The Bitcoin Layer Global Macro Update: Bitcoin Holds Steady as Trade and Treasury Regs Shift
7 snips
Jun 27, 2025 Discover the latest global macro developments impacting Bitcoin as trade tensions escalate between Europe and China. Explore how U.S. regulatory changes affect Treasury market dynamics and the demand for cryptos. Delve into the rivalry between the U.S. and China over technological supremacy and AI advancements. Get insights into Bitcoin's price analysis, focusing on key resistance levels and market stabilization. Uncover the implications of the revised Supplementary Leverage Ratio on alternative assets like Bitcoin and gold.
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US Reduces Treasury Reliance
- The U.S. aims to reduce foreign reliance on its Treasury securities by exporting more military goods.
- This strategy could shrink the U.S. trade deficit by increasing exports, shifting global trade dynamics.
US-China Trade Progress
- The US and China finalized a trade deal, showing progress toward cooperation despite ongoing tensions.
- This development signals a complex relationship balancing trade agreements with geopolitical conflicts.
US Pushes AI and Energy
- The US seeks to lead AI growth by focusing on both software and its supporting energy infrastructure.
- Electricity grid improvements are crucial for powering generative AI and sustaining competitive Bitcoin mining.
