank of Vietnam (SBV), has been instructed by the Prime Minister to draft a comprehensive legal framework for crypto and digital assets—scheduled for completion by March 2025 .
In March 2025, deputy minister Nguyen Duc Chi announced that a pilot cryptocurrency exchange would launch immediately under a new government resolution .
The government is implementing sandbox testing in key financial centers (e.g. Ho Chi Minh City, Da Nang) to trial fintech, crypto exchange, issuance, NFTs, mining, etc. .
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⚙️ 2. Draft Legislation & Strategic Plans
Three major policy documents are currently in development :
1. Draft Digital Technology Industry (DTI) Law – includes the first formal definitions of digital assets/crypto and provision for regulatory sandboxes. Discussion expected May 2025.
2. Draft Financial Centre Resolution – outlines licensing, oversight, incentives, and sandbox procedures in national financial hubs.
3. Draft Crypto Pilot Resolution – sets scope and duration (likely 2025–2027) for pilot activities including trading, custody, issuance, and coordination among key ministries.
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🏦 3. Oversight & AML Measures
The frameworks emphasize anti-money laundering (AML) and counter-terrorist financing (CTF) compliance, with heavy penalties for unlicensed or illegal exchanges .
Technical and cybersecurity standards are being established alongside protections like insurance funds and transparency reporting for licensed platforms .
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💸 4. Taxation & Revenue
Cryptos are not yet classified as legal assets or payments, but pilot exchange trades may be taxed similarly to securities.
A 0.1% transaction tax, coupled with personal income tax (PIT) on gains and licensing fees, could potentially generate $800 million+ annually .
Key challenges include: classification uncertainties; anonymity; capital flight; and technical limitations on enforcement .
#MetaplanetBTCPurchase The hashtag #MetaplanetBTCPurchase refers to Metaplanet Inc.’s recent strategy of purchasing Bitcoin (BTC) as part of its corporate treasury — similar to how MicroStrategy has been building its BTC position since 2020.
🧠 What Is Metaplanet?
Metaplanet Inc. is a Japan-based investment and consulting company listed on the Tokyo Stock Exchange. It recently made headlines for allocating a portion of its balance sheet to Bitcoin, making it one of the first publicly traded Japanese companies to take this kind of Bitcoin-focused treasury approach.
📌 Highlights of the BTC Purchase:
Initial Purchase: In April 2024, Metaplanet announced its first Bitcoin purchase of 117.7 BTC (~¥1.2 billion at the time).
Strategic Treasury Shift: The move was inspired by the MicroStrategy playbook, with Bitcoin being used as a hedge against inflation and yen devaluation.
Stock Reaction: Metaplanet’s stock price surged over 100% following the news, showing strong investor support.
Ongoing Accumulation: The company has continued purchasing Bitcoin, signaling a long-term Bitcoin-focused strategy. 🧾 Why This Matters:
Bitcoin Institutional Adoption: This marks an important step in institutional and corporate adoption of Bitcoin in Asia, particularly Japan, where regulation is more conservative.
Currency Hedge: With Japan’s monetary policy remaining ultra-loose and the yen weakening, Bitcoin is viewed as a store of value alternative.
MicroStrategy Model Expansion: The strategy shows that other global companies are willing to follow MicroStrategy's footsteps.
🔮 What to Watch:
Will other Japanese or Asian companies follow Metaplanet's lead?
How will Japanese regulators react to more corporate BTC accumulation?
Can Metaplanet sustain growth and shareholder trust with a BTC-centric treasury?
Trump Media & Technology Group (TMTG), the parent of Truth Social, is raising approximately $2.3–2.5 billion in a private placement to build one of the largest corporate Bitcoin treasuries ever by a publicly traded U.S. company .
The fundraising includes around $1.5 B in common stock and $1 B in zero-interest convertible notes—with total proceeds reported between $2.32 B (filing) and $2.5 B (media reports) .
The deal involves ~50 institutional investors and is expected to close by May 29, 2025 .
