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Unchained
The Chopping Block: The Macro Special – Trump’s Trade War, Bitcoin Reserve & Market Chaos - Ep. 799
Mar 13, 2025
Quinn Thompson, Founder and CIO at Lekker Capital, dives into the economic chaos surrounding Trump’s recent Bitcoin Reserve announcement. Market reactions are skeptical, with Bitcoin's price crashing despite the government's new hold on seized funds. The discussion reveals the implications of escalating trade wars and a turbulent macroeconomic landscape, questioning whether this is a controlled demolition of asset prices. Thompson also explores how these developments might affect the broader cryptocurrency environment amid liquidity challenges.
58:32
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Quick takeaways
- The establishment of a U.S. Bitcoin reserve from seized assets marks a significant regulatory shift, yet concerns about its permanence remain prominent.
- Ongoing trade wars and escalating tariffs are causing uncertainty in markets, with fears of recession impacting both stocks and cryptocurrencies.
Deep dives
Current Market Conditions
The current economic climate is marked by significant downturns in various risk assets, with many investors feeling bearish. A notable decline in both stocks and cryptocurrencies has been observed, particularly as bearish sentiments have been prevalent since late December. This situation is compounded by the fact that markets have faced substantial losses, attributed in part to high valuations realized in 2021. As a result, overall market confidence appears shaken, indicating potential further declines in risk assets.
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