Trump to sign government funding bill

Summary

President Trump is scheduled to sign a government appropriations bill, ensuring the government remains funded and operational.Zhitong This follows statements that he was working with the House Speaker on a deal and would sign it immediately to make it law. This action comes amid a backdrop of other administration priorities, including managing the energy costs of the AI boom by making tech companies fund new power plants,Wallstreetcn+ 2 pushing for new crypto regulations like the CLARITY Act,AnueSec+ 2 and a massive economic stimulus plan.Wallstreetcn The administration has also received record political donations from the crypto and AI industries.AnueSec+ 2

Impact Analysis

So they’re funding the government—that’s just avoiding a self-inflicted wound. The real story is what this funded government is about to do. Look at the money trail from last month: record donations from crypto and AI giants.AnueSec+ 2 Now, suddenly, Trump is keen to sign crypto-friendly bills ASAP,AnueSec and there’s a plan to force Big Tech to pay for the new power plants their data centers require.Wallstreetcn+ 2

This isn’t complicated. It’s a pay-to-play scenario. The appropriations bill is just the vehicle to execute the agenda. The market is relieved about avoiding a shutdown, but they’re missing the targeted policy alpha here. The signal is to be long crypto assets and exchanges on regulatory clarity, and simultaneously look at the power generation and infrastructure companies set to get a $15B windfall building out the grid for AI, paid for by Big Tech.Wallstreetcn This is a direct cost transfer. We should be overweight utilities and engineering firms in the PJM grid region and underweight the hyperscalers who now have a new, multi-billion dollar cost center.