📈Bitcoin Flexes While the World Fumbles: ETFs, Tariffs, and Trump’s Crypto Circus

📆 Week of April 21, 2025

🛰️ Hey Nebulites,

Another wild week in crypto and global markets — with a twist: Bitcoin is doing its own thing again.

While equities wobbled and macro tension rose, Bitcoin flexed:

• Crossing $94,000

• Flipping Google and Amazon in market cap

• And attracting serious institutional flows at record pace

Meanwhile, Trump made headlines with tariff backpedals, meme coin dinners, and a growing feud with the Fed.

But don’t worry — we filtered the chaos for you.
Here’s what really matters this week 👇

📦 This Week’s Lineup:

1. 🇨🇳 Trump’s Trade War U-Turn — From 145% tariffs to “let’s talk”

2. 📊 Bitcoin Flips Amazon & Google — As ETFs swallow 25K BTC in 4 days

3. ⚖️ Trump vs Powell — Why Fed pressure could be rocket fuel for Bitcoin

4. 🍽️ Dinner with Trump… if You Hold His Meme Coin

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🇺🇸🇨🇳 CHAPTER 1 — Trump Signals Tariff U-Turn on China, Markets React

After weeks of economic brinkmanship and record-breaking tariffs, President Trump is backpedaling slightly — and markets noticed.

At a White House press briefing this week, Trump suggested that the 145% tariffs on Chinese goods “will come down substantially… but it won’t be zero.”
Translation? The tone has shifted from "trade war" to "trade reset."

Wall Street liked what it heard:

• S&P 500, Nasdaq, and Dow hit their daily highs after the comments

• Asian markets followed suit: Hang Seng +2%, Nikkei +2%, Kospi +1.5%

🧠 What’s Really Going On?

Trump’s statement seems to signal three things:

1. Reality check: A 145% tariff isn’t sustainable for U.S. businesses or consumers.

2. Political recalibration: With recession fears growing, the White House may want to dial down the tension.

3. China pressure strategy 2.0: Shift from “maximum pressure” to “negotiation optics” without fully backing down.

🇨🇳 Meanwhile, in Beijing…

China’s Foreign Ministry responded with a familiar tone:
“We don’t want to fight — but if it’s to fight, we’ll fight till the end.”

They emphasized diplomacy based on “equality and mutual respect,” but retaliations remain in play.

🧠 Nebular Take

This could mark the start of a de-escalation cycle — but don’t expect peace doves just yet.

Markets are sniffing out any sign of detente, but with:

• Midterm political pressure

• China’s assertive countermeasures

• Ongoing global recession risks

…this story is far from over.

📊CHAPTER 2 — Bitcoin Become the 5th Largest Asset* on Earth as ETFs Go on a Buying Spree

The ETFs are back — and they’re hungry.

On Wednesday alone, Bitcoin ETFs pulled in $919 million, marking their biggest daily inflow since January. It’s their second straight day over $900M, and Wall Street is taking note.

• BlackRock’s IBIT led the charge with $645M

• ARK’s ARKB: $130M

• Fidelity’s FBTC: $125M

• Total: 25,000 BTC bought in 4 days — that’s over $2.7 billion in Bitcoin

🔥 Why It Matters

ETF inflows are more than numbers — they’re a real-time sentiment signal from the most serious players in the game.

And this week’s flow surge coincides with:

• BTC breaking $94K

• A 9% price rally

• A decoupling from tech stocks, which have been bleeding due to tariff chaos

For the first time in a while, Bitcoin isn’t trading like a risk-on stock.
It’s starting to trade like a macro asset — one that institutions are backing even when equities stumble.

💥 Bitcoin Flips Google and Amazon

The result of this ETF-fueled rally?

BTC just became the 5th largest asset in the world* (7th largest at the time of writing this) — overtaking:

• Alphabet (Google)

• Amazon

With a market cap of $1.87 trillion, Bitcoin is now ahead of the Nasdaq 100 in performance and is being viewed by analysts as a top-tier macroeconomic asset, not just a “crypto play.”

🚀 What’s Next?

