Crypto's Big Rebound, Remaining Risks, and the Creation of a SWF
In today’s video, we discuss crypto’s bounce, highlight several assets that demonstrated impressive rebounds, analyze potential tariff risks, and discuss the creation of a sovereign wealth fund.
Tickers in this video: BTC 5.56%
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In today’s video, we explore how the latest tariff headlines are affecting the crypto market and outline our interpretation of these developments. We also discuss the recent SoftBank deal that has provided a lift to HPC miners and examine the accelerating SBR initiative at the state level. TICKERS IN THIS VIDEO: BTC 5.56%
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and favorable seasonality, we think it’s prudent to maintain a long bias. Source: TradingView, Fundstrat Source: TradingView, Fundstrat POWELL MAKES SOME EDITS When the FOMC statement was first released on Wednesday, it carried a distinctly hawkish tilt. The language reflected a more optimistic view on employment...
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