US Tariffs Unsettle the Markets while the UK's May GDP Unexpectedly Contracted north Overview: The US 35% tariff on Canada and President Trump's threat to have a 15%-20% universal tariff rather than 10% provides today's disruption. A tariff letter for the EU is awaited but seeing how the US treated Canada and Brazil (with whom the US has a trade surplus) warns of the risk to [...]
The Dollar's Upside Correction Stalls north Overview: The continued release of US tariff announcements shapes the near-term considerations. Of the surprises, the 50% tariff on Brazil (10% on April's "Liberation Day") is among the most egregious. The US has a trade surplus with it and the letter made clear a personal animosity over the [...]
The Future of Ecosystem Development at the EF north Ethereum stands at a pivotal moment. Interest in Ethereum has expanded beyond technologists and enthusiasts, bringing enterprises, governments, and everyday users who seek practical solutions and tangible benefits. The Ethereum ecosystem is adapting to meet these needs, and the Ethereum [...]
Shipping an L1 zkEVM #1: Realtime Proving north Thanks to Kevaundray Wedderburn, Alex Stokes, Tim Beiko, Mary Maller, Alexander Hicks, George Kadianakis, Dankrad Feist, and Justin Drake for feedback and review. Ethereum is going all in on ZK. Eventually we expect to migrate to using ZK proofs at all levels of the stack, from consensus layer [...]
Capital Markets Take US Tariffs and Threats in Stride north Overview: The US tariff saga continues. Yesterday, President Trump announced a 50% tariff copper, sending the red metal screaming higher (13%+), and threatening 200% tariffs on pharma. Other sectoral investigations are expected to wrap up toward the end of the month. There is a vigorous effort [...]
Blockchain restores women’s power in AI north As AI threatens to deepen gender disparities in the workforce, blockchain technology can be a powerful tool to empower women to reclaim their rightful place in the digital future.
US Tariffs Stall the Greenback's Upside Correction. RBA Surprises with Stand Pat Decision north Overview: The capricious nature of the US tariffs, the tone in which they were announced, while still allowing time (August 1) to negotiate is the main talk. More tariff announcements are expected today. The dollar's upside correction was cut short, and it is weaker against nearly all the [...]