Real Vision: Finance & Investing

Downgrades, Debt, and Digital Gold | Andreas Steno Larsen ft Mikkel Rosenvold | Macro Mondays

23 snips
May 19, 2025
Andreas Steno and Mikkel Rosenvold dive into the intersection of macroeconomics and cryptocurrency, highlighting Bitcoin's recent surge. They discuss the impact of a U.S. Treasury debt downgrade and its implications for market dynamics. The duo humorously reflects on geopolitical shifts and their influence on energy, commodities, and U.S. foreign policy. They also touch on the importance of cybersecurity and a noteworthy lawsuit involving MicroStrategy, all while positioning Bitcoin as a potential hedge against rising bond yields.
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INSIGHT

Skepticism Over Huge Middle East Investments

  • The massive Middle East investment commitments to the U.S. over 10 years are unrealistic relative to their GDP sizes.
  • Nonetheless, the trip signals growing geopolitical and economic ties with Gulf countries.
INSIGHT

Bitcoin Yields Correlation Flip

  • The correlation between Bitcoin and U.S. bond yields has flipped from negative to positive.
  • This suggests Bitcoin might be seen as digital gold amid the U.S. credit credibility concerns.
ADVICE

Invest in Bitcoin Breakouts

  • It makes sense to be invested if Bitcoin breaks to new all-time highs soon.
  • Multiple attempts at breaking key resistance levels are normal before sustained rallies.
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