Rising Capital

Markets in Freefall as Trade War Escalates Global markets are reeling as the U.S.-China trade war shifts into overdrive. 🔻 Over $6 trillion in U.S. equity value was wiped out in just two trading sessions. The S&P 500 plunged 10.5%, matching only 2020, 2008, and 1987 in terms of severity. Big Tech led the sell-off — Tesla, Nvidia, and Apple all dropped over 7% on Friday alone. 💥 Crypto cracked overnight. #BTC broke below $80k during early Asia hours, crashing to a low of $74.5k. Over $800 million in $BTC and $ETH liquidations in the last 24 hours. ⚠️ Volatility is surging. The VIX shot above 60, the highest since April 2020. BTC and ETH Friday implied vols spiked to 85v and 130v as traders rushed to hedge. China’s market also saw its worst one-day drop since 2008 after retaliatory tariffs hit Friday. 🛃 All eyes on April 9. That’s when sweeping 34% tariffs on all U.S. goods officially go into effect. President Trump shows no signs of backing down — insisting that “sometimes you have to take medicine.” 🌍 Meanwhile, over 50 countries are reportedly engaging the U.S. to strike trade deals. But with global confidence hanging by a thread, the next 48 hours could make or break this economic standoff. Markets don’t mind bad news. What they hate is uncertainty. And right now, we’re knee-deep in it. For more regular updates please subscribe to our newsletter here: hashtalks.substack.com

Weekly ETF Flows (Mar 31 - Apr 4) 🔻 Bitcoin Spot ETFs: $173M net outflows ▪️ Grayscale’s GBTC led with $95.48M in outflows. 🔻 Ethereum Spot ETFs: $49.93M net outflows ▪️ Grayscale’s ETHE topped the list with $31.08M in outflows. Both $BTC and $ETH ETFs had a rough week—outflows across the board, led by the usual suspects. #Outflows #bitcoin #CryptoCrash

ETF Flows (Apr 2, 2025) 🟢 Bitcoin Spot ETFs: $221M net inflows, snapping a 3-day outflow streak. 🔴 Ethereum Spot ETFs: $51.24M net outflows, with no ETF seeing inflows. $BTC demand returns, but $ETH struggles to find buyers. ⚖️

📉 Markets on Edge: Tariffs, #Stocks & #Crypto Moves Trump’s tariffs are set to take immediate effect, but the details remain unclear. Markets are in wait-and-see mode, with the official announcement coming at 4 p.m. ET. Could this be another classic “sell the rumor, buy the news” moment? 🔹 Key Headlines • #Bitcoin & Ethereum are holding strong, likely pricing in uncertainty. If the tariffs are softer than feared, we could see a relief rally. • Tesla’s stock is in an interesting spot. It’s ticking up ahead of its 380K deliveries report, but a 36% drop in Feb-March means sentiment is still shaky. • Elon’s xAI deal with X is breaking all the Wall Street norms—big vision, but will it translate to real value? • Israel preemptively removed tariffs on US goods—a sign of global positioning ahead of Trump’s policy. • Senator Cory Booker delivers a marathon speech in protest of Trump’s agenda, nearing a record for the longest Senate speech ever (WSJ). • American Bitcoin could be the next big trend in financial unbundling (Pomp Letter) 🔹 Small Caps & Crypto Gainers 🚀 Titcoin (+99.7%) | Ghiblification (+44.8%) | Aki Network (+36.5%) 🚀 Loom Network (+26.7%) | Luce (+26.6%) Markets feel like they’re at an inflection point. A harsh tariff stance could hit risk assets, while a soft approach might give stocks & crypto a boost. Let’s see how it plays out. 👀 For more regular updates please join us on telegram channel here: t.me/hashtalk1 #tariff #trump #markets

🚀 From Beads to Blocks: The Evolution of Money and the Onchain Revolution Gold 👉 Paper 👉 Digital 👉 Onchain We’re witnessing the biggest shift in finance since the invention of double-entry bookkeeping. Here’s what’s happening and where it’s headed: 🧵👇 #Gold #Digital #onchain

