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I just went over what happened after I went to sleep yesterday, and indeed did not see any obvious Unfavourable Information. Trump's speech reaffirmed tariffs for some countries and once again extended the tariff implementation period. Even though it was previously said that there would be no extension, it has now been extended to August 7, purportedly to give customs more time to prepare.
It's not just cryptocurrencies that are falling; U.S. stocks also declined yesterday, and today CME.