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QCP Capital: Markets Brace for August Tariffs, Debt Ceiling Amid Crypto Calm

2025-07-08 20:47:19

Main Idea

Markets are preparing for potential August tariffs and debt ceiling issues, while cryptocurrencies remain unusually calm, supported by steady inflows and institutional adoption.

Key Points

1. President Trump has set an August 1 deadline for trade deal progress, threatening 25% tariffs on Japan and South Korea, which could reset months of negotiations.

2. QCP Capital highlights a paradox where fiscal spending makes the economy appear robust despite underlying risks, with Federal Reserve Chair Jerome Powell remaining cautious about tariff-driven inflation.

3. Institutional adoption in the crypto market has deepened, with steady ETF and corporate treasury inflows supporting Bitcoin near all-time highs despite low volatility.

4. The SEC is requesting revised filings for spot Solana (SOL) ETFs by month-end, suggesting potential approval ahead of the October 10 deadline.

5. QCP warns that the current market calm may be the "calm before the storm," as U.S. policy decisions in Q3 and Q4 could spark significant volatility.

Description

Global markets face a critical test from potential U.S. tariffs and the debt ceiling, even as cryptocurrencies exhibit unusual calm supported by institutional inflows, according to an analysis by Singapore-based digital asset trading firm QCP Capital. Analysis Shows Bitcoin Supported by Inflows While Global Markets Navigate Trump Trade Threats President Trump has set an August

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