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Markets Breathe (Barely) 😮‍💨 | Bitcoin Booms, Bonds Chill & MSFT Worship Begins

The House barely passed Trump’s $4T tax banger, and Wall Street responded with a collective meh. Bonds cooled down a bit, but Moody’s is still fuming, and the deficit party just started.

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🫣 Markets Took a Breath… But That Oxygen Mask Might Be Temporary

Thursday wasn’t bullish — it was just less painful. After Wednesday’s bond-market-induced freakout, the House passed Trump’s $4T tax bill by a single vote, easing some pressure… for now.

📉 The Dow went flat. S&P barely blinked. Nasdaq popped a bit, thanks to tech stocks catching a breather. But under the hood? This market is still sweaty-palmed and chugging espresso.

Here’s what actually matters:

🧾 Trump’s Tax Plan = Red Ink Rocket Fuel

  • Adds $4 trillion in debt over the next decade

  • Moody’s already downgraded U.S. credit

  • Senate vote still ahead — grab popcorn 🍿

💰 Bitcoin Is Now... a Safe Haven?!

  • BTC hit $111K 🤯

  • Institutions are aping into digital gold

  • Dollar weakness + debt explosion = perfect storm for crypto maxis

📉 Clean Energy Wrecked

  • $RUN: –37%

  • $ENPH: –18%

  • Trump’s bill guts green incentives. Solar stocks got smoked.

📊 Economic Data Says “Meh”

  • PMI up = yay growth

  • Prices Paid also up = oops, inflation’s still hanging around

  • Labor market = slow-mo recession vibes

🐳 Options Flow Tells the Real Story

  • $SPY and $IWM flooded with puts — whales are still hedging

  • $MSFT saw $20M in Dec ‘25 call sweeps — the AI messiah is here

  • $GOOGL and $IBIT lit up the tape — tech and crypto still have believers

🧠 Final Word:
Don’t let the calm fool you — this market is still sitting on a pressure cooker. The next CPI, another yield spike, or a Senate fumble could send things tumbling again.

Stay nimble. Stay liquid. And maybe hodl some BTC for the vibes.
— Ben The Bull 🐂

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