Trump’s trade agenda continues to shock global financial markets, prompting a revaluation of Bitcoin (BTC) and equities.
Bitcoin and the crypto market witnessed notable volatility over the last several weeks. This came as traders and investors reeled from the impacts of tariffs under US President Donald Trump.
Bitcoin and Equities May Be On The Cusp Of A Major Revaluation
The recent surge in Trump tariffs has inadvertently positioned Bitcoin as a potential beneficiary. Venture capital firm MV Global highlights the spike in US tariffs in 2025, citing levels last seen in the 1930s. This has triggered more than $10 trillion in equity losses worldwide.
“The resulting capital flight is reshaping investment flows across asset classes,” MV Global noted.
Average tariff rates on US imports. Source: MV Global on X
With liquidity quietly rebuilding, analysts anticipate a major market revaluation, with Bitcoin at the heart of it.
This forecast comes after MV Global’s Global Economy Index recently turned upward. This often precedes broader asset reflation. Notably, the metric tracks both cross-border capital flows and monetary conditions.
“Liquidity is quietly rebuilding across major economies. As the Global Economy Index turns upward, historical patterns suggest Bitcoin and equities may be on the cusp of a major revaluation,” the firm noted.
Indeed, Bitcoin’s performance is already outpacing traditional markets, which adds credence to its average April return of more than 34.4%. Macroeconomic instability and capital flight are the forces behind this seasonal pattern.
Based on this, analysts argue that the current market outlook mirrors historical periods when investors moved away from dollar-centric systems in search of decentralized alternatives.
Tomas Greif, chief of product strategy at Braiins Mining Ecosystem, agrees. He notes that Bitcoin’s volatility aligns more closely with major equity indexes.
“If you previously thought Bitcoin was too volatile, you may want to re-evaluate your passive investment strategies for retirement,” Greif remarked.
Bitcoin volatility vs. equity indices. Source: Greif on X
According to Mathew Sigel, head of digital assets research at VanEck, this emerging macro backdrop may accelerate Bitcoin’s transition from a speculative asset to a functional monetary hedge.
“Bitcoin is evolving from a speculative asset into a functional monetary tool—particularly in economies looking to bypass the dollar and reduce exposure to US-led financial systems,” Sigel wrote.
Sigel’s point reflects a broader trend: Bitcoin is increasingly viewed as a strategic asset as geopolitical and trade tensions mount. This aligns with a recent US Crypto News publication, which indicated how Bitcoin is progressively presenting itself as a hedge against traditional finance (TradFi) and US treasury risks.
Bitcoin’s potential to gain traction as an alternative reserve or settlement asset could grow. This optimism comes as more economies distance themselves from traditional US monetary influence. BeInCrypto reported that Russia is considering Ruble-pegged stablecoin to challenge US Dollar dominance.
As equity markets reel and liquidity rotates, Bitcoin’s resilience could redefine how investors hedge against geopolitical uncertainty.
Welcome to the US Crypto News Morning Briefing—your essential rundown of the most important developments in crypto for the day ahead.
Grab a coffee and watch the charts as something’s brewing in the Bitcoin (BTC) market. As August rolls in, whispers of a so-called curse resurface, stirring debate among crypto veterans, investors, and analysts. Some fear it. Others, like Robert Kiyosaki, are hoping for it.
Crypto News of the Day: Robert Kiyosaki Embraces the ‘Bitcoin August Curse’
Best known for Rich Dad Poor Dad, Robert Kiyosaki issued a provocative warning about the Bitcoin August Curse. He suggests that a sharp price drop this month may be desirable.
“Will the ‘Bitcoin August Curse’ crash Bitcoin’s price to below $90k? I hope so,” Kiyosaki wrote on X.
He framed the potential crash as a golden opportunity to double down on his BTC position. Rather than viewing volatility as a threat, Kiyosaki emphasized that Bitcoin’s long-term value lies in its contrast to fiat systems managed by what he called “incompetent PhDs” in the Fed and Treasury.
“The problem is not Bitcoin. The real problem is our multi-trillion-dollar debt and incompetent PhDs running ‘the SWAMP,’” he said.
Kiyosaki’s comments follow a summer of educational events, including The Collective and Limitless Financial Education Summit. He reportedly learned from financial thinkers like Jim Rickards, Brent Johnson, and Larry Lepard.
Notably, these sleuths are all vocal critics of fiat currency and proponents of hard assets like gold and Bitcoin.
According to Kiyosaki, the so-called curse could serve as a “stress test,” inadvertently separating tourists from settlers in crypto.
“The Bitcoin August Curse will make most Bitcoin investors richer,” he concluded.
Analysts See Bitcoin Crash as Catalyst, Not Catastrophe
Kiyosaki’s take sparked debate, with investors saying that a price crash is not a failure, but a filter.
