Happy Monday!

Anyone else feel like markets move about 10x faster than they used to?

Just in the past 7 days, copper popped off because of tariffs, Bitcoin hit new all-time highs because of “Crypto Week”—and all of a sudden, you don’t have to go through FICO for government-backed loans anymore.

All this and more in today’s edition of Policy Wrapped.

This week:

  • 🧱 Copper Prices Jump On New Tariffs

  • 🪙 “Crypto Week” Sends Bitcoin to ATH

  • 🏦 FICO Stock Sinks After Market Alert

  • 🌎 Brazil Faces Monster Tariffs

  • 🏛 Political Portfolio Update

🧱 Copper Prices Surge After Trump’s Tariff Shock

Copper rose 13% in one day after Trump announced a 50% tariff on all imports of the metal. Could Trump please announce a tariff on tariff memes though? We want to sell at a profit:

Seriously though, this is a big deal—the US imports nearly as much copper as it produces, so the move understandably triggered panic across industries reliant on the metal. Experts have already been calling for a copper crisis for years.

Construction, consumer electronics, and data centers are all bracing for higher input costs, and Jefferies warned that the US can’t meet demand, setting the stage for persistent price premiums.

When Copper Is the New Golden Opportunity

On behalf of NexMetals Mining Corp.

Copper prices surge as global supply cracks. One junior mine developer controls 24.7M tonnes of high-grade copper-nickel (Inferred) at its flagship mine—backed by big money and aggressive drilling. Get the symbol now.

👨‍⚖ “Crypto Week” Begins: 3 Major Digital Asset Bills

The US government has loved talking about crypto for a long time—it’s just that it wasn’t until the current president came into office that people had good things to say about it.

This week, Congress will consider three major pieces of crypto legislation—bills that could fundamentally change how investing and everyday transactions work for everyone. No, we don’t mean people will use Dogecoin at McDonalds. But they might use $USDC.

The main focus of the bills is on stablecoins, but they’ll affect all types of crypto and digital assets. Here are the three bills:

  • The GENIUS Act: would enable private businesses to issue their own stablecoins; is also projected to warm businesses up to the idea of accepting stablecoins as payment

  • The Digital Asset Market Clarity Act: provides MUCH needed regulatory clarity for crypto, creating a “new category of registered digital assets” for them to exist under

  • The CBDC Anti-Surveillance State Act: stops the Fed from creating a central bank digital currency (CBDC), which serves the same function as a stablecoin but comes with a side order of complete government control and potential for corruption

Bitcoin burst through the $120,000 barrier in anticipation of this week—and now we get to watch if the regulatory hype is already priced in (i.e. price go down now) or if that jump was just the start of another BTC rally. See a full trading analysis of where things could go from here →

📰 Suggested Reading

We’re big newsletter fans, and we love connecting our readers with newsletters that line up with their interests.

Here’s a list of recs for our readers specifically—along with some other suggestions, including:

  • The Investing Wise Academy - a step-by-step guide to effortless investing.

  • Launch Key - for late-career entrepreneurs.

  • Lind Research - independent equity research in the nordics.

  • Anywhere Income - make money anywhere in the world.

And more.

🏦 FICO Stock Tanks on VantageScore News

The Federal Housing Finance Agency is going to let lenders use VantageScore for Fannie Mae and Freddie Mac mortgages—which means FICO’s monopoly on government-backed loans is over.

The goal? To lower closing costs and expand access to credit, especially for renters whose payments are reported to credit bureaus.

Why does that matter?

Because these changes are all looking pretty pro-buyer, and things are already shifting in the housing market to favor buyers after a long-time seller’s market.

These key shifts could work together to create the strongest buyer’s market we’ve seen in a while over the coming months.

🌎 Brazil Hit With New 50% Tariff

President Trump has imposed a 50% tariff on Brazilian goods, sending the country’s currency and equities tumbling.

Brazil’s President Lula responded sharply, saying his country “will not be tutored” and had warned the US earlier in the week to stay out of its affairs. The imposition comes after a week of talks from the President deriding BRICS countries for their supposed “anti-American” policies.

Political Portfolio Spotlight

Elected officials have had a tremendous amount of success in the market recently.

I want to keep you updated on what they’re trading and when—so you can leverage that intel as you plan out your own portfolio.

Analysis provided by quiverquant.com.

Remember to always DYOR.

Rep. Brandon Gill (R-TX)

💲 Top Trades This Week:


[BUY] Bitcoin Trust (BTC)

[BUY] Invesco QQQ ETF (QQQ)

[BUY] SPDR Dow Jones Industrial Average ETF (DIA)

[BUY] Invesco S&P 500 Equal Weight ETF (RSP)

[SELL] Government Securities Fund (TTTXX and TOIXX)

🔍 Analysis:

Gill filed a series of risk-on pivots, headlined by a six-figure Bitcoin buy just days before earnings-season fireworks. Three separate QQQ purchases reinforce a bullish tilt toward mega-cap tech, while equal-weight S&P (RSP) and blue-chip Dow (DIA) adds round out broad-market exposure.

The two trims, a mid-five-figure sale of the cash-like Government Securities fund TTTXX and a smaller sale of TOIXX, may have freed liquidity for the crypto and index spree. Taken together, Gill’s recent trades swap safe-harbor Treasurys for higher-beta (read: higher-volatility) assets, signaling confidence in risk markets and a hedge against policy uncertainty as the Fed eyes autumn decisions.

Rep. Brandon Gill (R-TX)

Disclosures

The information provided in Finance Wrapped is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Finance Wrapped is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.