Unchained
Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816
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.
39:22
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Quick takeaways
- Tariff announcements have created significant market volatility, particularly impacting crypto and equities, which highlights their interconnectedness with policy decisions.
- Despite price fluctuations, Bitcoin may strengthen its safe haven narrative in the coming months as macro conditions stabilize and institutional interest grows.
Deep dives
Market Dynamics and Tariff Impact
Recent fluctuations in the markets have been heavily influenced by the announcement of tariffs, primarily due to Trump's policy shifts. The immediate implementation of a 10% tariff spurred market stress, particularly visible in equity and crypto markets. This volatility prompted a rapid reevaluation of tariff strategies, leading to a notable 90-day pause for most tariffs except those on China. The combination of these tariff dynamics and their reaction in the markets emphasizes the intricate connections between policy decisions and market reactions.
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