Tariffs Fall, Crypto Rises

DAILY MARKET OVERVIEW

🔄 Markets Flip the Script

👋 Hey, Crypto Enthusiasts! Markets made a quick turn today. Let’s break down what changed and why it matters.

Just 24 hours ago, the market looked ready to break down. Bitcoin dropped toward $106K, and altcoins followed in a sharp pullback. But today, the mood has shifted dramatically. A major court ruling on tariffs and growing signs of hidden liquidity are giving the bulls something to hold onto.

👨‍⚖️ Trump’s Tariffs Ruled Illegal, and Markets React Fast

In a landmark decision, the US Court of International Trade ruled that President Trump’s latest round of global tariffs overstepped legal boundaries.

• The court found that the executive orders issued under the International Emergency Economic Powers Act were “contrary to law.” 
  

• Specifically, the ruling states that economic concerns like trade imbalances or wage pressure do not justify invoking emergency powers for tariffs.

This decision directly targets the April 2 tariff policy, which introduced a 10% baseline duty and new reciprocal tariffs aimed at multiple countries. However, earlier sector-specific tariffs, such as those on steel and autos, remain untouched for now.

The ruling follows legal challenges brought by small businesses and a coalition of 12 US states. Plaintiffs argued that the tariffs disrupted supply chains and harmed public services.

Markets responded quickly:

• US stock futures jumped 1.5%

• Asian markets rallied overnight

• Investors viewed the legal block as a step back from escalating trade tensions

While the administration is expected to appeal, the legal blow has already prompted a shift in tone. Officials are exploring temporary tariff truces with major partners, including China and the EU.

🥇 Why Bitcoin and Gold Are Back in the Spotlight

While the legal ruling triggered the initial market bounce, another force is driving asset rotation: liquidity.

Governments aren’t printing money directly, but money is still flowing into the system. 

• Here’s how: Commercial banks are buying short-term government debt, which expands their balance sheets and quietly adds liquidity to the financial system.

This is a familiar playbook. In the 1970s, similar backdoor money expansion contributed to inflation and made hard assets like gold surge. Today, Bitcoin is playing the same role gold once did as a hedge against hidden monetary debasement.

What’s happening now:

• The US government is issuing mostly short-term debt, which is easier for banks to absorb and move quickly through markets

• China is injecting liquidity into its economy and allowing its currency to weaken against gold, a signal that it is prioritizing real assets over currency strength

Why this matters:

• Increased liquidity tends to lift asset prices

• Investors are flocking to Bitcoin and gold as reliable stores of value

• These assets aren’t tied to a single country’s fiscal policy or political volatility

Bottom Line:
The court ruling brought immediate relief, but the deeper story is about money, how it’s being created, where it’s going, and what assets benefit. Bitcoin and gold are winning quietly as governments rely on stealth liquidity to stabilize their economies.

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SOCIAL SENTIMENT

Ethereum Steps Into the Spotlight

The crypto conversation has shifted fast, and Ethereum is at the center of it.

SharpLink Gaming, a Nasdaq-listed company, announced it will convert $425 million of capital into Ethereum as its primary treasury reserve asset. This bold move mimics the strategy MicroStrategy used with Bitcoin, and the crypto community has welcomed it with open arms.

The reaction has been immediate in the price action. ETH is outperforming BTC, and sentiment across social platforms is surging.

• Influential voices like Arthur Hayes and CredibleCrypto are openly bullish, predicting what they call a “hated rally” after ETH’s long period of underperformance.
  

• Meanwhile, Consensys is advancing its enterprise Ethereum push, making a clear case for ETH as both infrastructure and investment.

🇺🇸 XRP: Quiet Strength With a Political Edge

XRP has managed to hold its ground after its large rally in December. While not making headlines daily, it remains a favorite among traders looking for a political and institutional angle.

With possible ETF integration, stronger ties to traditional finance, and growing lobbying presence in Washington, XRP is positioning itself as more than just a speculative asset. Its regulatory clarity, compared to many altcoins, gives it an edge in uncertain markets.

📔 Sentiment Snapshot

• Risk appetite is rotating toward ETH and XRP

• Bitcoin remains stable, but it’s not the main narrative driver right now

• Investors are focusing on real-world utility, regulation readiness, and institutional interest

This is no longer a market driven by hype or short-term speculation. Traders are rotating into assets with long-term narratives, regulatory resilience, and corporate adoption. ETH and XRP are now front and center.

NEWS OVERVIEW

The Latest Crypto Headlines 📰 

Sol Strategies Files $1B Prospectus to Fuel Solana Investments
Sol Strategies filed to raise up to $1 billion to expand its Solana investments, following a $500M convertible note and major stock surge.

Norway’s K33 Launches Bitcoin Treasury Strategy With $6.2M Raise
Norwegian crypto firm K33 raised $6.2 million to begin holding bitcoin as a treasury asset and expand its crypto product offerings.

Circle Freezes $58M in USDC Linked to Libra Memecoin Scandal
Circle froze two wallets tied to Argentina’s Libra token scandal, as investigations continue into political involvement and fraud claims.

Russia Approves Crypto Derivatives for Qualified Investors
Russia’s central bank will now allow non-deliverable crypto derivatives for qualified investors, with Sberbank and exchanges joining in.

YOUTUBE INFLUENCER SUMMARY

Summary From The Top Influencers 📷️ 

Altcoin Daily – Best Crypto Investing Strategy in Summer 2025 (29.05.2025 Summary)

This summary distills Arthur Hayes’ key market insights and crypto investment strategies from his Altcoin Daily interview. It includes his price predictions, altcoin views, macroeconomic warnings, and the technical and psychological metrics he uses to guide his trades. Ideal for both new and experienced investors looking to understand Hayes’ playbook for summer 2025.

