The Milk Road Show

From Wild West to Wall Street: The New Era of Crypto

10 snips
Mar 27, 2025
Sankalp Hashtalk, Managing Director of Rising Capital and a keen observer of crypto trends, dives into the shifting landscape of cryptocurrency. He shares insights on how institutional investors are changing the game and discusses Bitcoin's fluctuating value influenced by macroeconomic shifts. The conversation explores the implications of the U.S. debt crisis, innovative on-chain trading strategies, and the rise of revenue-generating altcoins and stablecoins. Sankalp emphasizes adapting to these changes for smart investment moves.
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INSIGHT

Bitcoin's Macro Influence

  • Bitcoin is now a macro asset, influenced by global events.
  • Consider macro trends, like tariffs and US debt, when assessing Bitcoin's price.
INSIGHT

Market Sentiment

  • Retail investors are currently fearful, while institutions remain on the sidelines.
  • The S&P 500 dipped 20% during Trump's last entry to office, it has not happened yet.
INSIGHT

Q2 Outlook

  • Q2 may be positive for crypto due to a weaker dollar, low yields, and reduced quantitative tightening.
  • Peripheral good news, like increased institutional adoption, further supports this outlook.
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