The David Lin Report Has The Market Bottomed? Major Volatility Ahead Warns Hedge Fund | Christine Fang
Apr 11, 2025
Christine Fang, Managing Partner of PSE Trading, brings her expertise in crypto market analysis and macro equities to the conversation. She discusses the current market volatility and the impact of U.S.-China tariffs on global trade. Christine predicts China's likely responses and explores Bitcoin's long-term potential amid institutional interest. She also shares insights on effective crypto investment strategies, how to navigate volatility by shorting altcoins, and the significance of upcoming ETF launches in shaping market dynamics.
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Bitcoin as Risk Asset
- Bitcoin is a risk asset, not a safe haven like gold.
- Crypto markets react to news with a 48-hour lag compared to equities.
Long-Term Bitcoin Strategy
- PSE Trading holds a long-term bullish view on Bitcoin.
- They believe accumulating Bitcoin is key to winning in this cycle.
PSE Trading Strategy
- PSE Trading follows policy, macro, and equities closely.
- They excel at chasing beta and selling tops, demonstrated by exiting Bitcoin at 108k.