The Breakdown Everything in Crypto That ISN'T the Tariffs
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Apr 10, 2025 The podcast dives into the intriguing world of crypto amid tariff news. It highlights Bitcoin's resilience against macroeconomic challenges and explores recent regulatory shifts impacting the landscape. Major industry moves, like Ripple's acquisition and significant partnerships with traditional finance giants, showcase the growing collaboration between sectors. Additionally, Tether's consideration of a US-based stablecoin reflects the evolving nature of digital assets. The discussion encapsulates the dynamic interplay between innovation and regulation in the crypto space.
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Bitcoin's Resilience
- Bitcoin's drawdown during the crisis is painful but not catastrophic.
- It shows resilience and suggests demand from stronger capital, according to Bernstein.
Bitcoin as Probabilistic Gold
- Bitcoin is viewed as a higher-volatility, more liquid version of gold.
- Many see China's weakening yuan as a potential catalyst for future Bitcoin strength.
Bond Market Volatility
- The US bond market experienced historic volatility, possibly due to hedge fund de-risking.
- Jim Bianco suggests a disorderly liquidation in the bond market, reminiscent of 1982.