Finance BAE

Finance Before Anything Else

Bitcoin/Finances/Market News.

[Finance BAE @Finance_BAE_]

¿Qué nos está diciendo el oro? Su precio ha subido un 70% en 16 meses, alcanzando un récord de $3,150/oz y una capitalización de mercado de $21.171T. Supera por $1.25T a los 10 activos más valiosos del mundo COMBINADOS. Esto no es normal. (1/8)

[La Casa De Satoshi @LaCasaDeSatoshi]

En solo un año y medio, La Casa de Satoshi ya alcanzó 1.700 miembros y se ha convertido en la comunidad de Bitcoin de mayor crecimiento en Latinoamérica. 🇲🇽🚀

Hoy queremos compartir con ustedes nuestra historia, todo lo que hemos construido juntos y la visión que tenemos para nuestro espacio físico de Bitcoin en la Ciudad de México. 👇

[isa⚡️ @isabellasg3]

Life is about taking risks. So, I am going to do the wildest giveaway yet. You have exactly the next 24 hours to enter.

The only thing you need to do is repost this, be willing to cover your flight, and show up.

AI is taking the world by storm. There is going to be an AI conference in San Salvador, El Salvador, April 20-21.

I have 5 tickets to give away.

If you want to be part of the giveaway, comment why you should win and repost this. I will announce the winners tomorrow!

[Finance BAE @Finance_BAE_]

AAII Sentiment Survey

¿Bull o Bear en las próximas semanas?
Fuente: https://t.co/UJZbrUseLk

[Finance BAE @Finance_BAE_]

¿Sabías que los años midterm son de los más 'dolorosos' para el S&P 500?
Desde 1946, el promedio de caída máxima intra-anual es -18.1%
Pero ojo: después de la elección, suele venir el rally. Historia no es garantía, pero sí guía.

Fuente: Bloomberg

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Fed Governor Kugler has submitted a letter resigning from her position as a member of the Federal Reserve Board.

President Trump has said he is “happy” that he will have a position to fill on the Fed board.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Copper prices collapse over -11% as President Trump’s tariffs exclude refined metal.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Oil prices surge toward $70/barrel as President Trump threatens economic sanctions on Russia.

[Finance BAE @Finance_BAE_]

@salomondrin Crees que esto ya esté “priced in” en el precio de btc

[The Kobeissi Letter @KobeissiLetter]

While June CPI inflation was 2.7%, inflation is much higher in many basic necessities:

1. Utility Gas Inflation: +14.2%
2. Car Insurance Inflation: +6.1%
3. Electricity Inflation: +5.8%
4. Meat and Eggs Inflation: +5.6%
5. Car Repair Inflation: +5.2%
6. Homeowner Inflation: +4.2%
7. Hospital Services Inflation: +4.2%
8. Rent Inflation: +3.8%
9. Food Away From Home Inflation: +3.8%

Headline CPI inflation is now up for two straight months for the first time since January 2025.

Rate cuts remain distant.

[The Kobeissi Letter @KobeissiLetter]

The founder of Bitcoin is now the 12th richest person in the world.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump announces 30% tariff on the European Union and Mexico.

Trump says if they retaliate, these tariffs will be raised by the same amount as the retaliation.

[Finance BAE @Finance_BAE_]

ÚLTIMA HORA: El presidente de la Agencia Federal de Financiación de la Vivienda de los Estados Unidos afirma que el presidente de la Fed, Powell, está considerando renunciar.

[The Kobeissi Letter @KobeissiLetter]

Shocking stat of the day:

The share of cryptocurrencies trading within 5% of their 252-day high is near 0%, according to Sentimentrader.

This contrasts with Bitcoin, which currently trades near at a fresh all time high.

By comparison, when Bitcoin previously set new records in February and November 2024, ~75% and ~40% of cryptocurrencies, respectively, were within 5% of their 252-day highs.

Historically, when a large percentage of cryptocurrencies trade near record highs, Bitcoin has pulled back.

The current divergence suggests Bitcoin may have more room to run.

History suggests this rally is not done yet.

[Bloomberg Línea @BloombergLinea_]

El presidente Donald Trump impondrá un arancel del 35% a los productos que entren a EE.UU. procedentes de Canadá: https://t.co/SaY8KzXq8e

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 rises to a new all time high, now up +30% from its April 2025 low.

[Finance BAE @Finance_BAE_]

BTC en máximos históricos y superando a la plata en market cap .

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin officially hits a new all time high for the first time since May 22nd.

[The Kobeissi Letter @KobeissiLetter]

Is China dodging US tariffs?

China's exports to the US fell -43% YoY in May, representing a $15 billion decline in trade value.

However, the country’s total exports jumped +4.8% during the same period, per official Chinese data.

This comes as shipments to the Association of Southeast Asian Nations trade bloc and the EU surged +15% and +12%, respectively.

Furthermore, $3.4 billion of China’s exports were rerouted via Vietnam in May, a +30% YoY increase.

Trade routed through Indonesia also saw a notable jump of +25% YoY.

Meanwhile, the US reached a trade deal with Vietnam last week that places a 40% tariff on goods rerouted through the country, aimed largely at curbing Chinese re-exports to the US.

The Vietnam deal appears to be a "proxy trade war" with China.