

The Bitcoin Rush Starts Now | Macro Monday
19 snips May 26, 2025
Join crypto experts Dave Weisberger, Mike McGlone, and James Lavish as they uncover a new wave of Bitcoin buyers that could spearhead the next Bitcoin rush. They dive into the impact of geopolitical events on market dynamics, analyze U.S. treasury yields against growing national debt, and discuss the 'Goldilocks' economic scenario that might boost Bitcoin's value. The conversation also touches on how rising debt, banking regulations, and changing asset management strategies could shape the future landscape for Bitcoin and global markets.
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New Class of Bitcoin Buyers
- Bitcoin buyers now mainly include companies and asset managers, not just individuals or crypto natives.
- This shift could mark the start of a significant new Bitcoin rush beyond typical retail enthusiasm.
Fed Views on Bitcoin
- Federal Reserve officials largely ignore Bitcoin, doubting a virtual asset can truly have value.
- This disconnect matters for Bitcoin's adoption as a digital gold alternative.
Bitcoin Options Open Interest Misread
- High Bitcoin options open interest at CME reflects yield-seeking covered call hedging, not necessarily bullishness.
- Market interpretations of options data require understanding strategies beyond simple long/short views.