FLORIDA JUST INTRODUCED A BILL TO CREATE A STRATEGIC BITCOIN RESERVE
Senator Joe Gruters' SB 1038 would allow the state CFO to invest up to 10% of public funds in #Bitcoin & BTC ETFs — potentially billions — once #BTC market cap hits $500B.
🇺🇸ANUNȚ IMPORTANT: MORGAN STANLEY LANSEAZĂ UN PORTOFEL DIGITAL DE CRIPTO ÎN 2026.
În colaborare cu Zero Hash, lansează tranzacționarea directă pe spot a criptomonedelor pe E*Trade în primul semestru (începând cu BTC, ETH și SOL), apoi lansează propriul său portofel în al doilea semestru — conceput pentru a păstra nu doar monede, ci și active reale tokenizate, cum ar fi acțiunile din fonduri private.
Această săptămână au depus și cereri S-1 pentru ETF-uri spot în casă pentru Bitcoin și Solana + ETF pentru Ethereum cu staking, devenind primul mare bancă din SUA care își promovează propriile fonduri cripto.
Reports Indicate That Trump Has Ordered Nearly $200 Billion In Mortgage Bond Purchases With The Stated Goal Of Pushing Mortgage Rates Lower.
On The Surface, This Looks Like Support For Housing. In Reality, It Does The Opposite.
The Core Problem In U.S. Housing Is Not Interest Rates. The Core Problem Is Prices.
Real Home Prices Are Already At Record Highs. Affordability Is Already Severely Compressed. Inventory Remains Structurally Tight.
Lowering Mortgage Rates In This Environment Does Not Create Balance. It Re-Ignites Excess.
→ Monthly Payments Temporarily Decline → Buyers Re-Enter The Market → Competition Returns → Prices Inflate Further
This Is Where Risk Accelerates.
Housing Becomes A Policy Trap.
Once Prices Are Artificially Supported: Authorities Cannot Allow Prices To Fall Without Harming Banks And Consumers. So Liquidity Is Used To Delay The Adjustment.
That Is How Bubbles Expand Before They Break.
The 2006 Housing Cycle Did Not Collapse Overnight. It Was Stabilized, Extended, And Re-Supported Until The System Could No Longer Carry The Weight.
When Housing Eventually Turns, The Impact Spreads Sequentially:
→ Bonds React First → Equities Follow → High-Risk Assets Absorb The Sharpest Shock
This Is Not Stability. It Is Risk Being Deferred Into The Future.
Short-Term Comfort Is Chosen At The Cost Of Larger Structural Damage Later.
Housing Does Not Reset Through Liquidity. It Resets Through Price.