BlackRock’s Bitcoin Plan Revealed: What Comes Next

“If America can’t get its debt under control… the dollar could lose its crown — to Bitcoin.”

That’s not coming from a crypto evangelist. That’s the CEO of BlackRock — the largest asset manager on the planet.

Why is Larry Fink, the same man whose firm now owns a massive chunk of BTC through ETFs, suddenly warning of a dollar collapse? Why is BlackRock racing to tokenize everything from real estate to retirement funds?

And most importantly… why does it feel like the world’s most powerful financial players are trying to quietly reshape the global economy — while we’re all distracted by AI, inflation, and hoping for the next crypto pump?

In this video, we peel back the glossy surface of Fink’s latest investor letter — and uncover the uncomfortable truth about where our savings, our sovereignty, and our system might be headed.

Welcome to the new world order of investing. You’re not supposed to notice what’s happening — but after this video, you will.

📈 Crypto Market Forecast 📈

“The operation is over! The patient lived, and is healing.” This is what Trump posted after finally revealing the retaliatory tariffs that the administration had been teasing since early February. In fact, ‘Liberation Day’ was almost exactly two months after the tariff fears had started tanking the markets. Now we wait and see how other countries respond, if at all.

Retaliations (or the lack thereof) are now the primary source of uncertainty as far as tariffs go. Not surprisingly, markets were taken aback by China’s announcement that it would impose retaliatory tariffs of 34% on Friday. What is surprising is that these tariffs do not come into force until April 10th, which suggests that China is open to negotiations.

As it so happens, the CPI for March will be published on April 10th, which is this Thursday. Real-time inflation indicators such as Truflation suggest that inflation is falling like a stone. This makes sense considering the primary factor keeping inflation high was services inflation, particularly shelter, which has likely fallen as a result of reduced immigration and increased deportations.

The wildcard in the CPI is goods inflation. In theory, Trump’s tariffs should cause goods inflation to rise. In practice, however, US companies have reportedly been stockpiling goods for months in anticipation of tariffs. Chances are that this stockpiling hit its peak in March, as this was when uncertainty around tariffs was at its peak.

What this means is that goods inflation could come in higher than expected for March, creating a mixed picture for the CPI overall. When you combine this with collapsing economic indicators like consumer confidence, it paints a stagflationary picture that many have been watching, but one which may not materialize as soon as most are expecting.

In the next few months, goods inflation could be muted or even fall as a result of excessive stockpiles being sold off. Meanwhile, services inflation will continue to grind lower. Assuming economic indicators continue to show weakness, it could put the Fed under pressure to cut. Case in point, futures markets are increasingly pointing towards a Fed cut in May.

So long as the US economy doesn’t completely slip into a recession, there could be a multi-month recovery in markets as a result of looser monetary policy. At the same time, fiscal policy could be supportive as well, since the DOGE initiative will reportedly start winding down in the coming weeks, with Elon Musk saying he will step away in May.

According to the DOGE website, it has only managed to save around $140 billion, which isn’t that much of a cut in fiscal spending. By the time Musk steps away, DOGE may have saved around $300 billion, far from the $1 trillion that he was aiming for. The key takeaway is that the fiscal picture isn’t nearly as bleak as some investors seem to believe.

Taken together, this suggests that April could be a choppy month containing early signs of recovery. This depends heavily though on how negotiations with China and any other countries go, and what the inflation data looks like later in the week. If both turn out for the better, we could see a sizable recovery rally as soon as this week, but let’s not get too excited just yet.

💲 Stablecoin Rules 💲

It’s been a wild week for the markets with the tariff drama. So, it’s completely understandable if some of you missed a few major recent developments in the stablecoin world. For starters, the House Financial Services Committee voted 32-17 on April 2nd to pass the Stablecoin Transparency and Accountability for a Better Ledger Economy (STABLE) Act.

Some of you may know the STABLE Act is one of two competing stablecoin bills currently being considered for the final draft of the US’ stablecoin legislation - which many hope will be passed before lawmakers break for summer recess in August. The other bill, the Guiding and Establishing National Innovation for US Stablecoins (GENIUS) Act, was passed in early March by the Senate Banking Committee in an 18-6 vote. Both bills are now set to be moved through Congress for approval. During this process, any discrepancies between the House and Senate versions must be resolved before the final legislation is sent to president Trump for approval or veto.

The multi-billion-dollar question is: Which bill will prevail?

Well, for the most part, both the STABLE and GENIUS Acts share a similar vision. Both bills fundamentally agree on a federal framework that requires strict licensing of stablecoin issuers to ensure regulatory oversight. Specifically, both bills mandate stablecoins to maintain full 1:1 backing with highly liquid, safe reserve assets (cash or cash equivalents) to mitigate insolvency risks.

