Big news and it ain't tariffs

Hi there!

I have some big news to share: I am shifting the focus of my newsletter.

In the past, I have written mainly about bitcoin and crypto markets. However, after doing that for several years, I have missed writing about other topics that interest me—such as technology, politics, and AI.

I believe the world is in the middle of a monumental transitional period similar to the transformative era of the 1960s to 2000. A time when technology, community, innovation, and culture change rapidly and drastically.

It is both exciting and daunting.

With this in mind, I find it more wholesome to cover a broader range of topics that matter to entrepreneurs and investors. Alongside insights on bitcoin and crypto, you can expect snippets on macro trends, technology breakthroughs, and global political shifts.

The Trump Effect
So much has already changed since Trump took office on January 20th. I’ve earlier mentioned how positive I think the Trump presidency will be for crypto.

However, with the news of Trump’s tariffs on Mexico and Canada, I think everyone woke up to the “Trump effect”.

• Here’s also a brilliant walk through of the tariff situation by TKL

These tariffs have cost the crypto markets a staggering $800 billion in market cap and triggered $2 billion in liquidations. While Bitcoin has bounced sharply from a key technical level at $91,000, caution remains.

I have so far bought BTC and HYPE during this decline, yet I stay alert as the situation could escalate, especially if actions extend to the EU and China.

It is also worth noting that the US imports about $80 billion more than it exports every month.

Some Bitcoin speculators believe that trade wars will ultimately benefit Bitcoin in the long run. I found Jeff Park’s commentary on this topic to be a thought-provoking read.