• Resistance: $94,000 is the first hurdle

• Target: All eyes on the psychological $100K level

• Risk: Profit-taking and liquidation spikes if momentum stalls

But the trend is clear:
Institutional capital is flowing back into Bitcoin.
Not as a trade. As a statement.

🧠 Nebular Take

This isn’t about hype.
It’s about capital — fast money, smart money, big money — saying: Bitcoin belongs on the global stage.

With spot ETFs maturing, macro volatility rising, and inflation stories heating up again, BTC is behaving like what many hoped it would become:
Digital gold — and a dominant asset class in its own right.

⚖️ CHAPTER 3 — Trump vs. Powell: Why The Fed Drama Could be Bullish for Bitcoin

President Trump is turning up the heat on Fed Chair Jerome Powell — and Bitcoin is quietly reaping the benefits.

Trump’s frustration?
He believes Powell is being “too slow, too wrong” with interest rate cuts, publicly calling for his removal and comparing the Fed unfavorably to the ECB, which has already slashed rates.

Powell, for his part, isn’t budging:
He’s defending the Fed’s independence, saying monetary policy should follow data — not political pressure. And no, he won’t resign.

🧠 Why This Matters for Bitcoin

Tensions between politicians and central banks usually make for juicy headlines — but they also spark real market consequences. And for Bitcoin? It’s potentially rocket fuel.

📉 1. Fed Independence = Cracks in Confidence

• When political leaders try to influence rate policy, markets get nervous.

• If the Fed is seen as compromised, the U.S. dollar weakens.

• And guess where that capital flows? To hard assets like gold and... Bitcoin.

🪙 2. Bitcoin = Safe-Haven Flow Magnet

• Amid Trump–Powell drama, Bitcoin surged above $94,000

• Traders increasingly treat BTC like digital gold when political or monetary stability is in question.

• Uncertainty = BTC strength.

📉 3. More Volatility, More Opportunity

• Bitcoin already reacts to every Fed signal — now imagine adding political fire on top.

• A surprise rate cut = rally.

• A Powell firing rumor = spike.

• Hawkish tone = instant pullback.

• In this environment, even a Trump tweet can move Bitcoin.

🏦 4. Institutions Hedge, Retail Reacts

• Institutions are watching this closely — and allocating to Bitcoin as a macro hedge.

• Retail investors? Mostly reacting emotionally to headlines = more short-term volatility.

🧠 Nebular Take

This is more than political theater. It’s about:

• Currency credibility

• Institutional trust

• And the rising appeal of a monetary system with no Jerome Powell… and no Trump.

🍽️ CHAPTER 4 - Want Dinner with Trump? Just Buy His Meme Coin

In case you thought 2025 couldn’t get any weirder — President Trump is now offering a private gala dinner to the top 220 holders of his meme coin, $TRUMP.

Yes, really.

$TRUMP, the President’s meme coin, spiked 70% this week — not because of tech updates or utility, but thanks to a dinner invite.

The top 220 holders get a gala dinner with Trump.
The top 25? VIP reception + a mystery tour (originally teased as a White House visit, later removed from the site).

Trump’s crypto empire includes:

• Meme coins (launched before inauguration)

• A crypto exchange (World Liberty Financial)

• A White House with a pro-crypto stance

Not everyone in Trump’s inner circle was aware of the dinner promo. But the market sure reacted.

🧠 Nebular Take:

We’re officially in the timeline where:

• Utility = Proximity to Power

• Pumps = Promises of Prestige

• Tokenomics = Dinner plans

Whether you find it brilliant or bizarre, this is the future of meme coin mechanics.

💡 Crypto Tip of the Week: Follow the Smart Money

This week’s ETF inflows are a powerful reminder:

👉 Smart money doesn’t wait for headlines. It moves before them.

Watching what institutions do — not just what they say — is one of the best ways to track confidence in the market.

When BlackRock starts scooping up BTC while stocks stumble?
That’s a signal.

Track the flows. Trace the trend. And align your bets accordingly.

🤡Memes of the week:

That’s a wrap for this week.

If you enjoyed it, forward it to a friend who still thinks ETF inflows are “just numbers.”

Stay sharp. Stay sovereign.

— Daniel
Founder, Nebular

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.