Government Shutdown? Yawn

Markets barely twitch. Trump tweets? Still nuclear.

Read Time: 14 Minutes

Macro Pulse: The Week Markets Lost Their Map

1. POTUS Tweets, Markets Tremble
   Trump dropped a Friday surprise just as the bond market shut for the long weekend.

• Stocks fell nearly 3%.

• $19 billion vanished from altcoins — the biggest wipeout on record.

• Bitcoin slid 12% peak to trough as panic spread.

By Sunday, one tweet flipped sentiment again: “China is in control.” Bitcoin rebounded. Gold barely blinked.
Markets didn’t just move — they convulsed.

Macro paradox: hedges and risk assets both surged.

2. Powell’s Velvet Gloves
   The Fed chair hinted that Quantitative Tightening may soon end.
   Liquidity returned. Leverage followed.
   The market didn’t hear caution — it heard permission.

3. Trump’s Gaza Deal & The Next Front
   A 20-point ceasefire plan was signed between Israel and Hamas.
   While one conflict quieted, another is brewing in Venezuela.

Trump’s team is signaling covert action “to bust cartels,”
Machado applauds the muscle, and Maduro accuses Washington of “imperial theater.”
Markets are taking note: geopolitical risk doesn’t vanish, it migrates.

Inside the premium section, we break down:

• The Bitcoin Paradox: Why hedges now rally with risk

• Powell’s Pivot Playbook: What QT’s quiet death means for liquidity and inflation

• The Data Center Power Grab: How AI’s energy addiction is reshaping the next trillion-dollar market
  
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