Unchained Bits + Bips: Why It’s Time to Be More Bullish on Bitcoin - Ep. 827
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Apr 30, 2025 In this discussion, Charles Edwards, founder of Capriole Investments and expert on Bitcoin strategies, joins the conversation. They debate whether now is the time to embrace bullish sentiments on Bitcoin and other crypto assets. The risks surrounding Bitcoin treasury companies like Twenty One Capital come under scrutiny, while skepticism over the potential success of Solana ETFs is voiced. They also analyze how political events, including Trump's influence, are shaping market dynamics, leaving listeners intrigued about the future of cryptocurrency investments.
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Market Controls Trump's Tariffs
- The market controls Trump's tariff aggressiveness based on its own performance.
- Higher markets lead to more aggressive tariffs, while lower markets push Trump to take a backseat.
Tariffs Easing and Triple Market Put
- The worst tariff impacts are behind us as rates have been cut significantly.
- We have a 'triple put' from Trump, Besson, and the Fed cushioning markets from further shocks.
Earnings Season and Tariff Lags
- Earnings season appears constructive but may show mixed impacts from tariffs.
- True supply chain effects might emerge only after several quarters due to inventory builds and shipping delays.