Forwarded from The Kobeissi Letter
BREAKING: The US and European Union have reached a trade deal and release a joint statement outlining terms:
Tariffs:
1. US to impose 15% tariffs on most EU imports
2. US to lower auto tariffs once the EU passes matching tariff-cut legislation
3. From Sept 1, US will apply only MFN tariffs on EU aircraft/parts, generics, chemical precursors, and scarce natural resources
4. EU to eliminate tariffs on all US industrial goods and grant preferential access for US seafood/agriculture
Energy & Tech Purchases:
1. EU to buy $750B in US LNG, oil, and nuclear products
2. EU to purchase at least $40B in US AI chips
Investment & Cooperation:
1. EU firms to invest $600B in US strategic sectors by 2028
2. Both sides to negotiate rules of origin to ensure benefits remain bilateral
3. Exploring cooperation on steel and aluminum market protections
4. Joint commitment to tackle digital trade barriers; EU pledges not to adopt network usage fees
5. Considering measures for secure supply chains, including tariff-rate quota solutions
(@TheKobeissiLetter)
Tariffs:
1. US to impose 15% tariffs on most EU imports
2. US to lower auto tariffs once the EU passes matching tariff-cut legislation
3. From Sept 1, US will apply only MFN tariffs on EU aircraft/parts, generics, chemical precursors, and scarce natural resources
4. EU to eliminate tariffs on all US industrial goods and grant preferential access for US seafood/agriculture
Energy & Tech Purchases:
1. EU to buy $750B in US LNG, oil, and nuclear products
2. EU to purchase at least $40B in US AI chips
Investment & Cooperation:
1. EU firms to invest $600B in US strategic sectors by 2028
2. Both sides to negotiate rules of origin to ensure benefits remain bilateral
3. Exploring cooperation on steel and aluminum market protections
4. Joint commitment to tackle digital trade barriers; EU pledges not to adopt network usage fees
5. Considering measures for secure supply chains, including tariff-rate quota solutions
(@TheKobeissiLetter)
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play it tight
as the market gets more selective, your chips are harder to get back
https://x.com/ceterispar1bus/status/1891153300180914419?=
as the market gets more selective, your chips are harder to get back
https://x.com/ceterispar1bus/status/1891153300180914419?=
X (formerly Twitter)
ceteris (@ceterispar1bus) on X
coins i would suggest you not buy:
- coins launched by countries
- coins launched by presidents
- coins named after people's pets
- coins created by celebrities
- coins created based off of that funny thing that just happened
this is financial, legal, and…
- coins launched by countries
- coins launched by presidents
- coins named after people's pets
- coins created by celebrities
- coins created based off of that funny thing that just happened
this is financial, legal, and…
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Forwarded from Wu Blockchain News
MetaMask announced it will issue its native stablecoin, MetaMask USD (mUSD), which is planned to launch later this year on Ethereum and Linea. mUSD will be issued by Bridge, a Stripe-owned platform. MetaMask also plans for mUSD to be spendable via the MetaMask Card at Mastercard-accepting merchants by year-end. — link
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this is a good read regarding the alignment of launchpads and users
https://x.com/kiddcryptoo/status/1958464484420297075?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
https://x.com/kiddcryptoo/status/1958464484420297075?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
X (formerly Twitter)
tofikyeah (@kiddcryptoo) on X
Money on Solana
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culture change takes time, but its coming
is it a bit too late? maybe
the eventual winner is the one that aligns with the users
(trying not to spoil the piece)
is it a bit too late? maybe
the eventual winner is the one that aligns with the users
(trying not to spoil the piece)
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Crypto Mumbles
this is a good read regarding the alignment of launchpads and users https://x.com/kiddcryptoo/status/1958464484420297075?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
we should probably stop using tokens deployed as a metric because it misdirects what launchpads should actually be aiming for
"creators" are often just serial deployers or non-crypto natives that extract and the effects are starting to be felt
i think that'll be a positive change moving forward that might spark interest overall once again
"creators" are often just serial deployers or non-crypto natives that extract and the effects are starting to be felt
i think that'll be a positive change moving forward that might spark interest overall once again
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Forwarded from The Kobeissi Letter
BREAKING: The odds of the Fed NOT cutting rates in September 2025 rise to 34%, the highest since August 1st, per Kalshi. https://t.co/LF4bGtCoQD
(@TheKobeissiLetter)
(@TheKobeissiLetter)
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