They introduce robust transparency and safety requirements, including AML compliance, regular public disclosures and independent audits. They also offer regulatory clarity by classifying stablecoins explicitly as ‘payment’ tokens that are neither securities nor commodities. Not to mention, they allow state regulators to establish their own stablecoin regimes, provided they meet/exceed federal standards.

In our opinion, the two main differences between them are in their approaches to interest payments and algorithmic stablecoins. Notably, while the GENIUS Act does not address interest payments to stablecoin holders, the STABLE Act strictly prohibits any stablecoin issuer from paying interest or yield to holders of its payment token (stablecoin). Notably, this has been one of the more debated points of difference between the two pieces of legislation.

For instance, in a recent op-ed, Coinbase CEO Brian Armstrong criticised “outdated” stablecoin rules, arguing that banning onchain interest payments stifles innovation and disadvantages licensed stablecoin issuers in the US against global competitors like Tether. Armstrong claimed that stablecoin holders should earn interest on their assets, just like savings account holders. He hinted that any rules against such an approach “benefit one industry over another.”

While Armstrong’s op-ed may seem like one purely aimed at furthering innovation and fair competition, a closer look under the hood reveals deeper interests. Notably, recent documents from USDC stablecoin issuer Circle’s IPO filing reveal that Coinbase Global stands to directly benefit from the increased adoption of USDC. Specifically, the documents reveal that Coinbase takes a 50% cut of Circle’s “residual payment base” - revenue generated from the reserves backing USDC.

To put it simply, if more USDC is held on Coinbase, the exchange’s share of reserve income increases. Conversely, if users hold USDC directly with Circle or elsewhere, Coinbase’s portion decreases. Legalising interest payments could boost USDC adoption on Coinbase’s platform, where 20% of the stablecoin’s $60.1 billion circulation resides, up from 5% in 2022. It’s a win-win for Coinbase: more users, more revenue.

Meanwhile, on the subject of algorithmic stablecoins, the STABLE Act once again takes a defensive approach by imposing an immediate and clear two-year moratorium on new algorithmic stablecoin projects. On the other hand, the GENIUS Act takes a permissive yet cautious stance, instructing regulators to closely monitor and study such stablecoins. It leaves them in a grey area, neither banning nor fully regulating them — suggesting a wait-and-see approach and potentially allowing experimentation under federal oversight.

To summarise, the GENIUS Act is a bit more liberal, in the sense that it provides breathing space for licensed stablecoin issuers to propose innovative stablecoin products for regulators to consider bringing under regulatory oversight. The STABLE Act takes a more defensive stance, banning by default any market innovation outside of that expressly approved under the legislation.

While it’s up for debate which stablecoin bill will make the final cut, we believe the GENIUS Act has the edge. Its bipartisan Senate backing, coupled with a crypto-friendly administration under Trump (who has vocally supported stablecoin legislation), gives it momentum. Not to mention, Brian Armstrong’s lobbying could sway a compromise, especially with crypto-friendly lawmakers like Sen. Cynthia Lummis in his corner. But, whichever bill makes it over the line, the consequences for crypto will be enormous - and likely extremely bullish. Watch this space.

🔥 Hot Deal Of The Week 🔥

Altcoin sentiment is not at the best right now, but it’s at these points where real bargains can be found. If you bet on the right altcoins, your returns in the coming QE induced rally could be face melting.

But, how do you find these?

We have created the Coin Bureau Club to help with exactly that. Over there you’ll get:

* Exclusive weekly small and mid cap altcoin video reviews
* Ability to vote on what altcoins we cover
* View our team’s research feed to see what is on our mind
* Check out Coin Bureau team members personal portfolios
* Access our exclusive member Discord - for gigabrains only!

👉 Try out the Coin Bureau Club now!

🔮 Video Pipeline 🔮

* Trump Reciprocal Tariffs: What they mean for us?
* US Stablecoins: What their proliferation might mean?
* BTC Balance Sheets: How public companies can drive forward crypto markets?
* Pro-Crypto Regs: Promising news out of Asia?

🏆 What's New at CoinBureau.com This Week? 🏆

* Exploring ASI Alliance: The Web3 Movement to Decentralise AI
* Mitigate Trading Risks With These Proven Crypto Strategies!
* Explore The Top Exchanges For Swing Traders In 2025
* Compare The Top Crypto Margin Trading Exchanges For 2025
* Crypto's Crossroads: Has the Industry Lost Its Way? Experts Weigh In
* Exploring Omnichain: What Is It, Benefits & Differences

📖 Quote of the Week 📖

Do tariff fears have you questioning your Bitcoin investment? Capitulation at this stage may perhaps feel like the safer option, but it may also be a decision you come to regret many years from now.

“Many of life’s failures are people who did not realize how close they were to success when they gave up.” - Thomas Edison

Team Coin Bureau

Disclosure: Authors may own cryptoassets named in this newsletter. These are unqualified opinions, and a Coin Bureau newsletter, is meant for informational purposes only. It is not meant to serve as investment advice. Please consult with your investment, tax, or legal advisor.