TRUMP, ZELENSKIY, VANCE ARGUE IN THE OVAL OFFICE

More Updates After This Heated Exchange:

TRUMP: ZELENSKIY NOT READY FOR PEACE

TRUMP: ZELENSKIY CAN COME BACK WHEN HE IS READY FOR PEACE

TRUMP: ZELENSKYY 'DISRESPECTED' U.S. IN OVAL OFFICE

TRUMP & ZELENSKIY PRESS CONFERENCE CANCELED

US, UKRAINE MINERALS DEAL WAS NOT SIGNED

Trump: Executive Order on Digital Assets directed the Presidential Working Group to move forward on a Crypto Strategic Reserve that includes XRP, SOL, and ADA. I will make sure the U.S. is the Crypto Capital of the World. We are MAKING AMERICA GREAT AGAIN!

XRP SURPASSED ETH IN FDV

Trump: And, obviously, BTC and ETH, as other valuable Cryptocurrencies, will be at the heart of the Reserve. I also love Bitcoin and Ethereum!

Crypto Czar David Sacks: President Trump has announced a Crypto Strategic Reserve consisting of Bitcoin and other top cryptocurrencies. This is consistent with his week-one E.O. 14178. President Trump is keeping his promise to make the U.S. the “Crypto Capital of the World.” More to come at the Crypto Summit.

The Week Ahead | @infinityhedge

Tue/4:
*Trump's address to the joint session of Congress
*US Proposed tariffs on China (additional 10%), Canada, Mexico to go into effect; Mexico aims to close a tariff deal by Tue., Bessent urged Canada to Match Mexico’s Pitch on China Tariffs, signalling a potential path to avert tariffs; China preparing response to fresh US tariffs

Wed/5:
*China’s Premier Li Qiang is expected to announce economic growth, budget targets, watching closely for stimulus details and Trade war with US
*$ENA Unlock: $800M

Fri/7:
*Trump to deliver remarks at White House Crypto Summit; Crypto Czar said ‘More to come at the Crypto Summit’
*US Nonfarm Payrolls, Unemployment Rate data
*Fed's Powell to speak

Post will be refreshed w/ new info and Graphics/Articles are in the group⬎

TRUMP, TSMC EXPECTED TO ANNOUNCE $100B INVESTMENT IN US: WSJ

*TSMC'S TOTAL INVESTMENT IN US WILL BE AT LEAST $165 BILLION: TRUMP

TRUMP SAYS TARIFFS ON NON-US AGRICULTURAL PRODUCTS ON APRIL 2

TRUMP: TARIFFS ON CANADA, MEXICO TO START TUESDAY

*TRUMP: NO ROOM LEFT FOR DEAL ON TARIFFS ON MEXICO, CANADA

*NVIDIA SHARES SINK 10% TO HIT LOWEST LEVEL SINCE SEPTEMBER

WHITE HOUSE: TRUMP SIGNED ACTION TO TARIFF CHINA AT 20%

*CHINA RETALIATES AGAINST TRUMP TARIFFS WITH LEVIES OF UP TO 15%

*CANADA ISSUES 25% RETALIATORY TARIFF ON US IMPORTS, WILL REMAIN IN PLACE UNTIL US TRADE ACTION IS WITHDRAWN

*Trump's 25% tariffs on Mexico and Canada took effect, ending decades of relative free trade between US and its North American neighbors; along with a doubling of duties on Chinese goods to 20%.

*The tariff actions, which could upend nearly $2.2 trillion in two-way annual U.S. trade went live

*Mexico to announce response on Tuesday

Update: Mexico will announce counter-measures on Sunday

CANADA WILL BE IMPOSING 25% TARIFFS ON U.S. IMPORTS WORTH C$30 BLN WITH IMMEDIATE EFFECT: PRIME MINISTER TRUDEAU

CANADA TO IMPOSE 25% TARIFFS ON C$125B OF US IMPORTS IN 21 DAYS

IF U.S. TARIFFS PERSIST, CANADA WILL ALSO LOOK AT NON-TARIFF MEASURES

US TARRIFS AREN'T ABOUT FENTANYL, THAT'S LEGAL PRETEXT: TRUDEAU

TRUMP: US RECIPROCAL TARIFFS WILL IMMEDIATELY INCREASE IF CANADA IMPOSES RETALIATORY TARIFFS

LUTNICK: TRUMP MAY ROLL BACK CANADA, MEXICO TARIFFS TOMORROW

LUTNICK: TARIFFS COMPROMISE ANNOUNCEMENT LIKELY TOMORROW

LUTNICK: TRUMP IS CONSIDERING RELIEF FOR USMCA-COMPLIANT GOODS

*US WEIGHS ONE-MONTH DELAY OF CANADA, MEXICO TARIFFS ON AUTOS

*WHITE HOUSE: WILL GIVE ONE MONTH EXEMPTION ON ANY AUTOS COMING THROUGH USMCA

*Update: Mexico won't have to pay tariffs on USMCA goods until April 2: Trump

UPDATE: US PAUSES TARIFFS ON CANADA, MEXICO USMCA TRADE UNTIL APRIL 2

TRUMP: STEEL AND ALUMINUM TARIFFS WILL NOT BE MODIFIED

TRUMP: NO USMCA EXEMPTION FOR AUTO TARIFFS NEXT MONTH

⚠️ BIG EVENTS COMING TODAY:

*U.S. NFP DATA AT 8:30 ET
*TRUMP TO DELIVER REMARKS AT 11
*POWELL SPEAKS AT 12:30
*TRUMP SPEAKS AT 13:30
*TRUMP TO SIGN EXEC ORDERS AT 14:30
*TRUMP TO DELIVER REMARKS AT CRYPTO SUMMIT, 15:00

NFP ESTIMATES:
*MEDIAN: +160K
*JPM/GS: +175k/+170k
*JEFFERIES: +115k
*BBG: +65k
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ICYMI: ⚠️*President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve.

*Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings.

*The Secretaries of Treasury and Commerce are authorized to develop budget-neutral strategies for acquiring additional BTC, provided that those strategies have no incremental costs on taxpayers.

*The U.S. will not sell any bitcoin deposited into the Reserve.

*Executive Order Also establishes a U.S. Digital Asset Stockpile, consisting of digital assets other than BTC forfeited in criminal or civil proceedings.

*The government will not acquire additional assets (likely referring to Altcoins not BTC) for the Stockpile beyond those obtained through forfeiture proceedings.
-----------------------------
**SIZE OF RESERVE: Current US BTC balance available for re-purpose into a reserve is max 86k BTC, only 43% of current gov. holdings. that’s because of the ~198k BTC now held by USG, 112k BTC will be returned to bitfinex: Head of Research at Galaxy Research

U.S. TREASURY SECRETARY BESSENT: NEED TO BRING BITCOIN ONSHORE

BESSENT: WE'LL SEE WHAT THE WAY FORWARD IS FOR ANY BITCOIN ACQUISITION

BESSENT: FIRST THING TO DO IS STOP GOVERNMENT BITCOIN SELLING

BESSENT: BIG PROPONENT ON US TAKING WORLDWIDE LEAD ON CRYPTO