Header logo
  1. Research
  2. Crypto Research
  3. Comments

Waiting for Tariff Day

Mar 31, 2025
Author
Sean Farrell
Sean Farrell AC

In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the April 2nd tariff announcement remains the most important near-term driver of crypto prices. We also cover Circle’s IPO plans, BlackRock’s latest Bitcoin commentary, ETHBTC hitting post-COVID lows, and option market signals pointing to an imminent move. Lastly, we preview the key macro data releases on deck this week.

Waiting for Tariff Day

Tickers in this video: BTC -0.76%

Reports you may have missed

Dmitry Demidko Z4VuRg ZOEg Unsplash

In today’s video, we break down why the latest PMI print could be bearish for crypto, why the market’s ability to shake it off is encouraging, and how the options market continues to price in caution ahead of tomorrow’s big announcement. TICKERS IN THIS VIDEO: BTC -0.76%

BTC -0.76%
Electronic Computer Processor Board

In today’s video, we break down the latest crypto selloff and explore what the widening in high-yield spreads could be signaling for the path ahead. TICKERS IN THIS VIDEO: BTC -0.76%

BTC -0.76%
Andre Francois Mckenzie JrjhtBJ PGU Unsplash

While we remain cautious near-term, we highlight key reasons for growing optimism and outline why the crypto market is primed for a significant move in the coming weeks. TICKERS IN THIS VIDEO: BTC -0.76%

BTC -0.76%
Andre Francois Mckenzie JrjhtBJ PGU Unsplash

In today's video, we cover the latest public company to add BTC to its balance sheet, explore what's driving the ongoing rise in stablecoin market cap, and highlight additional signs of indecision currently weighing on the market. TICKERS IN THIS VIDEO: BTC -0.76%

BTC -0.76%

Stay up to date with the latest articles and business updates. Subscribe to our newsletter

Articles Read 1/2

Enjoyed the read? Subscribe now for unlimited access!

Get invaluable analysis of the market and stocks. Cancel at any time.

Already have an account? Sign In