Not Wise to Fade the MSTR Bid, Nakamoto Upgrade Goes Live
In tonight’s video, we discuss why we think many crypto-native investors remain sidelined despite record BTC ETF inflows and bullish futures sentiment, how Trump’s stalling momentum and potential de-risking ahead of the election might be causing BTC’s retest of $70k, the significant bullish implications of MicroStrategy’s plan to deploy nearly $43 billion into BTC over the next three years; and how the Stacks Nakamoto upgrade enhances its alignment with Bitcoin, and why it remains a compelling way to gain exposure to Bitcoin DeFi.
Tickers in this video: BTC -0.74%
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Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk in the early days of Trump's term. Coupled with an easing DXY/yields, as well as substantial inflows into the crypto ecosystem, we think it’s prudent to maintain a long bias. Source: TradingView, Fundstrat Source: TradingView, Fundstrat THE LAUNCH OF TRUMP COIN This past weekend will...
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