Looking Beyond the Bounce

We cover a lot of ground in this episode including:

• the effect of geopolitical developments on crypto
• the persistence of the BTC inflation narrative
• MSCI’s deferred DAT decision
• viral prediction markets

On the macro side, the focus is on the US CPI print for December and whether this will impact the Fed’s decision making in 2026. Together, this helps tell us whether this crypto bounce is the beginning of a new leg higher or just an early‑year reset in positioning.

Speakers:
David Duong, CFA - Global Head of Investment Research (X: DavidDuong)
Colin Basco - Research Associate (X: colin_basco)