Alright folks, buckle up! The Federal Reserve just dropped its semi-annual Financial Stability Report, and it’s not pretty. We’re talking global trade risks, a swirling vortex of policy uncertainty, and even questions about the damn US debt sustainability – all highlighted as major threats to the financial system. And get this – this is the first survey conducted after Trump started rattling his sabers about potentially returning to the White House. Seriously, the timing couldn’t be more… spicy.
A whopping 73% of respondents are sweating bullets over global trade risks—double what it was just last November! Half are freaked out by policy uncertainty, and nearly a third (27%) are worried about the US Treasury market. Foreign investors are getting jittery and the dollar’s fate? A total question mark.
Speaking of Trump, he’s basically saying forget about extending those 90-day tariff pauses. He wants deals, and he’s gonna be ‘reasonable’ about it… whatever that means.
But there’s a glimmer of hope! A potential easing of trade tensions combined with rising expectations of Fed rate cuts could actually give gold a nice little boost. Not a bad time to dust off those shiny coins, maybe?
SEC Chairman Paul Atkins is making waves, saying he’ll work with Congress and Trump to create a sensible crypto regulatory framework. He’s actually acknowledging the benefits of digital assets, like risk reduction and lower costs—something we’ve been screaming about for ages! He’s throwing shade at the previous administration’s stifling regulations, which frankly, is refreshing.
Senator Cynthia Lummis is vowing to hold the Fed accountable to ensure fair treatment of the digital asset space. Good for her! Holding these institutions to task is crucial.
Now, a bit of good news on the inflation front: the University of Michigan’s one-year inflation expectation came in at 6.5%, which is lower than the predicted 6.8%. Small victories, people, small victories.
In other news, Semler Scientific just scooped up another 111 BTC for $10 million, bringing their total holdings to 3303. Institutions are paying attention, and their wallets are speaking volumes. Speaking of big wallets, Strategy’s Bitcoin portfolio has officially crossed the $50 billion mark and ARK Invest is now predicting Bitcoin could hit a staggering $2.4 million by 2030 – while their baseline is at $1200000.
Here’s a bit more on ARK Invest’s Bitcoin forecast:
ARK Invest’s bullish outlook on Bitcoin reveals a strategic shift in valuation. They have revised their 2030 price target upwards, reflecting increased institutional investor participation.
This is driven by the growing acceptance of Bitcoin as a ‘digital gold’. Their optimistic target now stands at a remarkable $2.4 million.
ARK’s analyst, David Puell, stresses that Bitcoin’s role as a safe haven in developing nations is a key factor supporting this high valuation.
Fundamentally, the company believes Bitcoin’s unique characteristics position it for substantial growth.