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🎯 Purpose and Strategy
Acquire Bitcoin as a corporate treasury asset, aiming for greater financial sovereignty, claiming it will help the company defend against banking system bias .
Plan to use BTC across platforms: subscriptions, token rewards, tokenization, fintech, and possibly a digital wallet or token via its Truth+ service .
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🔐 Infrastructure & Oversight
Custody handled by Crypto.com and Anchorage Digital .
Financial and legal partners include Yorkville Securities, Clear Street, Cantor Fitzgerald, Nelson Mullins, and Reed Smith .
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📁 Regulatory Filing
On June 6, 2025, TMTG filed an SEC S‑3 registration for a ~$2.3 B deal with 56 million equity shares and 29 million convertible notes, plus a shelf provision for future capital flexibility .
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📊 Why it matters
Would position TMTG among the top 5 globally in corporate BTC holdings .
Signals a larger strategic shift in corporate finance, with Bitcoin being treated as “financial freedom” rather than speculative asset .
Trump Media & Technology Group (TMTG), the parent of Truth Social, is raising approximately $2.3–2.5 billion in a private placement to build one of the largest corporate Bitcoin treasuries ever by a publicly traded U.S. company .
The fundraising includes around $1.5 B in common stock and $1 B in zero-interest convertible notes—with total proceeds reported between $2.32 B (filing) and $2.5 B (media reports) .
The deal involves ~50 institutional investors and is expected to close by May 29, 2025 .
🎯 Purpose and Strategy
Acquire Bitcoin as a corporate treasury asset, aiming for greater financial sovereignty, claiming it will help the company defend against banking system bias .
Plan to use BTC across platforms: subscriptions, token rewards, tokenization, fintech, and possibly a digital wallet or token via its Truth+ service .
🔐 Infrastructure & Oversight
Custody handled by Crypto.com and Anchorage Digital .
Financial and legal partners include Yorkville Securities, Clear Street, Cantor Fitzgerald, Nelson Mullins, and Reed Smith .
📁 Regulatory Filing
On June 6, 2025, TMTG filed an SEC S‑3 registration for a ~$2.3 B deal with 56 million equity shares and 29 million convertible notes, plus a shelf provision for future capital flexibility .
📊 Why it matters
Would position TMTG among the top 5 globally in corporate BTC holdings .
Signals a larger strategic shift in corporate finance, with Bitcoin being treated as “financial freedom” rather than speculative asset .
Cardano is a third-generation blockchain platform developed by IOHK and led by Charles Hoskinson, a co-founder of Ethereum. It aims to offer a more scalable, secure, and sustainable blockchain by using a proof-of-stake (PoS) consensus mechanism called Ouroboros.
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🔥 Key Topics in the Cardano Debate
1. Slow Development vs. Scientific Approach
Pro: Cardano takes a peer-reviewed, research-driven approach to development, ensuring long-term reliability.
Con: Critics argue that this approach is too slow, causing delays in smart contract deployment and real-world use.
2. Smart Contracts & dApps
Pro: With the launch of Alonzo hard fork, Cardano now supports smart contracts.
Con: Developers complain about limited tooling, Haskell-based Plutus language complexity, and low dApp activity compared to Ethereum or Solana.
3. Scalability
Pro: Cardano is planning solutions like Hydra (layer-2 scaling) to handle high transaction throughput.
Con: Many say these are still under development, making Cardano lag behind faster networks like Solana or Avalanche.
4. Ecosystem & Adoption
Pro: Cardano has a large, passionate community and is actively expanding in Africa and developing regions.
Con: Critics argue that actual usage and real DeFi activity on the network are far below expectations.
5. Leadership & Hype
Pro: Charles Hoskinson is an articulate and visionary leader who emphasizes transparency and science.
Con: Some accuse him of focusing too much on marketing and controversial statements, rather than delivering on promises.
