Digital Currents The First 100 Days of Crypto, Plus ARK’s Bold BTC Prediction
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May 2, 2025 The podcast dives into Bitcoin's performance in 2025 and macroeconomic factors affecting its value. It highlights ARK's ambitious price prediction of $2.4 million for Bitcoin. Listeners will learn about Huawei's strides in AI chip technology amidst geopolitical tensions. The discussion also touches on recent advancements in semiconductors and how tariffs impact innovation in global markets. Finally, the complexities of economic sentiment and the role of Bitcoin as a potential long-term savings tool are explored.
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Bitcoin April Low and Rally
- Bitcoin's April 9 low followed tax-day selling patterns, then rose 30% to a $95K plateau quickly.
- Early 2025 shows solid momentum with Bitcoin dominance reaching an all-time high.
Future Bitcoin Price Drivers
- The real Bitcoin price move is yet to come due to expected global money supply growth.
- U.S. liquidity is increasing slightly as balance sheet contraction stops, hinting at a possible bond-buying phase ahead.
Crypto Deal-Making Booms
- Crypto deal-making in 2025 is surging with $8.2 billion in deals, marking a banner year despite skeptics.
- Institutional appetite grows as companies like Ripple expand into prime brokerage, signaling financial sector disruption.