The global macro landscape is shifting fast, and this week we dive into how it’s influencing bitcoin’s price. We’ll explore potential for a rotation between bitcoin and gold as precious metals come back into focus. Then, we look at the dramatic appreciation of the Japanese Yen and what speculation about US and Japanese authorities strengthening the currency means for crypto. We’ll also cover the potential impact of new tariffs in South Korea and Canada and how that’s playing into hedging strategies. Finally, with the Fed’s latest decision looming, we unpack the broader struggle for capital: in a world where the DXY is under pressure and the European fiscal outlook remains weak, what is the ultimate alternative asset? Tune in for a deep dive into the forces driving crypto markets right now.
Speakers:
David Duong, CFA - Global Head of Investment Research (X: DavidDuong)
Colin Basco - Research Associate (X: colin_basco)