Cardano is a third-generation blockchain platform developed by IOHK and led by Charles Hoskinson, a co-founder of Ethereum. It aims to offer a more scalable, secure, and sustainable blockchain by using a proof-of-stake (PoS) consensus mechanism called Ouroboros.
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🔥 Key Topics in the Cardano Debate
1. Slow Development vs. Scientific Approach
Pro: Cardano takes a peer-reviewed, research-driven approach to development, ensuring long-term reliability.
Con: Critics argue that this approach is too slow, causing delays in smart contract deployment and real-world use.
2. Smart Contracts & dApps
Pro: With the launch of Alonzo hard fork, Cardano now supports smart contracts.
Con: Developers complain about limited tooling, Haskell-based Plutus language complexity, and low dApp activity compared to Ethereum or Solana.
3. Scalability
Pro: Cardano is planning solutions like Hydra (layer-2 scaling) to handle high transaction throughput.
Con: Many say these are still under development, making Cardano lag behind faster networks like Solana or Avalanche.
4. Ecosystem & Adoption
Pro: Cardano has a large, passionate community and is actively expanding in Africa and developing regions.
Con: Critics argue that actual usage and real DeFi activity on the network are far below expectations.
5. Leadership & Hype
Pro: Charles Hoskinson is an articulate and visionary leader who emphasizes transparency and science.
Con: Some accuse him of focusing too much on marketing and controversial statements, rather than delivering on promises.
#IsraelIranConflict Iran is supported to some degree by Russia and China and has working relationships with some regional Shia groups.
Abraham Accords:
Signed in 2020, they normalized Israel’s relations with Gulf states like the UAE and Bahrain—something Iran strongly opposed, seeing it as an anti-Iran alliance.
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🚨 Recent Escalations (2024–2025)
2024: An Israeli airstrike near Damascus killed high-ranking IRGC officers, sparking Iranian threats of retaliation.
April 2025: Iran launched a drone and missile barrage in response to Israeli attacks, most of which were intercepted by Israel’s air defense.
May 2025: Reports of Israeli sabotage inside Iran's nuclear facilities stirred fears of open war.
Signed in 2020, they normalized Israel’s relations with Gulf states like the UAE and Bahrain—something Iran strongly opposed, seeing it as an anti-Iran alliance.
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🚨 Recent Escalations (2024–2025)
2024: An Israeli airstrike near Damascus killed high-ranking IRGC officers, sparking Iranian threats of retaliation.
April 2025: Iran launched a drone and missile barrage in response to Israeli attacks, most of which were intercepted by Israel’s air defense.
May 2025: Reports of Israeli sabotage inside Iran's nuclear facilities stirred fears of open war.
1979 Iranian Revolution: After the Islamic Revolution, Iran severed ties with Israel, calling it an illegitimate "Zionist regime."
Ideological Differences: Iran’s leadership, especially the Islamic Revolutionary Guard Corps (IRGC), views Israel as a regional adversary and opposes its existence. Israel, in return, sees Iran as a key threat due to its nuclear ambitions and support for anti-Israel militant groups.
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🛰️ Key Issues
1. Nuclear Weapons Program
Iran is suspected of pursuing nuclear weapons, although it claims its program is for peaceful purposes.
Israel has consistently lobbied for international pressure and has even conducted covert operations (e.g., sabotage, assassinations of Iranian scientists) to delay or derail Iran’s nuclear progress.
The JCPOA (Iran Nuclear Deal) was signed in 2015 but has been in disarray since the U.S. withdrew in 2018 under President Trump.
2. Proxy Warfare
Iran funds and arms several proxy groups that are hostile to Israel:
Hezbollah in Lebanon
Hamas and Palestinian Islamic Jihad in Gaza
Shia militias in Syria and Iraq
These groups engage in rocket attacks, tunnel warfare, and other forms of asymmetric warfare against Israel.
3. Syria as a Battlefield
Israel has conducted hundreds of airstrikes in Syria targeting Iranian positions and arms shipments to Hezbollah.
