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13 Jun 2025

The US Senate has advanced the GENIUS stablecoin bill with a 68-30 vote, setting it up for debate and a full floor vote before potentially heading to the House.

DO NOT UNDERESTIMATE THE CONSEQUENCES OF THIS BILL !!! 1. Clear Regulatory Standards and Reduced Uncertainty on stablecoins should lead to accelerated Institutional Adoption and Mainstream Integration By providing a transparent legal framework, the Act is expected to encourage major financial institutions (such as banks) to issue and use stablecoins, integrating them more fully into mainstream finance. This could lead to greater liquidity, increased competition, and more innovation in digital payments and financial services. 2. Market Consolidation and Competitive Filtering The Act is likely to eliminate weaker or non-compliant stablecoins, resulting in a more concentrated and competitive market dominated by well-regulated issuers. The big guys are likely to grab more market share 3. Strengthening the U.S. Dollar’s role as the leading mean of payment By mandating that stablecoins be backed by U.S. dollar assets, the Act would reinforce the dollar’s status as the world’s main payment currency 4. Increase demand for U.S. Treasury debt. This move is seen as a strategic effort to maintain American leadership in global finance and absorb more government debt through stablecoin reserves. 5. Counter-attack against the probable rise of the digital yuan and non-dollar CDBCs The GENIUS Act mandates that U.S. stablecoins be fully backed 1:1 by U.S. dollars or short-term Treasuries, ensuring that digital dollars remain trusted, liquid, and globally accessible. This strengthens the U.S. dollar’s position as the world’s primary digital settlement currency, directly countering efforts by China to internationalize the eYuan (digital yuan) as a global payment standard. By making digital dollars safe, legal, and widely available, the GENIUS Act helps prevent a scenario where the eYuan could displace the dollar in international trade and finance. This protects U.S. economic influence and the purchasing power of Americans

13 Jun 2025

Why position sizing is so important 👇

Source: Investing visuals on X

13 Jun 2025

US companies are eating tariff costs, as margin pressures persist for an 8th straight month.

Source: zerohedge

13 Jun 2025

The US Dollar decline has been truly remarkable:

The Bloomberg US Dollar Index just dropped to its lowest level since mid-2023. The dollar has fallen over 8% in 2025 and erased nearly all of its gains from the past year. This comes as foreigners are bringing money back home... Source: Global Markets, Bloomberg

13 Jun 2025

Oil jumped as much as 14%

- biggest daily gain in more than 5 years - as Israel launched a series of airstrikes in Iran, and escalated the long-simmering conflict between the two nations into a full-on war. ➡️ The strikes targeted sites linked to Iran’s nuclear enrichment program, as well as top scientists Fereydoun Abbasi-Davani and Mohammad Mehdi Tehranchi, both of whom were killed, Iranian media reported. ➡️The commander-in-chief of Iran’s Islamic Revolutionary Guard Corps, Hossein Salami, was also killed in a strike. ➡️Netanyahu says attacks would ‘roll back’ Iran threat ➡️Tehran vows retaliation against Israel and US ➡️Washington distances itself from ‘unilateral’ attack. Trump said he will to convene National Security Council meeting. ➡️Oil prices jumped more than 10% as traders anticipated tighter supply. ➡️Gold is up 1.5% at $3,450. S&P 500 futures are down -1.5%. Bitcoin is down 3% at $104k

13 Jun 2025

Love it...

yes indeed at lots of cash in money market fund but the most important number is on the lower chart. It is a secular low relative to total assets Source: i3 invest

13 Jun 2025

This is what typically has happened in the past to the SP500 after major conflicts have arisen.

Source: fxevolution @fxevolution

13 Jun 2025

60 days to make a deal...

Check the date and do the math

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