Galaxy Brains Crypto Markets Stay Interesting w/ Dan Matuszewski (CMS)
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Jan 16, 2025 Dan Matuszewski from CMS Holdings shares insights on the intertwining world of cryptocurrency and politics, discussing how inflation impacts Bitcoin trading and regulatory challenges ahead. He reflects on market dynamics, emphasizing the role of new presidential administrations on crypto policies. Beimnet Abebe from Galaxy Trading analyzes inflation rates and their implications on market expectations. The duo also explores the rise of memecoins and AI tokens, alongside upcoming blockchain projects, while navigating the unpredictable realm of social media algorithms.
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Market Reaction to CPI
- Bitcoin is trading at $99.1 per coin, and the stock market is up.
- The market reaction is a function of positioning and risk-reward.
CPI and Risk Assets
- The CPI isn't as soft as it seems, posing long-term rate risks.
- These risks could pressure equities, which have been in a risk-off regime since the election.
Trump's SEC Actions
- Trump's expected SEC actions include halting enforcement and withdrawing crypto litigation.
- These are short-term relief measures and don't define the SEC's long-term approach.