According to The Kobeissi Letter, President Trump publicly advised, 'you better go out and buy stocks now' on May 8, 2025 (source: The Kobeissi Letter on Twitter). Historically, such presidential endorsements often boost short-term investor sentiment and can drive a surge in traditional equity markets. For crypto traders, this bullish rhetoric signals increased risk appetite, potentially leading to higher inflows into both stocks and digital assets as investors seek growth opportunities. Close monitoring of equity and crypto correlations is advised, as renewed confidence in equities could either attract capital away from crypto or spark a broad-based rally across risk assets.

According to The Kobeissi Letter, US government interest payments declined by $13.5 billion in Q1 2025 to an annualized $1.11 trillion, the lowest since Q2 2024 and marking the first quarterly decrease since 2020 (source: The Kobeissi Letter, May 7, 2025). For crypto traders, this easing in government debt costs could reduce pressure on Treasury yields and potentially benefit risk assets like Bitcoin and Ethereum, as lowered yields may drive more capital toward alternative investments. However, the interest expense remains twice as high as previous years, maintaining long-term fiscal concerns that continue to influence crypto market volatility.

According to The Kobeissi Letter, Warren Buffett emphasized that trade should not be used as a weapon and highlighted the risks of ongoing global trade tensions. Berkshire Hathaway reported a 14% year-over-year decline in operating earnings to $9.6 billion, attributing part of the decrease to the negative effects of tariffs. This underscores the direct impact of trade policies and tariffs on major corporate earnings, suggesting traders and investors should closely monitor tariff developments and their influence on equity performance. Source: The Kobeissi Letter (May 3, 2025).