Unchained Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816
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Apr 11, 2025 Seth Ginns, Managing Partner at CoinFund, provides keen insights on the current crypto landscape amid fluctuating tariffs and macroeconomic shifts. He explains how recent tariff announcements hit crypto markets harder than expected. Despite volatility, he remains cautiously bullish, discussing indicators for potential bullish trends. The conversation also touches on the looming possibility of an altcoin season and the evolving narrative of Bitcoin as a safe haven, all while navigating the influence of U.S. political policies on the crypto realm.
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Crypto's Correlation with Traditional Markets
- Crypto markets are affected by macroeconomic uncertainty, reflecting their early life cycle and connection to risk-on factors.
- Bitcoin's price often follows trends in equities and credit markets, especially during drawdowns.
Market Dynamics and Government Intervention
- Stimulus is expected, impacting crypto positively.
- The administration will likely intervene during market stress, especially when treasury volatility spikes.
Short-Term Caution, Long-Term Optimism
- Short-term caution is advised in the crypto market, but leading indicators suggest a positive near-term outlook.
- Market stress indicators point to potential gains for Bitcoin and broader crypto, possibly leading to an altcoin season.