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00:00:00 Trade war, tariffs, market environment

00:13:54 Bitcoin, Coinbase, strategy, Robinhood

00:39:50 PayPal

01:02:00 Nvidia

01:21:00 Tesla

01:44:00 SpaceX & Starlink

01:56:40 Hamburg election

Spotify

https://open.spotify.com/episode/30gKZLHAwjWDahoz8DARYM?si=mZ2T4jUPQkOPdwfm_HVAvw

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https://youtu.be/wioV-LvXgKc

Apple Podcast

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Today we continued with the tariffs. Against everything and everyone 🧐. From tomorrow it should probably start with the Zöllen❗️

A man who has managed to ride the entire stock and crypto market up and down like a rollercoaster since his inauguration. 😅

The rise of $BTC (-3,49%)
$XRP (-6,05%)
$SOL (-3,2%) has subsided. Sell-offs and downward trend.

$NVDA (+0,22%) Currently down by approx. 7%. Followed by many others.

This week will see important economic data that will or could be very decisive.

Friday will be explosive when the US unemployment rate, non-farm employment figures and the FED report are published. And of course Jerome Powell's speech afterwards. If there are indications of an interest rate cut earlier than expected, this could give the markets a kick.

If the Fed sticks to the current situation, it could correct downwards again.

Let us be surprised.

⏳ Reading time: approx. 5 minutes

US President Donald Trump has announced plans to set up a national Crypto Strategic Reserve, which will hold leading cryptocurrencies such as Bitcoin ($BTC (-3,49%)), Ethereum ($ETH (-4,13%) ), XRP ($XRP (-6,05%)), Solana ($SOL (-3,2%) ) and Cardano ($ADA (-5,08%) ) are to be included. While some are celebrating this as a revolutionary step for the financial world, others see it as a risky experiment with an uncertain outcome.

Positive aspects of the crypto reserve

1. geopolitical and economic strategy

In the past, the US has often used its financial policy as an instrument of power - be it through sanctions or the influence of the US dollar. A crypto reserve could be a counterweight to dependence on fiat currencies and help the US prepare for a digitalized financial world in the long term.

2. diversification of government reserves

The US Federal Reserve currently holds almost 8,000 tons of gold as a reserve, which accounts for around 78% of its total currency reserves. Gold is considered safe, but it also has disadvantages: It is difficult to transfer and is dependent on physical deposits. Bitcoin, on the other hand, can be moved around the world in seconds and could be an alternative as "digital gold".

3. greater market acceptance for crypto

If one of the world's largest economies were to actively hold cryptocurrencies as a strategic reserve, this could send a signal to institutional investors. An investment by the US government would be seen as a vote of confidence in the crypto market and could lead to banks, hedge funds and companies investing more heavily in digital assets.

Critical view

1. high volatility - risk to public finances

Although Bitcoin is known as a store of value, its price fluctuations are enormous. While gold has risen by around 50 % in the last ten years, Bitcoin has increased in value by over 10,000 % in the same period - with extreme fluctuations. A sovereign reserve affected by such swings could cause financial instability.

2 Regulatory uncertainty and market manipulation

The US is still divided on how to regulate cryptocurrencies. While the SEC is taking action against some crypto projects, the CFTC views Bitcoin as a commodity. If the state invests in crypto, the question arises: will it intervene in the future to minimize its own losses? And wouldn't that be a distortion of the market?

3. environmental aspects - does the USA even care?

According to estimates by the University of Cambridge, Bitcoin mining consumes more electricity than entire countries such as Argentina. But let's be honest - has the US ever had a problem with accepting high energy consumption when it comes to economic or military interests?

Are these cryptocurrencies the right choice?

The choice of cryptocurrencies included in the reserve is crucial. Here's a closer look at the five candidates:

1. bitcoin ($BTC (-3,49%)) - The digital gold?

✔️ High market capitalization (~1.8 trillion USD)

✔️ Strong security network through the Bitcoin network

❌ Slow transaction speed (only 7 transactions per second)

❌ High energy intensity

Bitcoin is often compared to gold and has already been used as a reserve asset by many companies and countries (e.g. El Salvador). However, it remains highly volatile and its scalability is limited.

2. ethereum ($ETH (-4,13%)) - The foundation of the crypto economy?

✔️ Smart contracts enable a wide range of applications

✔️ Market leader in the field of DeFi and NFTs

❌ High transaction costs ("gas fees")

❌ Competition from new blockchain technologies

Ethereum has established itself as the dominant platform for decentralized applications. Following the switch to proof-of-stake, it has also become more energy-efficient. Nevertheless, high fees and scaling problems are still unresolved.

