📈 WalmartCoin Incoming?

This week, markets wobble as tariff tensions flare, the EU plays tariff chess with the U.S., and Chinese EVs quietly take over Norway. Meanwhile, Crypto Week hits D.C., corporations warm up to Bitcoin, robots get smarter, and Ben Carlson explains why investing—and dating—might both suffer from too much choice.

Author

Journals GG
July 14, 2025

Good Morning!

This week, markets wobble as tariff tensions flare, the EU plays tariff chess with the U.S., and Chinese EVs quietly take over Norway. Meanwhile, Crypto Week hits D.C., corporations warm up to Bitcoin, robots get smarter, and Ben Carlson explains why investing, and dating, might both suffer from too much choice.

Grab your Iced Latte and let’s get into it. ☕️ đŸ‘‡ď¸ 

Market News

📉 Stock market down as tariff concerns start to re-heat
US stock futures slipped Sunday night as Wall Street gears up for a stormy week ahead, fueled by renewed trade tensions and a fresh batch of Q2 earnings. S&P 500, Nasdaq 100, and Dow futures all dipped 0.6%, reacting to Trump’s surprise announcement: 30% tariffs on EU and Mexican goods starting August 1. This hits just as investors brace for CPI data and a possible Fed rate cut, injecting more volatility into an already fragile market.

🇪🇺 EU pulls US trade war countermeasures in hope of a tariff deal — for now
EU hits pause on retaliatory tariffs, but the threat's still very real. Brussels won’t strike back—yet—after Trump’s surprise move to slap 30% tariffs on EU goods starting August 1. Von der Leyen confirmed talks are underway, but warned countermeasures targeting up to €72 billion in U.S. exports are locked and loaded if no deal is reached. France is pushing hard, with Macron demanding the EU stand firm and prepare to hit back fast if diplomacy fails.

🔋 Chinese car brands are rapidly making inroads in Europe
Chinese EV makers are racing ahead in Norway, grabbing a 10% market share and putting pressure on Tesla and other Western automakers. Thanks to no import tariffs and Norway’s EV-friendly policies, brands like MG have flourished since entering in 2020, boosted by low prices and cutting-edge tech. While the U.S. and EU crack down on Chinese imports, Norway’s open-door policy is fueling a quiet but powerful shift in the EV battleground.

👀 What To Expect from the US House’s 'Crypto Week'
Crypto’s heading to Capitol Hill. This week is "Crypto Week" in D.C., with lawmakers set to vote on the GENIUS Act, allowing private firms to issue stablecoins backed 1:1 by cash. Walmart and Amazon may dive in, eyeing stablecoins as a way to cut massive credit card fees. Trump backs the bill, his company even launched its own coin, USD1. Also on deck: the Clarity Act (crypto regulation) and a bill to block a Fed-backed digital dollar.

This comes as BTC continues to soar to new ATHs over the weekend, hitting $122,000.

Invest & Strategies

📊 The Rise of Bitcoin Stocks and Bonds
Lyn Alden breaks down the surge in corporate Bitcoin strategies, showing how 2024–2025 marked a renewed wave of adoption following updates to accounting rules and market cycles. While MicroStrategy led the charge in 2020, only recently have more companies begun treating Bitcoin as a serious treasury asset.

The article explores corporate leverage, mission alignment, and risks like centralization, while also asking: do corporations help or hurt Bitcoin's long-term vision?

🤖 Investing in Robots
Citrini Research’s latest blog dives deep into the evolving world of robotic investing, where AI is moving from screens to machines. With breakthroughs like Amazon’s Vulcan robot arm, modern robotics is shifting from simple automation to tactile, perceptive intelligence. Their thesis hinges on a cyclical robotics supply chain, and after a rough patch, automation optimism is sparking renewed investor interest, especially in bombed-out, auto-tied names primed for a narrative comeback.

😕 The Future of Investment Management is the Paradox of Choice
Ben Carlson tackles a fun dilemma: how to balance dating costs with investing goals when social life cuts into your monthly DCA by 25%. He admits he's rusty on dating advice, but draws sharp parallels between choice overload in dating apps and the explosion of investment options, both can leave people overwhelmed and unsatisfied. With custom ETFs, direct indexing, tokenized assets, and AI-driven platforms, investors now face more choice than ever. Just like dating, more options don’t always mean better outcomes.

Best of Twitter

Our Recommendations:

💻️ MEXC - Where we find and trade Crypto with low fees.
📈 TradingView - Software we use to chart stocks.
🔐 Trezor - Our favorite hardware wallet to keep our Crypto secure.
🦑 Kraken - Where we buy crypto with cash / withdraw profit to our bank.

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