Weekly Market Report. April 4, 2025

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April 4, 2025

Greetings, curious minds! Join us on a journey into the cutting-edge. This newsletter unveils the latest trends shaping our world.

Let’s explore together! 🌐🚀

🔥 Top Reads

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US House committee passes stablecoin-regulating STABLE Act

The US House Financial Services Committee has passed a Republican-backed stablecoin framework bill, which will now head to the House floor for a full vote.

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Bitcoin sales at $109K all-time high ‘significantly below’ cycle tops — Glassnode 🤔

Bitcoin midterm holders — even those with a cost basis at around $3,600 — are still refusing to sell despite major profits and BTC price volatility.

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Trump ‘Liberation Day’ tariffs create chaos in markets, recession concerns 🧐

Economic observers are concerned over Trump’s tariff policy, which has markets worried about a possible recession.

📈 Market Data

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🚨 Important News This Week

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AI

  • Elon Musk’s Neuralink seeks patients globally to try its brain chips

  • North Korea tech workers found among staff at UK blockchain projects

  • OpenAI to release its first ‘open’ language model since GPT-2 in 2019

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Tech

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Business

  • EigenLayer to begin ‘slashing’ restakers in April

  • Bitcoin drops 8%, US markets shed $2T in value — Should traders expect an oversold bounce?

  • Wintermute transfers $75M FDUSD since depegs, in $3M arbitrage opportunity

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Crypto

  • Curve Finance clocks $35B trading volume in Q1 2025

  • Avalanche stablecoins up 70% to $2.5B, AVAX demand lacks DeFi deployment

  • GameStop finishes $1.5B raise to add Bitcoin to its balance sheet

🚨 Notable Companies Secure Impressive Investments

  • Rain raises $24.5M in a funding round led by Norwest
  • Warlock raises $8M in a Seed funding round led by Polychain Capital
  • Maven 11 raises $107M for third fund
  • Halliday raises $20M in Series A funding round led by a16z crypto
  • TON Foundation raises over $400M with TON token sale

🔥 Top 5 Blockchain & Crypto News of the Week

🚀 From market crashes to institutional power moves, here are the top headlines shaping the crypto world right now.

1️⃣ Trump Unleashes Tariff Blitz on “Liberation Day”

  • Donald Trump announced sweeping new tariffs including:
    • 25% on all foreign-made automobiles
    • 10% baseline on all imported goods from non-USMCA countries
    • 25% on goods that fail free-trade standards
    This bold move could affect over $4T in imports—roughly 13% of the U.S. GDP.

🔗 Read more: https://t.me/constantinkogan/1268

2️⃣ Massive Inflation Risk Looms

  • Economists predict a 10–15% spike in import prices, potentially pushing headline inflation to 6% by year-end. Even with margin compression from retailers, U.S. consumers will feel the heat.

🔗 Read more: https://t.me/constantinkogan/1254

3️⃣ Wall Street Braces for Shockwaves

  • Higher input costs = lower earnings. Analysts are forecasting negative pressure on stock indices as corporate profitability gets squeezed and confidence takes a hit.

🔗 Read more: ttps://t.me/constantinkogan/1268

4️⃣ Treasury Gains ≠ Economic Relie

  • Trump’s plan could rake in $550B–$650B in tariffs—but long-term consequences may include weaker consumer demand, slowed supply chains, and retaliatory trade actions from global partners.

🔗 Read more: https://t.me/constantinkogan/1268

5️⃣ Political Firestorm Before the Midterms

  • While Trump’s “economic patriotism” may electrify his base, rising prices and shrinking 401(k)s could become political landmines. Economic pain tends to speak louder than nationalist rhetoric.

🔗 Read more: https://t.me/constantinkogan/1268

💡 Want more in-depth analysis? Stay ahead of the curve—subscribe for the latest blockchain, DeFi, and Web3 news here! 🚀

🤣 Meme of the Week

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If you have any questions, please contact me directly in my email.

Sincerely,

Constantin Kogan

[email protected]