3. XRP ($XRP (-6,05%)) - The controversial bank crypto?

✔️ High transaction speed (1,500 TPS)

✔️ Low costs for international transfers

❌ Ongoing legal disputes with the SEC

❌ Criticism of centralization (strong control by Ripple Labs)

XRP could be suitable for a state reserve, as it was designed as a bridge currency for international transfers. However, the long-standing dispute with the US Securities and Exchange Commission has raised doubts about the long-term security of the investment.

4. solana ($SOL (-3,2%)) - The Ethereum killer?

✔️ Extremely fast transactions (up to 65,000 TPS)

✔️ Low fees

❌ Several network failures in recent years

❌ No mass adoption yet

Solana has the potential to surpass Ethereum in terms of speed, but the network has repeatedly struggled with technical problems. Whether a state should rely on a still young technology is questionable.

5 Cardano ($ADA (-5,08%)) - The sustainable challenger?

✔️ Scientifically sound development approach

✔️ More sustainable than Bitcoin or Ethereum

❌ Slow development and low usage compared to Ethereum

❌ Market position still uncertain

Cardano is often praised as a sustainable and scientifically sound blockchain. However, many of its planned functions have not yet been fully implemented and it remains to be seen whether it can establish itself in the long term.

Conclusion - Ingenious move or dangerous experiment?

The idea of a state crypto reserve is innovative and could permanently change the financial market. Should the USA actually implement Bitcoin and Co. as a strategic reserve, this could send a signal to other nations.

However, in my opinion, the risk is high: high volatility, regulatory uncertainties and technical challenges leave some questions unanswered.

What do you think? Is a national crypto reserve the next logical step - or is the US making too risky a bet here? 🔥

This afternoon - I don't know why ... opened a $XRP (-6,05%) opened a position with 10x .... and closed it again with 310%.

Takeover interest in Allegro

Allegro Microsystems $ALGM (-2,61%) attracts takeover interest from ON Semiconductor, Bloomberg News reports. ON Semiconductor $ON (+4,24%), with a market value of $19.83 billion, has hired advisers in recent months to push ahead with a takeover of Allegro, which is valued at $4.11 billion. There is speculation that other potential buyers may also be interested in Allegro. Allegro has also appointed Mike Doogue as its new CEO, while ON Semiconductor has announced a restructuring plan that will affect 2,400 jobs worldwide.

Trump designates cryptocurrencies for strategic reserve

In the US, President Donald Trump has designated three cryptocurrencies, including $XRP (-6,05%) , $SOL (-3,2%) and $ADA (-5,08%), for a new strategic reserve. This news caused prices to rise by up to 55% on Sunday. Trump emphasized that his goal is to make the US the "crypto capital of the world". Despite a recent decline in cryptocurrency values, the industry is hoping for a clear regulatory direction under the Trump administration. It remains unclear how the new reserve will be set up in concrete terms and whether legislation is required for this.

Honor invests 10 billion in AI

Honor, the smartphone manufacturer from Shenzhen, is planning to invest USD 10 billion in the development of AI for its devices over the next five years. CEO James Li announced at the Mobile World Congress that the company plans to develop AI-powered PCs, tablets and wearable technologies in addition to smartphones. Honor recently completed a restructuring to prepare for an IPO. Despite a decline in the smartphone market, Honor aims to capitalize on the booming AI investment landscape in China and is receiving support from the local government for research and development.

Sources:

https://finance.yahoo.com/news/allegro-drawing-takeover-interest-semiconductor-154617062.html

https://finance.yahoo.com/news/trump-names-cryptocurrencies-strategic-prices-160454350.html

https://finance.yahoo.com/news/chinas-honor-announces-10-billion-163451037.html

$BTC (-3,49%) back to 88K. Trump pumps $ADA (-5,08%) , $XRP (-6,05%) and $SOL, (-3,2%) but not $BTC (-3,49%) and $ETH (-4,13%) .

I am glad that I have taken crypto profits and shifted into equities. In line with my strategy, I'm shifting into distributors, which should finance my new accumulation via dividends in the coming bear market so that I don't have to use my net salary. The $HSBA (-3,37%) is one of the major British banks with a focus on Asian business and one of the successors in which my profits and investments from $XRP (-6,05%) , $LINK (-6,09%) , and a tranche $UNI (-5,72%) have flowed into. Of course, crypto in general is only a small part of my assets, hence the amounts invested in the "followers", but HSBC really stands out with a strong +24% performance since December. Wow! I didn't expect that at all. I love such defensive stocks and even more their cash flow. More information will probably be available at the end of next week in my February review.

$XRP (-6,05%)