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Hey there, Hodlers!

This is the Hodl Report, where the macro’s grim, but the charts are green, and we’re riding this irrational optimism all the way up! 😎

This week, we’ve touching on:

• Macro mess incoming: The backdrop’s tainted, but we’ve seen worse 🌎

• Adoption wins: Bullish news refuses to quit, even if the economy does. 🐂

• Top stories: News from the week that matters 📰 

• Memes to cope: Funny crypto stuff 😂

Let’s unpack it. 👇

Well, well, well… it finally happened.

No last-minute extension. No TACO.

Trump’s sweeping global tariffs are officially in effect - a full reshaping of the U.S. trade landscape.

But of course, Trump isn’t done.

He’s now fuming about a disappointing jobs report - downward revisions to previous data and weaker-than-expected new numbers.

The result?

Markets going up. Wait, huh?

Because Bitcoin doesn’t care - until it does.

Plan B thinks it’s just a strong bull market doing its thing.

While Arthur Hayes thinks the macro jitters could bring us back to $100K for a proper support test.

Wall Street is also bracing for a correction, with some predicting a 10–15% drop in the S&P 500 Index.

We’ve got some dry powder ready either way… some for buying the dip, some for full degen leverage longs if we get that sweet BTC/ETH/SUI discount.

But don’t be surprised if crypto skips the dip altogether.

Now let’s talk why the pump might not stop:

🏛️ Regulation & Legislation Gets Real Bullish

• Trump signs an executive order that allows 401(k)s to invest in crypto, private equity, and alternative assets. Retirement money can now legally flow into the Bitcoin casino.
  👉 Bloomberg Report
  

• SEC makes a surprise move: Says that certain liquid staking activities are not securities. That’s right… ETH staking just got a green light from the same guys who used to sue people for breathing too hard.
  👉 SEC Statement

🪙 Treasury Companies Keep Gobbling Up Coins

Bitcoin

• 163 companies now hold 961,000 BTC on their balance sheets.

• Strategy (aka MicroStrategy) just made another massive buy.
  👉 Bitcoin Treasuries Tracker

Ethereum

• 12 companies hold 1.93M ETH, and the number’s growing fast.

• Bitmine and Sharplink both tripled their ETH stacks in the last 30 days.
  👉 Strategic ETH Reserve

Solana

• Still early, but 8 companies already hold 3.44M SOL.

• Upexi, DeFi Development, and SOL Strategies are leading the charge.
  👉 Solana Treasuries Tracker

So yeah… tariffs hit, jobs data sucked, the Fed’s still hawkish.

And crypto?

It might just be mid-pump with a chance of pull back..

We'll keep stacking, stay degen-ready, and if that dip comes... we’ll be waiting with dry powder, laser eyes, and a healthy disrespect for TradFi panic. 🚀

1. Trump to Sign Order Easing 401(k) Rules for Private Assets: Donald Trump plans to sign an executive order that would make it easier for Americans to include private assets (including cryptocurrency) in their 401(k) retirement portfolios. Advocates say the move could usher in a wave of long-term crypto investment by retail savers.

2. Brazil Targets $17B Bitcoin Reserve: Brazil is reportedly planning to establish a $17 billion national Bitcoin reserve as part of its sovereign wealth diversification. The initiative signals a bold embrace of digital assets at the state level.

3. Coinbase Adds PayPal Crypto Buy/Sell in Canada: Coinbase now allows Canadian users to buy and sell cryptocurrency via PayPal, broadening access with a familiar payment method. The integration expands flexibility for Canadian retail crypto adoption.

4. Pantera Survey: Stablecoins Fueling Crypto Salaries in 2024: A new Pantera-backed survey reveals that stablecoins are increasingly used by crypto firms to pay salaries, reflecting their rising role in operational facilitation. Companies say the stablecoin-based model streamlines cross-border payments and volatility concerns.

5. James Howells Is Turning to Tokenization to Recover Lost Bitcoin: James Howells is exploring tokenization of the location data for his lost Bitcoin hard drive - hoping to fund a search through decentralized funding. The idea blends blockchain fundraising with treasure hunting in a modern twist.

6. Ripple to Acquire Rail for $200M to Expand Stablecoin Payments: Ripple is acquiring payment rails company Rail for $200 million to enhance its stablecoin processing capabilities. The acquisition strengthens Ripple’s infrastructure for fast, scalable digital asset payments.

7. Trump Mulls Tariffs on Bitcoin Miners: Reports suggest that Trump is considering imposing tariffs specifically targeting imported Bitcoin mining hardware, aiming to bolster domestic manufacturing. The proposal has sparked debate over geo­politics, tech sovereignty, and crypto industry access.

Big thanks for making it to the end of this week’s Hodl Report! 👊

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Happy Friday!

Disclaimer: The content from Hodl Report should not be taken as trading, investment or financial advice or solicitation to buy or sell any assets. This newsletter is for informational and educational purposes only. Please be careful out there and DYOR (do your own research)