Markets whipsaw on a fresh U.S.-China tariff flare-up and rare-earth export controls. We break down what that means for stocks, crypto, and sentiment. Then: the UK reopens crypto ETNs to retail, Japan’s “Iron Lady” moment and how it could shape crypto policy, the U.S. Senate stalemate over DeFi rules, and the “chain wars” as Solana’s stablecoin supply soars. We conclude with why stablecoins have just crossed the $300B mark and what to watch next.
Not financial advice. Educational commentary only.
Hosts:
Jesus Burgoa (JR), Founder & CEO of Social Market
LinkedIn: https://www.linkedin.com/in/jesus-rafael-burgoa-b34874170/
X: https://x.com/jesusrburgoa
Website: https://jrburgoa.com/
Co-Host:
Leon Hitchens, CMO of Social Market (out this week)
LinkedIn: https://www.linkedin.com/in/leonhitchens/
X: https://x.com/Leonhitchens
Website: https://www.leonhitchens.com/
Find Us:
Spotify: https://open.spotify.com/show/3cfUVNwIm2AXt2oZ0nx2Dv
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-social-ledger/id1803475184
YouTube: https://www.youtube.com/@TheBoostChannel
Website: https://theboost.fm/social-ledger-report/
Key Takeaways
🚨Macro shock = risk reset: Rare-earth restrictions + tariff threats hit equities and spilled into crypto before a partial tone softening.
🚨Policy shapes flows: UK’s ETN greenlight and Japan’s leadership shift could tilt crypto adoption and taxation paths abroad.
🚨DeFi bill friction: U.S. Senate drafts floating KYC/AML + broker-style obligations for DeFi websites would materially change how wallets/front ends operate.
🚨Stablecoin momentum: Solana gains share, but Ethereum remains the dominant settlement layer; stablecoins increasingly intertwine with U.S. debt markets.
References Mentioned:
💥Markets indicate recession, but are we in one?
📉https://economictimes.indiatimes.com/news/international/us/bitcoin-crashes-to-105000-before-rapid-rebound-why-the-market-plunged-and-what-triggered-the-bounce/articleshow/124466871.cms?from=mdr
📉https://www.ccn.com/education/crypto/cryptos-19-billion-liquidation-explained-trump-china-tariff-leverage-crash/
💥Global and Macro Ties
📉https://www.reuters.com/markets/europe/global-markets-view-europe-2025-10-06/
📉https://www.theasianbanker.com/mediafeed-news/details?rkey=20251010AE95025&filter=23792&pd=10%2520Oct%25202025
📉https://convera.com/blog/foreign-exchange/data-drought-dollar-drive/
📉https://www.mitrade.com/au/insights/news/live-news/article-3-1183262-20251009
📉https://www.mitrade.com/au/insights/news/live-news/article-3-1173002-20251006
💥DeFi faces scrutiny by senate Democrats
📉https://www.politico.com/news/2025/10/09/tensions-over-crypto-bill-boil-over-in-the-senate-00601479
📉https://www.dlnews.com/articles/regulation/crypto-seethes-over-senate-democrats-defi-gambit/
📉https://finance.yahoo.com/news/democrats-propose-restricted-list-defi-093707934.html
💥Stablecoin Explosion and Chain Wars
📉https://info.arkm.com/research/how-stablecoins-reached-a-300-billion-market-cap-in-2025
📉https://funds.galaxy.com/insights/october-2025-market-commentary
📉https://www.mitrade.com/insights/news/live-news/article-3-1177784-20251008
📉https://www.bitget.com/news/detail/12560604999939
https://beincrypto.com/solana-stablecoin-market-cap-soars-genius-act/
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