MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
Feb 20, 2025
• 6
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AERO
3.44%
AI
-1.78%
BONK
-10.44%
BTC
-4.28%
DOGE
3.26%
ETH
-9.39%
HNT
-10.32%
JTO
-4.80%
RAY
-6.65%
SOL
-7.92%
USDC
-0.02%
VIRTUAL
-7.53%
XRP
-8.02%
BITF
+2.08%
BITW
-3.3%
BTBT
-2.91%
BTDR
-4.2%
CIFR
-0.24%
CLSK
-2.18%
COIN
+4.13%
CORZ
-0.34%
HIVE
-1.14%
HOOD
+0.14%
HUT
-2.11%
IREN
+6.63%
MARA
-0.9%
MSTR
+0.28%
RIOT
-3.52%
SMLR
+13.02%
WGMI
-1.71%
WULF
-2.08%
Core Strategy
There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face headwinds from ongoing uncertainty surrounding trade and monetary policy. Although the current administration takes a pro-crypto stance, there appears to be no immediate catalyst to revive market enthusiasm. We still anticipate that crypto will outperform this year, but until we see further progress on trade/monetary policy and renewed inflows into crypto, it may be prudent to raise cash or trim altcoin positions.
Source: TradingV...