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![kautiousCo Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1549498377213054976.png) kautious [@kautiousCo](/creator/twitter/kautiousCo) on x 1079 followers
Created: 2025-07-23 16:41:56 UTC

2025 MXN cheat sheet for the desks:

• Spot claws back to XXXX – strongest since Aug ’24, +9 % YTD (USD –10 %). The carry trade is beating Big Tech again.  
• Banxico’s X × XX bp cuts still leave X % policy rate and >4 % real yield; add $X bn trade surplus + $XXX bn June remittances and the bid writes itself.  
• Tariff theatrics (30 % “Trump tax”) only spiked XXXX before vols settled near X %; dip-buyers kept their sombreros on.  
• On-chain peso lights up: Bitso’s $XX k MXNB hackathon and Tether’s MXNT now on DeFiLlama – LatAm payments going permissionless.  
• Compliance corner: DOJ’s 199-like crackdown on Black-Market Peso Exchange says the mariachi stops for bad KYC.

Bottom line: MXN remains the G10 imposter—IG credits, EM carry, and a chart that still points north. Hedge the noise, but don’t short the tequila.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948061027251208402/c:line.svg)

**Related Topics**
[tax bracket](/topic/tax-bracket)
[donald trump](/topic/donald-trump)
[tariffs](/topic/tariffs)
[government spending](/topic/government-spending)
[fed rate](/topic/fed-rate)
[united states dollar](/topic/united-states-dollar)
[mexican peso](/topic/mexican-peso)

[Post Link](https://x.com/kautiousCo/status/1948061027251208402)