The global money supply has reached a new all-time high of $121.9 trillion, after a massive surge of:
📈 +$17.1 trillion in just two years
📈 +$27 trillion since the 2022 bottom
This means that the global money supply is now growing at a rate of between 7% and 8% annually. 💵 In the United States as well, the M2 money supply rose by $1 trillion year-over-year to a record $22.7 trillion.
⚠️ Historically, when money printing and liquidity accelerate like this, risk assets such as:
₿ Bitcoin
📈 stocks
🥇 gold
start to benefit from the new cash flows.
However, on the flip side, this could also mean:
▪️ Greater inflationary pressures
▪️ Weaker purchasing power of currencies
▪️ And a greater reliance on monetary policy to support the economy
The question now is:
Will this new liquidity wave push the markets to new all-time highs… or will it bring inflation back with a vengeance? 👀
The company has lost around 40% of its value in just 80 days, with its stock hitting a 12-year low… while the S&P 500 is reaching historical highs. 📉
The numbers reveal the scale of the crisis:
▪️ Sales in China dropped 20% ▪️ Tariffs could cost the company $1.5 billion this year ▪️ Net income fell 32% last quarter ▪️ And the "transformation" plan has been postponed until at least 2027
But the craziest part of the story?
Allbirds, which was on the brink of collapse, ditched its shoe business entirely and rebranded as an AI company… and its stock skyrocketed +430% in a single day. 🤯
⚠️ The market is sending a clear message:
In 2026, investors aren't just rewarding "legacy" or brand strength… but are chasing anything related to AI.
A company selling the world's most famous shoes is crashing,
while a company that completely abandons shoes is soaring due to AI.
🚨⚡️ Huge development for crypto adoption in the United States.
Charles Schwab has started offering spot trading for Bitcoin and Ethereum to retail investors through the Schwab Crypto platform. 📈
This move means that millions of traditional investors can now access directly:
₿ Bitcoin ⟠ Ethereum
from one of the largest financial institutions in America.
⚠️ The entry of big names like Charles Schwab into crypto spot trading reflects how digital assets are gradually shifting from being an 'alternative' market to becoming a core part of the traditional financial system.
As crypto services expand within major banks and brokerage firms, it seems that the competition for retail investors is heating up significantly.
🚨 A massive lineup of top American execs is set to join Trump in China.
The highly anticipated trip to Beijing for a summit with Xi Jinping features names leading the biggest firms and financial-tech institutions in the world, including:
▪️ Tim Cook — Apple ▪️ Elon Musk — Tesla ▪️ Larry Fink — BlackRock ▪️ David Solomon — Goldman Sachs ▪️ Ryan McInerney — Visa ▪️ Michael Miebach — Mastercard ▪️ Chuck Robbins — Cisco ▪️ Sanjay Mehrotra — Micron ▪️ Cristiano Amon — Qualcomm ▪️ Kelly Ortberg — Boeing ▪️ Jane Fraser — Citi ▪️ Stephen Schwarzman — Blackstone
⚠️ This isn't just a diplomatic visit…
It's a clear signal that the tech, AI, semiconductor, and global finance sectors are at the heart of the Washington-Beijing relationship.
The presence of so many Wall Street and Silicon Valley giants could mean that the next phase will see huge deals and economic shifts happening behind the scenes.
Japan is gearing up to launch EJPY, a stablecoin backed by the Japanese yen.
This new coin will be a "Trust-Based Stablecoin" and will focus on real-world use cases such as:
💳 B2B payments
💸 Money transfers
🌍 Fast and low-cost digital payments
⚠️ This move reflects the accelerating entry of governments and major institutions into the digital asset space, but in a structured way tied to traditional currencies.
Japan seems to be betting that the future of payments will be entirely digital while maintaining the stability of the yen and trust in the financial system.
As stablecoins expand globally, the competition is no longer just among banks…
But between countries as well. 👀
The question now is:
Will government-backed stablecoins support crypto adoption… or will they compete against it fiercely? 🔥
Despite the war and geopolitical tensions, most major markets have managed to score strong gains since the start of the US-Iran conflict:
📈 Nasdaq: +17.39%
📈 S&P 500: +8%
📈 Japanese Nikkei: +7.39%
📈 Korean KOSPI: +21.83%
However, on the flip side, India and the UK have been the laggards among major financial markets:
📉 Indian Sensex: -8.47%
📉 Indian Nifty: -7.35%
📉 British FTSE: -5.12%
⚠️ This divergence reveals that the impact of the war hasn't been uniform for everyone, and some economies have become more sensitive to energy, inflation, and the outflow of global liquidity.
While tech and AI stocks in the US and Asia have thrived, other markets have faced pressure from slowing growth and rising costs.
The US Senate has officially confirmed Kevin Warsh as the Fed Governor.
Markets are now watching to see if his presence will push the Fed towards a tighter monetary policy… or signal a new shift in the management of the US economy.
⚠️ Any changes within the Fed could directly impact:
▪️ stocks ▪️ the dollar ▪️ gold ▪️ and even the crypto market
The U.S. Court of Appeals has temporarily suspended the ruling against Trump's global 10% tariff.
This decision gives the Trump administration a temporary boost in its legal battle over trade tariffs, amidst growing debate about their impact on the economy and global markets.
Traders are now keeping a close eye on whether this move will trigger a new economic escalation between the United States and its trading partners.
The unrealized losses for holders of $BTC long-term (LTH) have only reached 15% during April, a figure that remains far from the true bear market levels which typically exceed 75%.
This means that long-term investors are still holding onto most of their gains and have not yet entered the "capitulation" phase often seen at major bottoms.
⚠️ Historically, deep bear markets occur when long-term holders start to take massive losses and sell out of panic… and that doesn’t seem evident just yet.
In other words:
Despite the recent volatility, on-chain data suggests that the market may not be in a full-blown collapse as some believe.