Bell Curve

Inflation Fears, Four Year Cycles, and Berachain | Roundup

18 snips
Jan 17, 2025
Dive into the wild world of crypto as Trump’s ‘Crypto Ball’ sparks debate! Unpack inflation fears and their impact on economic strategies while exploring four-year cycles in the crypto realm. Discover Berachain’s groundbreaking 'Proof of Liquidity' and how it’s reshaping DeFi dynamics. The conversation wraps up with insights on Ethereum’s declining staking rates, raising questions about the future of liquid staking. A whirlwind of insights for every crypto enthusiast!
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INSIGHT

Trump's Crypto Embrace

  • Trump is leaning into crypto, potentially freezing SEC enforcement actions.
  • He's also considering a national strategic Bitcoin reserve.
INSIGHT

Banking on Crypto

  • Repealing SAB 121 would allow banks to custody crypto, potentially leading to massive inflows.
  • This could unlock a BlackRock-level opportunity or even greater.
INSIGHT

Trump's Macro Landscape

  • Trump inherits high yields and a strong dollar, tools for liquidity injection and negotiation.
  • Restructuring global trade, revaluing currencies, and terming out debt are key goals.
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