Macro Mondays These Are the TOP Trades for 2025
9 snips
Jan 7, 2025 Bitcoin has soared past 100K, sparking conversations about its market influence. The hosts delve into Trump tariffs and their impact on trade. They analyze liquidity cycles and potential future quantitative easing. Five key trades for 2025, including interest rate cuts and attractive European bonds, are discussed. The potential of Ethereum is highlighted, especially with institutional staking on the rise. The episode wraps up with a note on community gatherings, showcasing enthusiasm for upcoming events.
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Trump's Tariff Bluff
- Trump's denial of the tariff plan leak might be a strategic move.
- He likely wants to appear hawkish in upcoming trade negotiations.
Bitcoin and Government Purchase
- A potential government purchase of Bitcoin is not fully priced in.
- It could significantly impact Bitcoin's price.
Impending QE and Dollar Reversal
- The US is in the final phase before admitting the need for another round of QE.
- This suggests the strong dollar is about to reverse.