Trump’s Tariff Bombshell 💣️

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TRUMP’S TARIFF BOMBSHELL 💣️ 

Trump’s mad again. This time, the target is Russia.

During a White House meetup with NATO Secretary-General Mark Rutte, Trump let it rip. He said the U.S. is “very, very unhappy” with Russia. And if things don’t change fast, he’s ready to slap tariffs on Russian goods. Big ones. We're talking 100% tariffs unless there's a deal in 50 days.

Yeah, that kind of mood.

And this wasn’t just a warning shot. He called them “secondary tariffs,” which is Trump-speak for “we’re about to turn up the heat.”

So What’s the Beef?

Trump’s frustrated that Russia’s still deep in its war with Ukraine, and there’s been little movement toward peace. Now, instead of just pushing through weapons deals and diplomacy, he’s using tariffs like a hammer to force action.

At the same event, he also revealed that the EU will foot the bill for U.S.-made weapons headed to Ukraine. That’s right. The U.S. gets to sell the guns, Europe gets to pay, and Ukraine gets to shoot them. Win-win-win, if you’re into geopolitics and profit margins.

This Isn’t A One-off.

Last week, Brazil got smacked with a 50% tariff. Why? Trump was unhappy with how Brazil treated former president Jair Bolsonaro. Not trade. Not economics. Pure vibes-based policymaking.

But hey, it’s not like the U.S. is losing money on Brazil. In fact, from January to May 2025, the U.S. had a $3.23 billion goods trade surplus with Brazil. Meanwhile, it ran a $1.86 billion goods trade deficit with Russia. And for the real macro nerds — the total U.S. goods trade deficit globally during that same time was a spicy $604 billion. China leads the pack at $102 billion. Mexico’s not far behind at $79 billion.

So Trump’s not just tweeting. He’s threatening tariffs left and right, and foreign policy is the new excuse.

TL;DR:
Trump’s threatening 100% tariffs on Russia if there’s no deal in 50 days. The reason? War, not trade. The U.S. is already running a $1.86B trade deficit with Russia. It’s part of a bigger trend of Trump using tariffs as leverage for non-trade issues. Just like he did with Brazil.

1. Trade the U.S. Defense Boom
Trump says the EU will pay for U.S.-made weapons headed to Ukraine. That’s more global demand flowing into American defense stocks.
📌 Action: Add exposure to defense contractors like $LMT ( ▲ 0.89% ) , $NOC ( ▲ 0.39% ) or the ETF $ITA ( ▲ 0.38% ) . Look for momentum entries after EU payments are confirmed.

2. Bet on Agricultural Spillover
Russia is a major global supplier of fertilizers and grains. Tariffs could disrupt that flow, driving up demand for U.S. ag exports.
📌 Action: Position in ag stocks like $DE ( ▲ 0.12% ) , $MOS ( ▼ 0.89% ) , or $CF ( ▼ 2.55% ) ahead of tariff deadlines. These benefit from both pricing power and volume.

3. Position for Euro Strength via U.S. Exports
With the EU buying American weapons, that’s an export boost for the U.S. economy. And it may lead to a stronger trade relationship with Europe, not Russia.
📌 Action: Consider increasing exposure to companies with high EU sales exposure — like $CAT ( ▲ 0.67% ) or $GE ( ▲ 0.25% ) . Both win if Europe turns to the U.S. for more than just weapons.

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THREE LAWS THAT COULD MAKE YOU RICH 💰️ 

Bitcoin just did a double take.

As of Monday, it’s trading at over twice the price it was this time last year. That’s not just your portfolio doing backflips. It’s the market reacting to a rare alignment of hype, hope, and — believe it or not — government action.

BTC popped above $123K earlier in the session before cooling slightly to $121.5K. That’s after spending two months in nap mode, stuck in a tight range.

So what changed?

Glad you asked.

The Stars Are Aligning

A few reasons why crypto bulls are suddenly sweating in excitement:

• Big money is buying. Corporate treasuries are scooping up BTC like it’s on clearance.

• Spot ETFs are seeing record inflows.

• Washington is making moves. Like actual legislative moves. Not just weird hearings with “what is a blockchain?” questions.

Capitol Hill’s Crypto Trifecta

This week, the U.S. House is eyeing three game-changing bills. If passed, they could finally give crypto the adult pants it’s been begging for.

1. The GENIUS Act
   Stablecoin issuers would face new rules — think reserves, audits and official registration. Less Tether drama, more Circle stability.

2. The Digital Asset Market Clarity Act
   This one settles the SEC vs. CFTC tug-of-war. It draws a line between securities and commodities, giving token issuers a clue on who’s coming after them.

3. The Anti-CBDC Surveillance State Act
   Yeah, that’s a real name. It would block the Fed from launching a central bank digital currency. Translation: no Uncle Sam Coin watching your coffee runs.

Macro Mojo

Outside of crypto, things are also looking spicy.

U.S. equities are hovering around all-time highs. That “risk-on” mood is giving crypto the green light to run.

As Kraken’s economist Thomas Perfumo put it, there’s fuel everywhere. From bullish stocks to regulatory clarity, the rocket’s got the juice.

