ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra

ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic – Bankless

Mentioned

Bullish

META— Meta reviving stablecoin plans with RFP for integration across Facebook, Instagram, and WhatsApp could drive significant stablecoin adoption from 350B to 1T+.
STABLES— Stablecoin sector poised for massive growth as Meta and other social media platforms integrate payment functionality, democratizing finance.
COIN— Coinbase adding stocks and ETFs with 24/5 trading puts them at product parity with Robinhood, potentially leapfrogging them on trading hours.

Bearish

BTC— Bitcoin facing multiple headwinds including permanent allocation shifts away from crypto, quantum fears, Trump association backlash, and AI stealing thunder.
CRYPTO— Crypto sector experiencing extreme fear worse than FTX collapse, with doubt about ever reaching previous highs as AI becomes the hot sector.
EQUITIES— Equity markets facing massive uncertainty from AI disruption fears and tariff chaos, with potential for AI-driven productivity gains to paradoxically undermine the economy.

Not investment advice.