🌍 Markets at a Crossroads Bitcoin is struggling to break out, with the 50-day MA at $88,800 acting as strong resistance. Every attempt to push higher is met with selling pressure, keeping $BTC in a pattern of lower highs. But despite this short-term weakness, institutional demand remains strong—Bitcoin ETF inflows have been green for seven straight days, signaling steady accumulation. Meanwhile, macro uncertainty is rising. Tesla's big rally, Trump’s new tariff plans, and shifting Fed expectations could shake up risk assets in the coming weeks. At the same time, crypto adoption is accelerating, with Trump pushing #ETFs, stablecoins, and blockchain integrations at full speed. Here’s what’s moving markets today: 🌎 Macro Developments 🚗💨 Tesla +11%: Biggest jump since November, leading a consumer stock rally despite ongoing protests. 📊 US PMI Mixed: Services rebounded, but business sentiment fell to its lowest since Oct 2022. 🇺🇸 Trump’s DOJ asks Supreme Court to allow federal worker firings. 🛢 Trump: 25% tariff on any country buying Venezuelan oil (effective April 2). 🏠 Bostic: Now expects only one Fed rate cut in 2024 (down from two). 🛠 Trump: Tariffs coming on lumber, cars, and chips—more details in the next days. 💰 Crypto Market Update 📉 Crypto majors pull back after a strong Monday rally: $BTC: $87,500 (-1%) $ETH: $2,070 (-1%) $SOL: $142 (-1%) $XRP: $2.45 (-1%) 📊 Top movers: 🚀 $CRO +25% (Trump Media x Crypto.com partnership) 📈 $FORM +15% 📈 $BERA +13% (Berachain’s Proof of Liquidity launch) 💵 Bitcoin ETF Inflows stay green for the 7th straight day, showing continued institutional demand. 🔥 Trump’s Crypto Push: • Trump Media x Crypto.com launching crypto ETFs on the exchange. • Trump’s World Liberty deploys $USD1 stablecoin on BNB Chain; Wintermute runs test transfers. • Polymarket now supports Solana deposits for betting markets. 🔎 Major Headlines in Crypto: * 57% of U.S. financial advisors plan to increase crypto ETF exposure in 2025. * Kraken working with Goldman Sachs & JPMorgan to raise $1B in debt funding. * BlackRock launches a Bitcoin ETP in Europe today. 🔥 Final Thoughts ✅ Crypto ETFs are now mainstream—Wall Street is getting in. ✅ Trump’s influence in crypto is growing fast with new ETFs & stablecoins. ✅ Bitcoin ETF inflows continue, showing long-term accumulation. ✅ Macro remains uncertain—Trump tariffs, Fed rate cuts, and supply chain concerns could shake things up. 👀 Key levels to watch: $BTC $88,800 (50-day MA resistance) and $ETH $2,100 breakout zone. Stay sharp. 🚀 For more regular updates on macro and crypto please join my telegram, channel here: t.me/hashtalk1 #Macro #crypto #ai #ETFs #Trump

🚨 #75: 5-Min Monday Macro, Crypto & AI 🚨 Markets are wobbling, traders are flip-flopping, and volatility is still napping. But is this the bounce? 👀 Here’s what you need to know this week: 🧵👇 #Hashtalk #Macro #Crypto #AI

🌍 Macro, Crypto & Market Update – Major Developments Tariff Relief Rally: #Bulls Back in Control? Crypto majors are riding high today as market sentiment improves following news that some of Trump's tariffs will not take effect on April 2. $BTC is up to $87,500 (+8%), while $ETH rises by 4% to $2,090. Altcoins are at a make-or-break level. 🔑 What's Driving the Rally? The shift in sentiment comes after Trump’s team signaled a softer stance on tariffs, opting to delay rather than push through new measures. Markets reacted quickly, viewing this as a potential #tariff relief rally, reinforcing how rapidly market sentiment can change based on macro news. A massive week ahead with key inflation data, ETFs, and institutional moves shaping the market. Let’s break it down: 👇 📉 Macro & Rates Outlook • March 28: U.S. February PCE inflation report—the Fed’s preferred inflation gauge—drops. A hotter-than-expected reading could delay rate cuts and shake markets. • Trade War Fears Fade: U.S.-China tensions soften as trade negotiations progress. Could this give markets more room to rally? • Rate Cut Expectations: Market odds for a June rate cut fluctuate, but the big question remains—how sticky is inflation? • April 10: U.S. #CPI inflation report—another major macro catalyst ahead. 🚀 Crypto & ETFs • BlackRock & Bitwise explore Ethereum ETF staking. A game-changer if approved. • Solana Futures ETFs launch this week. Still no spot ETF, but a step forward. • Kraken acquires NinjaTrader for $1.5B, bridging crypto with traditional trading. • Uniswap Passes $165M Funding Plan After DAO Vote. • 83% of institutions plan to increase crypto allocations in 2025. Institutional FOMO is real. • #RWAs pass $10B and Fidelity announces plans for new onchain fund. 🏦 DeFi, RWA & Institutional Adoption Ethena Labs & Securitize announce ‘Converge’—a settlement layer bridging DeFi & TradFi. • Expected launch: Q2 2025 • Starting with $8B in assets Partners include Aave, Maple Finance, Ondo & MakerDAO SEC clarifies that PoW mining isn’t a securities offering. Big win for #Bitcoin miners. 🔥 Biggest Announcements • Metaplanet adds $150M $BTC to its holdings. • Michael Saylor’s strategy just acquired 6,911 $BTC worth $584.1M, at an average price of ~$84,529 per $BTC. • $WLFI, invests $3M to acquire 3.539 million $MNT With trade war fears fading, institutional adoption growing, and key macro data dropping, this week could set the tone for Q2. What are you watching closely? For more regular crypto and update updates please join my telegram channel here: t.me/hashtalk1 #Crypto #Markets #Bitcoin #Ethereum #DeFi #TradFi #RWA #Investing #Macro