And Allianz’s Mohamed El-Erian chimed in to say that Bitcoin’s rise is being driven by institutional adoption, regulatory momentum and good ol’ speculative fire.

TL;DR

• BTC is up 2x from a year ago, hitting $123K Monday before settling near $121.5K.

• Momentum comes from ETF inflows, corporate buying and a hot stock market.

• Congress is reviewing 3 major crypto bills this week.

• If passed, they could give crypto long-overdue clarity and mainstream legitimacy.

• Buckle up — the bulls have more than hopium this time.

1. Ride the Bitcoin Momentum
Bitcoin just broke out after months of consolidation, with institutional inflows and potential regulation clarity as tailwinds.
📌 Action: Accumulate spot Bitcoin or dollar-cost average into $BTC or ETFs like $IBIT ( ▼ 0.5% ) or $FBTC ( ▼ 0.47% ) . Use key support zones (like $115K) to set staggered buys.

2. Front-Run Crypto Regulation Winners
New bills could give a green light to U.S.-based crypto companies, especially exchanges and stablecoin issuers.
📌 Action: Add exposure to U.S.-regulated crypto platforms like $COIN ( ▲ 1.53% ) or Bitcoin infrastructure plays like $MARA ( ▲ 2.9% ) and $RIOT ( ▲ 8.08% ) . Focus on long-term upside from regulatory clarity.

3. Track the Risk-On Rally
Stocks are at all-time highs and crypto’s riding that wave. A bullish macro backdrop boosts high-beta, growth-focused assets.
📌 Action: Increase allocation to risk-on crypto assets like $ETH.X ( ▼ 3.58% ) , $SOL.X ( ▼ 4.33% ) , or $AVAX.X ( ▼ 5.66% ) that benefit from momentum flows. Prioritize those with ETF potential or U.S. compliance footprints.

IS THE EV HYPE OVER NOW? 😟 

The U.S. just recorded its first quarterly EV delivery decline... ever.
Yup. Down 6% year-over-year. Not a blip. Not a rounding error. A real dip. Just one quarter after the segment grew 9%.

Who took the biggest hit?

Any guesses? It was Tesla.

• Global deliveries down 14%

• U.S. deliveries estimated down 18%
  Analysts say consumers are cooling off — and that Elon’s Twitter fingers may be making Teslas less sexy in the driveway.

But here’s the weird part... EV market share in the U.S. didn’t really budge. Still hanging around 8%. That’s because:

• Non-Tesla brands threw cash at buyers (think rebates and discounts)

• Even with incentives, EVs are still pricey (avg EV = $57,700 vs avg car = $46,200)

• Meanwhile, hybrids are thriving — they hit a record 14.1% of new sales

One big risk ahead: tax credits.

About 60% of EV buyers use that $7,500 federal tax credit. It’s starting to phase out for some vehicles. That’s like slapping a 13% price hike on the sticker overnight. DeepWater thinks it could drop EV sales by 15%.

Still, they’re not totally spooked. Why? Because Tesla managed to sell a boatload of Model Ys without tax credits from 2020 to 2022. Apparently, good cars still sell.

Forecasts are getting a haircut.

Cox Automotive now expects EVs to hit 9% of U.S. new vehicle sales in 2025 — down from the 10% they originally had in mind. That’s a lower percentage... but still more cars. They’re projecting unit sales to rise 10% to 12%.

Zooming out:

• Global EV market share (including plug-in hybrids) hit 25% last quarter

• China is still EV king, repping over 50% of worldwide EV sales

• Europe’s seeing solid growth, but Tesla’s having a tough time there too

TL;DR

• U.S. EV deliveries dropped 6% YoY — first time ever

• Tesla led the decline, with U.S. sales down ~18%

• EV market share is stable, but hybrids are booming

• Tax credit rollbacks could hit EV sales hard

• Forecasts trimmed, but growth’s still expected

• Global EV adoption? Still charging ahead.

1. Buy the Hybrid Boom
EVs are slowing, but hybrids just hit a record 14.1% of new vehicle sales. Consumers want fuel savings without charging anxiety.
📌 Action: Accumulate shares in hybrid-heavy automakers like Toyota $TM ( ▲ 1.88% ) or Honda $HMC ( ▲ 1.48% ) . Both dominate hybrid sales and are expanding offerings as demand shifts.

2. Invest in EV Infrastructure, Not EVs
Car sales may wobble, but charging needs keep growing. Infrastructure plays benefit no matter who sells the cars.
📌 Action: Add exposure to EV charging firms like ChargePoint $CHPT ( ▲ 3.44% ) or EVgo $EVGO ( ▲ 10.76% ) . Consider ETFs like $IDRV ( ▲ 0.37% ) that include a basket of EV ecosystem stocks.

3. Lean Into China’s EV Dominance
China made up over 50% of global EV sales last quarter. That dominance is unlikely to slow.
📌 Action: Look into Chinese EV leaders like BYD $BYDDY ( ▲ 0.97% ) or diversify with KraneShares Electric Vehicles & Future Mobility ETF $KARS ( ▼ 0.25% ) for broader exposure.