Iran uses Syria as a corridor to move weapons to its proxies and to establish a military presence near Israel’s border.
4. Cyber Warfare
Both countries have engaged in cyberattacks. Notable incidents include:
The Stuxnet virus (allegedly developed by the U.S. and Israel) which damaged Iran’s nuclear facilities.
Iranian hackers have targeted Israeli infrastructure and vice versa.
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🌍 Regional & Global Impact
Allies and Alignments:
Israel is backed by the U.S. and maintains quiet relations with several Arab states (UAE, Bahrain, Saudi Arabia) that also view Iran as a threat.
Trade marketing refers to marketing activities and strategies focused on increasing demand at the wholesaler, retailer, or distributor level, rather than at the consumer level. It's a B2B (Business-to-Business) strategy aimed at getting products into stores and making them sell better through retail and distribution channels.
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🔹 Objectives of Trade Marketing
1. Increase product availability in retail outlets.
2. Strengthen relationships with trade partners (distributors, retailers).
3. Maximize shelf space and in-store visibility.
4. Encourage retailers to prioritize your brand.
5. Boost sell-through (from retailer to end customer).
6. Ensure smooth product flow from production to point of sale.
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🔹 Key Elements of Trade Marketing
Element Description
Trade Promotions Discounts, incentives, or deals offered to distributors/retailers to promote sales. Merchandising In-store display management (planograms, POSM, product visibility). Retailer Training Educating sales staff about the brand and how to sell it effectively. Channel Marketing Tailoring marketing efforts for each distribution channel. Category Management Optimizing product assortment, placement, and pricing within a category. B2B Advertising Marketing to business customers through industry magazines, digital platforms, or trade shows.
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🔹 Trade Marketing Strategies
1. Trade Promotions Campaigns
Volume-based discounts
Buy-back guarantees
Trade allowances
2. Joint Marketing Activities
Co-branded promotions with retailers
In-store demo days or events
3. Data Sharing & Insights
Providing retailers with market intelligence to support their business
4. Retail Execution
Ensuring execution of planograms, POP (Point of Purchase) materials, and shelf health checks
5. Loyalty Programs for Retailers
Rewarding consistent or high-performing trade partners
6. Digital Trade Marketing
Using tools like digital catalogs, trade portals, and CRM to manage distributor relationships
Trade marketing refers to marketing activities and strategies focused on increasing demand at the wholesaler, retailer, or distributor level, rather than at the consumer level. It's a B2B (Business-to-Business) strategy aimed at getting products into stores and making them sell better through retail and distribution channels.
---
🔹 Objectives of Trade Marketing
1. Increase product availability in retail outlets.
2. Strengthen relationships with trade partners (distributors, retailers).
3. Maximize shelf space and in-store visibility.
4. Encourage retailers to prioritize your brand.
5. Boost sell-through (from retailer to end customer).
6. Ensure smooth product flow from production to point of sale.
---
🔹 Key Elements of Trade Marketing
Element Description
Trade Promotions Discounts, incentives, or deals offered to distributors/retailers to promote sales. Merchandising In-store display management (planograms, POSM, product visibility). Retailer Training Educating sales staff about the brand and how to sell it effectively. Channel Marketing Tailoring marketing efforts for each distribution channel. Category Management Optimizing product assortment, placement, and pricing within a category. B2B Advertising Marketing to business customers through industry magazines, digital platforms, or trade shows.
---
🔹 Trade Marketing Strategies
1. Trade Promotions Campaigns
Volume-based discounts
Buy-back guarantees
Trade allowances
2. Joint Marketing Activities
Co-branded promotions with retailers
In-store demo days or events
3. Data Sharing & Insights
Providing retailers with market intelligence to support their business
4. Retail Execution
Ensuring execution of planograms, POP (Point of Purchase) materials, and shelf health checks
5. Loyalty Programs for Retailers
Rewarding consistent or high-performing trade partners
6. Digital Trade Marketing
Using tools like digital catalogs, trade portals, and CRM to manage distributor relationships