🚨 The Geopolitical Power Play: Is the U.S. handing global dominance to China on a silver platter? AI, supply chains, and shifting global power—what does it mean for macro, crypto, and markets? A breakdown of the biggest power struggle of our time 🧵👇 #USA #China #crypto

Crypto’s New Reality: From Wild West to Wall Street 🌐 The OGs are tired. The newbies are wrecked. But the game ain’t over. This isn’t just another cycle—it’s a full-blown corporate takeover. The #degens are out, and the suits are in. Are you adapting or getting left behind? 🧵👇 #Crypto

🚀 MegaETH : The Next Evolution in Ethereum Scaling Ethereum's biggest hurdles? High gas fees & network congestion. @megaeth is changing the game by combining decentralized sequencing with EigenLayer restaking, making rollups faster, cheaper, and more secure. Here’s why it matters 🧵👇 #MegaETH #L2 #chain

Bitcoin Slides to $80K as Risk-Off Sentiment Grows 📉 $BTC tested $80K for the first time in nine sessions after Trump’s Executive Order on a Strategic Bitcoin Reserve (SBR) fell short of expectations. Markets had anticipated a major BTC purchase, but the Executive order only directed the Treasury and Commerce Departments to explore budget-neutral acquisition strategies. 🔻 BTC-spot ETFs saw further outflows, adding to selling pressure 🔥 Senator Lummis’ Bitcoin Act—which proposes the US acquire 1M BTC over five years—remains a key potential catalyst With trade tensions, regulatory uncertainty, and recession fears weighing on the market, BTC faces a critical crossroads. A break below $78K could deepen the correction Now, all eyes are on US tariff policies, inflation data, and other developments for the next big moves. As always, the market is unpredictable.... I'm watching these catalysts closely to see where momentum shifts. With everything hanging in the balance, it’ll be interesting to see if $BTC can find its footing or if the correction deepens. Let’s stay tuned. 🔥

Bitcoin Rebounds as Tariff Relief & Crypto Summit Fuel Speculation 🚀 Markets are buzzing as key events unfold: 🔹 Tariff Relief & $BTC: Trump’s team hints at rolling back tariffs on Canada & Mexico, supporting BTC’s rebound from $81,485. But uncertainty over US-China tariffs keeps gains in check. 🔹 $BTC-Spot ETFs: Outflows continue, with $127M in net withdrawals on March 4. Higher tariffs could delay Fed rate cuts, impacting risk appetite. 🔹 #SEC & Ripple: Speculation grows that the SEC may drop its appeal ahead of the White House Crypto Summit—potentially a game-changer for $XRP. 🔹 Market Outlook: All eyes on US economic data, SEC decisions, and the potential for a US #Crypto Strategic Reserve—a move that could drive institutional adoption. 📊 #Bullish case? ETF inflows, easing tariffs & crypto-friendly policies could push $BTC toward $100K. 📉 Bearish case? Trade tensions & weak data might drag BTC below $80K. Big week ahead. Will crypto ride the momentum or face more turbulence? 👀 For more regular insights into macro and crypto trends, subscribe to our weekly newsletter: 5-Minute Macro and Crypto Weekly: hashtalks.substack.com/ #Bitcoin #Crypto #Ethereum

World Liberty Finance invested $21.5M $USDC to acquire: 🔹 4,468.39 $ETH for $10M at $2,238 🔹 110.6 $WBTC for $10M at $90,415 🔹 3,420,039 $MOVE for $1.5M at $0.438 Massive🔥 are they planning something else? just a day before crypto summit 🤔🤔