“Most people fear the ‘Bitcoin August Curse’ because they don’t understand the real game… Crashes are a gift. But only if you know what you hold,” one user remarked.
Meanwhile, analysts are also weighing in. Quinten Francois noted that while retail investors panic-sell, long-term holders who “only buy and never sell” accumulate more BTC.
This narrative of Bitcoin volatility as financial warfare rather than failure has become increasingly dominant among hardened crypto believers.
Kiyosaki and others argue that the real risk lies not in BTC’s price action, but in the slow erosion of value through inflation and monetary policy missteps.
As Bitcoin hovers around key levels in early August, the debate intensifies. Is the August Curse a setback, or the final shakeout before a new leg higher?
The game plan for Kiyosaki is clear, and the investor welcomes it with open arms and a full wallet.
This aligns with his recent stance, which was reported in a previous US Crypto News publication. As BeInCrypto reported, Kiyosaki urged investors to buy Bitcoin, dismissing ETFs (exchange-traded funds) as paper guns.
Bitnomial announced that it will launch an XRP futures contract tomorrow, the first in the US. The announcement comes after the SEC reportedly dropped its landmark lawsuit against Ripple today.
Bitnomial dropped its own suit against the Commission regarding the regulatory status of this offering. An XRP futures contract could help lay the critical groundwork for spot ETF approval.
Case in point, Bitnomial subsequently announced that it will launch an XRP futures contract tomorrow.
“Bitnomial is launching the first-ever CFTC-regulated XRP futures in the US — physically settled for real market impact. Plus, we’ve voluntarily dismissed our case against the SEC as regulatory clarity improves. Current clients have access to XRP futures on March 20, 2025. Prospective clients can onboard with one of our FCM partners,” the firm claimed.
XRP futures are standardized derivative contracts that allow traders to speculate on or hedge against future price movements of the altcoin with physical settlement. They promote market maturity by enhancing liquidity, improving price discovery, and providing a regulated avenue for risk management.
Bitnomial tried to launch an XRP futures contract in 2024, but the SEC blocked the effort. The Commission claimed that these futures contracts would qualify as securities, and Bitnomial sued it to defend its position.
Now, the firm is dropping its suit and will launch these contracts through Botanical, a CFTC-regulated exchange. No SEC involvement is required.
“Crypto derivatives exchange Bitnomial plans to drop its own lawsuit against Wall Street’s top cop after suing the agency in October over its claim that it had jurisdiction over Bitnomial’s planned XRP futures contract,” wrote Eleanor Terrett.
In other words, this looks like a huge win for the XRP community. The SEC has recently signaled that it might allow the CFTC to regulate more crypto products, and it seems like this is starting.
If the SEC continues passing crypto-related financial products to its sister Commission, it could be a very bullish trend.
Brad Garlinghouse, CEO of Ripple, recently spoke in an interview about the SEC case and a few other topics. He explicitly confirmed that Ripple could not overturn a previous ruling against the firm, as it tried to do. He said that Ripple may continue fighting for the right to sell XRP to institutional investors, but he isn’t certain.
Garlinghouse is certain, however, that an XRP ETF will happen soon. He didn’t comment on Bitnomial’s XRP futures contract, but he cited other factors.
“I have immense confidence on the ETF. I think there’s 11 different filings pending with the SEC to launch ETFs. I think those will be live in the second half of this year,” Garlinghouse claimed.
In other words, things are looking good for Ripple supporters overall. The SEC lawsuit is over, and Bitnomial’s new XRP futures contract might help lay the groundwork for an ETF.
The Middle East and North Africa (MENA) region is quickly becoming a notable force in the push for global crypto adoption. With growing participation from institutions and enterprises and supportive regulations for Web3 technology, MENA is set to expand its impact.
BeInCrypto interviewed Stephan Apel, CEO of Outlier Ventures, to explore the characteristics of these tech-driven economies and their anticipated innovations.
Web3 Adoption and Market Growth
MENA has emerged as a significant center for Web3 development, facilitated by a combination of demographic, technological, and cultural factors. The region’s entrepreneurial spirit has also fostered an environment conducive to the adoption of decentralized technologies.
“The MENA market has set a standard for adopting next-gen technologies and using them to boost their economic transformation. This is especially true for Web3 technologies— the region recognised their potential early on, offering the resources needed for these projects to scale and thrive on both regional and global levels,” Apel told BeInCrypto.
Consequently, the region is witnessing an increase in startups, investors, and developers exploring Web3 and its diverse applications.
A 2024 Chainalysis report revealed that MENA was the seventh biggest crypto market worldwide. From July 2023 to June 2024, the region saw $338.7 billion in online crypto transactions, representing 7.5% of all crypto transactions globally.
