Mando, co-founder of Rekt and author of the Mando Minutes newsletter, chats with Wizard of SoHo, a former macro trader now CIO at 100X Capital. They dissect Bitcoin's push for $100K amid macroeconomic uncertainty and the recent thaw in U.S.-China trade relations. The duo explores Bitcoin's dominance over altcoins, the future landscape of the crypto market, and the impact of rising interest rates. With insights into investing strategies and market dynamics, it's a compelling dive into the volatile world of cryptocurrencies.
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insights INSIGHT
Market Contradictions Challenge Views
The current markets show contradictory moves with rising stocks, rates, gold, and falling volatility.
This complex environment defies simple bullish or bearish calls, needing nuanced positioning.
insights INSIGHT
Bitcoin Dominance Outshines Altcoins
Bitcoin dominance is rising despite some altcoin rallies in AI and memes.
Large investors prefer Bitcoin's liquidity and avoid random altcoins, impacting altcoin cycles.
insights INSIGHT
Stablecoins Show Idle Capital
Stablecoin TVL is increasing even as funds are not deploying actively.
This suggests stablecoins hold capital waiting to deploy, limiting a typical altcoin capital flow.
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Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Wizard of SoHo, former macro trader turned CIO at 100X Capital, to discuss the narratives and themes driving cryptocurrencies right now. They explore the U.S.-China trade thaw, this week’s economic data, BTC's increasing dominance despite some altcoin recovery, and much more. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).
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