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Hey there. Welcome to today’s edition of Finance Wrapped, where we’re covering all things policy from the past week.

🚒 Trump’s surprise trip to the Fed stirred fears of political meddling in rate policy, but Powell held firm. The two got into an argument while wearing hard hats on live TV.

🤓 Congress passed the GENIUS Act and a few extras, lifting Ethereum to new highs and hinting that crypto’s Wild West era might be taking its last ride.

And we’ve got a political portfolio spotlight for Rep. August Pfluger (R-TX). All this and more in today’s issue of Policy Wrapped.

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🚒 Fed’s Independence Under Fire

President Trump made an unannounced visit to Federal Reserve headquarters last week, laying even more pressure on Chair Jerome Powell to cut interest rates.

The surprise trip, marked only the fourth time a president has set foot inside the central bank. It also marked the first time a president has gotten into an argument on live TV between with a Fed chair. The disagreement was over the cost of the Fed’s contentious remodeling budget (which Powell has been under fire for):

Despite the spectacle, it ended up mainly being empty entertainment—markets largely shrugged, and Fed officials signaled they’ll hold rates steady at this week’s meeting.

Much like the AI-Obama arrest video, this all looks to be a new form of political theater. Some analysts are now eyeing September for a potential easing move, but then again, they’ve been eyeing every month this year…

💥 Policy Poppers

  • The White House reached a trade agreement with the EU this weekend—and German automakers are happy about it (but might pay billions).

  • The US and China are resuming trade talks today in Stockholm to try and reconcile their differences and achieve world peace—or at least make a deal.

  • $1 billion of US-made chips still made it to China through black market sales, but Nvidia doesn’t sound worried about it.

  • Global baseline tariffs are likely to be 15-20%. If only baristas’ expectations for tips would stay that low.

  • Trump’s administration is investing at a level rarely seen outside of wartimes or crisis, according to CNBC.

🤓 The Government’s Getting Involved? GENIUS!

Congress delivered big-time clarity for digital assets last week by passing the GENIUS Act on stablecoins and advancing the Digital Asset Market Structure (Clarity) Act.

The House approved the GENIUS Act in a 308–122 vote, mandating that dollar‑pegged tokens hold liquid reserves and submit monthly disclosures, then swiftly sent it to President Trump’s desk for signing.

The Clarity Act, which passed 294–134, would define when tokens qualify as securities versus commodities, reallocating oversight between the SEC and CFTC. Together, the goal is to make it clear what institutions and companies can and can’t do with crypto—and thus to pave the way for crypto to flourish in the US.

Investors cheered on signing day, driving Ethereum to a yearly high and lifting shares of crypto‑linked firms like Coinbase and Circle. With crypto’s total market cap hitting $4 trillion, bullish analysts see this as a launchpad for institutional inflows, but it’s also the end of an era. Like the untamed Internet of the ’90s, there’s an era of crypto that’s now come and gone—can’t say we won’t miss some of the wild headlines of the past 15 years.

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. August Pfluger
(R-TX)

💲 Top Trades This Week:

[SELL] Walt Disney Co. (DIS)

[SELL] Liberty Live Group  (LLYVK)

[SELL] Sirius XM Holdings Inc. (SIRI)

[SELL] Warner Bros. Discovery Inc. (WBD)

🔍 Analysis:

Pfluger’s disclosure shows a full-sail Hollywood exit this month, unloading Disney, Liberty’s Live Nation–linked tracking stock, Sirius XM, and Warner Bros. Discovery (although that particular sale was in February). The single-market sales hint at a coordinated trim of streaming, live events, and satellite radio names just ahead of the summer earnings cycle.

Together, these moves free up cash from consumer‑discretionary media as ad markets soften, debt weighs, and content budgets face scrutiny. Small ticket sizes suggest tactical profit‑taking rather than an overhaul, but the pattern tilts Pfluger’s portfolio away from entertainment volatility.

​Full analysis

Rep. August Pfluger (R-TX)

Full analysis

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.

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