TLDR

• Arthur Hayes predicts Bitcoin could reach $250K by end of 2025

• Believes Ethereum (ETH) is undervalued and likely to outperform due to being the “most hated” L1

• Warns that altcoin season will be selective, favoring quality coins with real use cases

• Focuses heavily on global liquidity trends and bond market volatility to time entries and exits

• Doesn’t believe in the classic 4-year cycle, instead follows policy and liquidity shifts

Bitcoin Price Outlook

• Hayes maintains a $250K price target for Bitcoin by end of 2025

  • Chosen for psychological reasons (round numbers)

  • Not based on a formula but aligned with fiat debasement trends

• Believes Bitcoin will continue to outperform fiat currencies over time as governments keep printing money

Why Bitcoin Rises: Technology + Liquidity

• Technology: Bitcoin's fixed supply and decentralized architecture make it a reliable store of value

• Liquidity: The real driver is global fiat creation. As governments print more money to service debt, Bitcoin appreciates in fiat terms

Key Metrics Hayes Watches

• Global liquidity (M2 money supply): More money = higher BTC

• MOVE Index (bond market volatility): If it hits 135-140, central banks usually intervene with liquidity, benefiting BTC

• Hayes does not use price targets or timelines to sell, but instead watches macro shifts and liquidity changes

Altcoin Strategy

• Hayes expects an altcoin season, but:

  • It will be selective, not a blanket 10x rally like in 2021

  • Coins with real traction and use cases will lead

  • Dead projects without utility won’t participate
    

• ETH is his top pick due to:

  • Strong developer community

  • Secure network and deep DeFi roots

  • Mean reversion after underperformance

  • Despite underwhelming price moves from Layer 2s, he sees long-term institutional appeal

Views on Other Coins

• XRP over Cardano: Hayes favors XRP due to stronger political connections and clearer use-case narratives

• Sees Cardano as having too much competition in L1s and lacking meaningful traction

• Tron and stablecoins: Dismisses U.S. stablecoin regulation as largely irrelevant globally

  • U.S. consumers already have good fiat rails

  • Real product-market fit lies with Tether, serving unbanked populations worldwide

Profit-Taking Advice

• Rather than using fixed price targets, Hayes recommends selling when market expectations diverge from macro realities

  • Example: He exited alts before Trump’s inauguration in 2021 and re-entered after policy shifts

• Emphasizes that trying to time exact tops or bottoms is a fool’s game

Final Thoughts

• Investors should be patient and not expect immediate returns

• Avoid excessive leverage, focus on long-term structural drivers

• Believes the trend of monetary debasement will keep benefiting Bitcoin

• Ends with blunt advice: “Buy everything.”
  

Josh Olszewicz – Alt Coins: Seasonal Weakness Approaches (29.05.2025 Summary)

Josh Olszewicz’s full market analysis from his latest YouTube video. It covers his views on Bitcoin, altcoins, technical trends, and macro expectations heading into summer 2025. If you're trading or holding alts, this is essential reading to understand the seasonal headwinds, liquidity trends, and sentiment signals he’s tracking.

TLDR

• Seasonal weakness expected in June–July, especially for altcoins

• BTC has posted 8 straight green weeks, making a pullback likely

• Bitcoin dominance is rising, making altcoins unattractive in the near term

• Liquidity via stablecoin issuance is flatlining, hurting alt momentum

• Q4 may bring better altcoin setups, but Josh is bearish short term

• Avoid chasing hype coins or illiquid meme tokens at current levels

Bitcoin Rally Looks Tired

• BTC is up 50% from the bottom and 8 weeks in a row — historically, 9 green weeks is unprecedented

• A technical reversal could be forming; BTC may revisit support zones around $103K to $94K

• Josh has begun closing long positions and prefers to stay liquid for now

• He identifies trailing stop-loss zones at $106K, $103K, and $94K

• Cautions that BTC’s downside risk ($93K) outweighs short-term upside ($120K)

Altcoins Face Seasonal and Structural Weakness

• Alts tend to underperform when BTC pulls back — “alts get smacked 2x harder”

• BTC dominance is rising, showing strong Bitcoin-led trends with little alt participation

• Josh sees no compelling reason to buy or hold alts through Q3

• Suggests that “waiting until September or Q4” offers better risk/reward for alts

• Even bullish charts like Total2 are stretched and far from mean reversion levels

Stablecoin Liquidity Flatlines

• Stablecoin supply growth is a key altcoin fuel, but it's stalled:

  • USDC is flat at ~$61B

  • USDT rose slightly to ~$153B but lacks consistent new issuance

• Without this “liquidity pipe,” altcoins struggle to gain momentum

Individual Coin Comments

ETH:

• Chart shows possible ascending triangle or flag, but BTC pullback would kill momentum

• ETH’s own setup looks decent, but it’s too risky to size in without BTC support

SOL & XRP:

• Solana setup failed to break out, retraced quickly

• XRP is stuck in a long-term range and could break down if BTC falls

Pepe, ENA, meme coins:

• High volatility, no clear direction

• Josh has “zero confidence” in short-term continuation

Monero (XMR):

• Possible six-year ascending triangle, long-term bullish structure

• But realistically could chop or pull back significantly before any breakout

Farcoin, LINK, UNI, other small caps:

• Too speculative and fragile if BTC retraces

• Likely to be sold first during a risk-off move

Macro and Sentiment Observations

• Summer seasonality and low trading volumes could trigger pullbacks and choppy price action

• Retail traders are still chasing hype coins and meme narratives, despite low follow-through

• Josh flags the growing trend of public companies buying BTC (e.g. GME, DJT)

  • Warns that these firms may lack long-term conviction and could sell into future downturns

CRYPTO MEMES

When ETH Finally Pumps