Bitcoin Nears $100,000: How High Can It Go?
The Bitcoin Layer
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Bullish Perspectives on Risk Assets and Economic Resilience
This chapter examines the optimistic view on risk assets and the stock market, influenced by strong corporate bond issuance. It challenges common misconceptions about interest rates, highlighting the economy's resilience and dispelling fears of an imminent recession.
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In this episode, Nik delivers a global macro update as Bitcoin surges to $99,000, nearing six figures after a major breakout. He analyzes the drivers behind this rally, including institutional demand, market cycles, and Bitcoin’s dominance over Ethereum. Nik reveals why recession fears are fading, with resilient housing and labor markets, booming corporate bond issuance, and anticipated Trump-era fiscal policies like tax cuts and infrastructure spending. Wrapping up, he explores Bitcoin’s path to multi-trillion-dollar valuation, its halving cycle, and the roadmap to $1 million Bitcoin, uncovering the critical dynamics driving this extraordinary moment.
The Bitcoin Layer is a bitcoin and global macroeconomic research firm.
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