The Wolf Of All Streets Bitcoin Plunges On Shocking CPI Report – Is the Crash Just Beginning?
Feb 12, 2025
David Duong, Head of Research at Coinbase, dives into the latest CPI report and its shocking impact on Bitcoin, while discussing trends affecting crypto and markets. Chris Inks follows up, sharing his insights on intriguing trades across the crypto landscape. They analyze the divide between institutional and retail investors, explore how inflation sways market behavior, and emphasize the need for emotional resilience in volatile trading conditions. Plus, they touch on Aptos's impressive transaction speeds and the challenge of navigating market misinformation.
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Inflation and Fed Uncertainty
- CPI numbers reveal sticky inflation, raising concerns about inflation expectations.
- Shelter costs are a major driver, but the Fed's response is uncertain due to various factors like tariffs.
Market Disconnect
- Despite positive fundamental developments in crypto, like ETF filings and regulatory progress, the market hasn't fully reflected this.
- This disconnect might be due to differing perspectives between institutional and retail investors.
Altcoin Challenges
- Oversupply and mimetic trading are affecting the altcoin sector.
- Differentiating between altcoins with real fundamentals and mere governance tokens will become crucial.