Share of all cryptocurrency transaction value by region. Source: Chainalysis.
Notably, Turkey and Morocco ranked among the top 30 countries globally in crypto adoption. Turkey secured the 11th spot, while Morocco ranked 27th. These nations alone accounted for $137 billion and $12.7 billion in received cryptocurrency value, respectively.
Furthermore, the MENA region’s crypto activity is predominantly driven by institutional and professional players, as a substantial 93% of all value transferred involves transactions exceeding $10,000.
Meanwhile, Gulf Corporation Council (GCC) members have distinguished themselves through their ambitious technological initiatives.
MENA’s Strategic Shift Towards AI
The onset of artificial intelligence (AI) has prompted governments and businesses within the Middle East to acknowledge the global trend towards related advanced technologies. Countries like Qatar, Saudi Arabia, and the United Arab Emirates (UAE) are considering their strategic position concerning this technological transformation.
According to a report by PricewaterhouseCoopers (PwC), AI could contribute up to $15.7 trillion to the global economy in 2030. The consulting firm predicts that the Middle East will bring 2% of the total global benefits, equal to $320 billion.
MENA’s pioneering role in AI development. Source: PwC.
The PwC report also indicates that Saudi Arabia will see the largest absolute gains from AI by 2030, with an estimated US$135.2 billion added to its economy, or 12.4% of GDP. In terms of GDP percentage, however, the UAE is expected to see the greatest impact, approaching 14% of its 2030 GDP. Meanwhile, for GCC states Bahrain, Kuwait, Oman, and Qatar, AI is expected to contribute 8.2% of their GDP.
Given the region’s latest initiatives and investments in AI innovation, these numbers come as no surprise.
Saudi Arabia’s AI Development Initiatives
In 2016, the Saudi Arabian government launched Vision 2030, a program to promote economic, social, and cultural diversification. Integral to this vision is a strategic shift towards artificial intelligence and data-driven innovation, a key component of the nation’s economic diversification efforts.
Saudi Arabia is making notable advancements in AI. The country aims to reduce its reliance on oil by developing advanced technology sectors through targeted investments, infrastructure development, and workforce training.
“Fueled by its Vision 2030 initiative, Saudi Arabia has already created a thriving startup ecosystem, dedicated significant investment in emerging technologies,and designed policies to attract global talent and entrepreneurship,” Apel told BeInCrypto.
The Saudi Data and Artificial Intelligence Authority (SDAIA) spearheads Saudi Arabia’s push into artificial intelligence, shaping and implementing the country’s national data and AI strategy. The National Data Bank is a cornerstone of their efforts. It is designed as a central hub for data access and analysis, facilitating AI applications across public and private sectors.
Last November, Saudi Arabia also unveiled Project Transcendence. The $100 billion investment initiative focuses on accelerating the integration of AI and advanced technologies.
Similar to its neighbor, the UAE has actively pursued AI adoption.
UAE’s AI Strategy and Investments
In 2017, the UAE launched its National Strategy for Artificial Intelligence, which aims to make the country a global leader in the field by 2031. The UAE AI and Blockchain Council oversees this strategy, which impacts sectors like education, energy, and tourism.
The UAE is already reaping the benefits of its AI initiatives. In April, Microsoft announced a $1.5 billion investment in G42, an Abu Dhabi-based technology holding company. G42 is known for its data centers and the development of Jais, a leading Arabic-language AI model.
In September, G42 and Nvidia partnered to create AI-driven solutions for improved weather forecasting. The collaboration aims to advance climate-related technologies by using Nvidia’s Earth-2 platform, which enables AI-augmented climate and weather simulations.
Three months later, Abu Dhabi-based global technological ecosystem Hub71 partnered with Google to boost startup growth in the UAE. This collaboration will bring Google’s “Google for Startups” program to Abu Dhabi, including a dedicated accelerator for Hub71 startups in 2025.
He also drew attention to the planned convergence of AI and Web3 technologies in these prominent regions.
Convergence of AI, Web3, and IoT
Integrating the Internet of Things (IoT), blockchain, and AI technologies is gaining traction among businesses in the Middle East. By combining these technologies, organizations can access new avenues for growth, increase efficiency, and create novel user experiences.
In 2018, the Dubai Airport Freezone Authority launched Dubai Blink, a platform that integrates AI, blockchain, and virtual licenses to facilitate global trade. This system enhances supply chain innovation through ‘smart commerce’ by expediting trade with a unified online platform. Furthermore, it addressed the cumbersome process of supplier identification by using AI algorithms to streamline and accelerate the validation process.
Ultimately, MENA’s proactive approach to technological advancement, coupled with its strategic focus on Web3 and AI, signals a future where the region will be a pivotal architect in shaping the digital economy.
