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BREAKING: 🇺🇸 Trump administration says it’s ending all “unnecessary regulations” for Bitcoin and crypto.
What this actually means: - Fewer regulatory choke points for builders and exchanges - Lower compliance friction for banks and institutions - Faster approvals, clearer rules, more capital moving on-chain
This isn’t about hype. It’s about removing barriers.
When regulation steps back, adoption speeds up. And markets are rarely priced for that shift. #StrategyBTCPurchase
Stocks and crypto are about to face one of the most dangerous combinations of news we’ve seen in months.
Two huge events are hitting at the same time: 1) New Trump tariffs on Europe 2) A Supreme Court ruling on tariffs
Both land together when markets reopen.
That is a recipe for extreme volatility.
Over the weekend, Trump announced a fresh 10% tariff on the EU. This is the first major tariff escalation in almost three months.
The last time we got a big tariff shock, on October 10: - The S&P 500 dumped hard - Crypto saw its biggest crash in five years
This is not small news, as these EU tariffs threaten trade flows worth nearly $1.5 trillion.
And here's why it could get worse.
There is now serious talk that Europe could retaliate. If the EU starts building trade deals with countries that the US is also sanctioning, the US risks being pushed out of key trade routes.
That would be: - Bearish for US stocks - Bearish for the dollar - Bearish for global risk sentiment
Now add the second bomb.
On Tuesday, the Supreme Court is expected to rule on whether Trump’s tariffs are legally valid.
They have already delayed it twice, but now a ruling is expected.
Markets currently believe there is a strong chance the Court rules against him.
That creates two dangerous paths:
If the Court rules AGAINST Trump: - It means his tariffs are legally weak - It breaks confidence in policy stability - The stock market has been rallying on tariff optimism - That optimism could collapse fast - A violent sell-off becomes very likely
If the Court rules IN FAVOR of Trump: - Then markets must fully price the damage of the EU tariffs - Trade disruption becomes real - Growth risk increases - Stocks and crypto still face heavy pressure
Both are bad for risk assets.
This is why next week is so dangerous.
Markets are walking into: - A major tariff shock - A legal ruling that can change policy credibility
And you need to be prepared for some insane volatility. #MarketRebound
I’ve been analyzing this for 12 hours and it’s smth I haven’t seen before.
$4,700,000,000,000 will flood the US economy over the next 12 months.
And this is GIGA, GIGA BULLISH for markets for the next 9 months, but…
Most people are not ready for what’s coming, but I see the largest wealth transfer in American history.
Let me explain this in simple words.
This $4.7T does not hit all at once.
It hits in WAVES.
And the people who win are the ones who position BEFORE the wave, NOW.
Here is the $4.7T math.
About $1.2T in tax refunds. About $2.1T in corporate cash coming home. About $1.4T from bonus depreciation.
That is about 3x bigger than the 2008 bailout and about 20% of the entire US economy hitting in about 9 months.
That one statement explains a lot.
WAVE 1 (Feb to Jun): $1.2T hits consumer accounts. Where it goes: 35% debt repayment, 25% discretionary spending, 20% savings, 20% essentials. This is when markets front run the “consumer pump” before it shows in data.
WAVE 2 (Jul to Sep): $2.1T corporate repatriation. Where it goes: 40% stock buybacks, 30% dividends, 20% M and A, 10% investment. This is when buybacks and dividend headlines stack up and markets rip first.
WAVE 3 (Q3 to Q4): $1.4T bonus depreciation turns on. What it does: companies write off capex immediately, so spending gets pulled forward fast. In 2017, industrial stocks surged 34% off this exact catalyst.
But why Trump is doing it.
He needs growth headlines fast. He needs stocks pumping into the election narrative. And he needs to inflate the debt problem away by pushing more money through the system.
NOW THE WORST PART, BUT IT IS STILL BULLISH FIRST.
Liquidity events do not create calm. They create MOVES.
The spending can be real, and the market can still rip, even if people scream “bubble”.
THE MATH SAYS BUY RISK.
But the TRAP is simple.
If assets pump while wages lag, your cash loses value. That is why Wave 4 is the inflation response later.