Some people believe that the tariff disruptions will settle down as more negotiations happen and greater thought is given to how to structure them to work in a sensible way. However, I am now hearing from a large and growing number of people who are having to deal with these issues that it is already […]
Ray Dalio: It’s Too Late – The Changes Are Coming Read More »
Raoul Pal: “Everyone needs and wants a weaker dollar to service their dollar debts. No one wants it to move too fast ( it blows up VAR) but they need it lower over next 12 months. This is the purest form of global liquidity and is the largest driver of global M2 currently. The US
“Everyone needs and wants a weaker dollar to service their dollar debts.” Read More »
Bitcoin didn’t break through the crucial level, as of yet. According to M2 supply, the breakout is around the corner. I suppose that Q2 is still going to be a good period for Crypto. Michaël van de Poppe, a trader at the Amsterdam Stock Exchange, analyzes a Bitcoin chart showing a “double bottom” pattern, a
Michael van de Poppe: Read More »
Bitcoin has no counterparty risk. No company. No country. No creditor. No currency. No competitor. No culture. Not even chaos. Michael Saylor’s post claims Bitcoin has no counterparty risk, meaning it lacks dependency on any entity—company, country, or currency—unlike traditional financial systems where trust in a third party (e.g., banks) introduces risk of failure, as
Sergey Nazarov breaks down what’s coming next for capital markets, governments, and the Chainlink ecosystem Chainlink’s CCIP (Cross-Chain Interoperability Protocol) aims to merge traditional finance and DeFi by enabling secure, seamless blockchain interactions, as highlighted by Sergey Nazarov; it has already facilitated over $14 trillion in onchain transactions, per Chainlink documentation. The “Internet of Contracts”
Changpeng Zhao (CZ), former Binance CEO, predicts a global race for countries to adopt Bitcoin, reflecting his influence in crypto despite stepping down after a $4 billion settlement in 2023 for regulatory issues like misusing investor funds. Bitcoin adoption is accelerating globally, with El Salvador leading since 2021, holding over 5,800 BTC as of 2024,
CZ: “I think we’re gonna see a race towards countries adopting Bitcoin.” Read More »
Scenario 1: Inflation keeps going lower, tariffs blow over with most countires making deals quickly (ie over the next weeks) and China taking longer but still making a deal in late Q2. As positive tariff headlines roll in, IE India cutting a deal, markets rally. Rate cuts come again as the FED ends QT in
Lark Davis and his plausible scenarios for the rest of 2025 Read More »
Michael Saylor, a prominent Bitcoin advocate and executive chairman of Strategy (formerly MicroStrategy), views market volatility as an opportunity for committed investors, as reflected in his quote, “Volatility is a gift to the faithful. It scares away the tourist,” shared in the X post by Vivek4real_ on April 16, 2025. Saylor’s perspective aligns with his
“Volatility is a gift to the faithful. It scares away the tourist.” Read More »
The X post by QuintenFrancois highlights a significant drop in Bitcoin exchange reserves, from 3.2 million BTC in 2022 to around 2 million BTC by early 2025, as shown in the CryptoQuant chart, signaling a potential supply shock that could drive prices higher due to reduced sell-side liquidity. This trend aligns with historical data; for
Bitcoin on exchanges is plummeting. Did anyone say SUPPLY SHOCK?! Read More »
Charles Hoskinson, Cardano’s founder and Ethereum co-founder, discusses tariffs, trade policy, and crypto’s role in global finance on CNBC, highlighting Cardano’s relevance amid economic shifts. The interview, linked in the post, occurs during a time of heightened tariff debates, with Trump’s 2025 policies causing market unrest, as noted in a CNBC article on April 7,
