Crypto Clarity Amid Tariff Turbulence

Good morning, folks. While politicians in D.C. play chess with our economy, passing bills that might actually lighten the regulatory load on crypto, Trump's tariffs are jacking up copper prices like a bad bet at the casino. It's a classic case of government giving with one hand and taking with the other—reminds me why self-reliance beats waiting on bureaucrats. Let's dive into the data that matters for your portfolio.

Don't forget, we're tweaking this newsletter based on your feedback! Survey is below. And here are your Morning Bullets.

– Truly yours, Fred Frost

📈 Yesterday's Market Recap

Markets closed higher yesterday, buoyed by softer wholesale inflation data and reassurances from Trump that firing Fed Chair Powell is 'highly unlikely.' The Dow climbed 0.53% amid mixed earnings, while tech saw volatility but ended green, signaling cautious optimism despite tariff jitters.

• Dow Hits 44,254: Industrial average rises 0.53% on positive inflation read and reduced Fed uncertainty. → Google Finance
• Copper Surges 13%: Trump's 50% tariff announcement drives record single-day gain, highlighting supply chain risks. → CNN
• Bank Earnings Mixed: Goldman Sachs beats estimates with 15% revenue jump, while Morgan Stanley dips despite strong results. → CNBC
• TSMC Soars on AI Boom: Chipmaker reports 44% revenue growth, raising full-year forecast amid high demand. → AInvest

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🔭 What to Watch Today

Keep an eye on earnings reports and policy ripples today—these could sway sectors from tech to housing, testing how much government meddling markets can stomach.

🔥 The Big Bullet

What happened: The House passed the GENIUS Act 215-211, advancing stablecoin regulation toward Trump's desk. This partisan win, backed solely by Republicans, resolves internal GOP rifts and pairs with anti-CBDC measures. Meanwhile, Trump's 50% copper tariff sparked a 13% price surge, the biggest in decades. Combined with his 'One Big Beautiful Bill' extending tax cuts, it's a mixed bag of deregulation and protectionism.
→ AInvest, CNN

Why it matters: For investors, this could clarify crypto frameworks, boosting stablecoin adoption while warding off CBDC overreach—aligning with free-market ideals. But copper's spike raises costs for industries like EVs and construction, potentially fueling inflation without quick domestic supply ramps. It's government intervention at its finest: solving one problem while creating another.

What’s next: Expect a final vote soon; if signed, watch for crypto market rallies. Tariffs may prompt stockpiling, but long-term, higher borrowing costs from rising debt could pressure rates.

• Trump’s tax and spending law is a short-term win - CNN
• Wholesale inflation measure was unchanged in June - CNBC

💡 Opportunity Watch

With regulatory tailwinds in crypto and tariff-driven shifts in commodities, here's where savvy investors might spot edges—remember, true opportunities come from markets, not mandates.

• TSMC (TSM): AI frenzy drives 44% revenue growth; potential for further gains as chip demand surges. → AInvest
• Nvidia (NVDA): Resuming H20 chip sales to China amid U.S. assurances, eyeing rebound in market share. → CNBC
• Private Equity via 401(k)s: Trump's planned order opens retirement accounts to alternatives, diversifying beyond public markets. → Fox Business

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🧭 Policy & Market Ripples

• Rental Aid Cap Looms: Trump's two-year limit risks evicting 1.4M households, spotlighting HUD's shift from long-term support. → Fortune
• Couche-Tard Drops 7-Eleven Bid: Canadian retailer withdraws $47B offer after negotiation frustrations, impacting retail M&A. → Seeking Alpha
• India Brushes Off Oil Sanctions: Minister affirms diverse suppliers amid U.S. threats on Russian imports, stabilizing energy outlook. → Stocktwits
• TSA Eyes Liquid Rule Changes: Secretary Noem questions 3-1-1 restrictions, potentially easing travel amid security reviews. → Fortune