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cover of episode Can Crypto Keep Surviving The Market Volatility? | OSF and Mando | REKT Vision

Can Crypto Keep Surviving The Market Volatility? | OSF and Mando | REKT Vision

2025/4/11
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing
AI Deep Dive AI Chapters Transcript
People
A
Andrew Parrish
M
Mando
O
OSF
R
Raoul Pal
Topics
Raoul Pal: 本周比特币价格基本持平，但市场波动剧烈。尽管如此，与2023年和2024年的涨幅相比，当前市场表现相对温和。 OSF: 尽管市场波动，一些非比特币资产（如meme币）表现良好，部分山寨币也跑赢比特币。市场上仍存在大量下跌90%-95%的币种，这些币种存在反弹和投资机会。在风险偏好上升的环境中，一些山寨币可能存在10倍的增长潜力。如果债券收益率持续走高，则应更看好比特币而非山寨币。在波动市场中，低点是买入的好时机。交易量大的山寨币更可能随着市场反弹而上涨。 Mando: 我预测贸易谈判不会达成协议，亚洲将继续大规模印钞。市场对关税的恐慌性抛售反应过度，随后出现反弹。债券收益率上升可能是特朗普被迫改变关税政策的原因。美元走弱、贸易战持续以及黄金和比特币的吸引力增强，可能导致比特币价格上涨。全球流动性与比特币价格存在12周的滞后相关性，这可能是推动比特币价格上涨的因素。比特币相对于其他风险资产表现出显著韧性，这预示着其价格可能进一步上涨。比特币价格上涨可能导致山寨币和meme币再次上涨。如果比特币价格上涨至90,000-100,000美元，AI和meme币可能会获得最大收益。本周比特币表现强劲，价格维持在76,500美元上方，预示着未来几周可能上涨。由于银行转账限制，我购买了股票以获得风险敞口。 Andrew Parrish: 尽管市场波动，但与2023年和2024年的涨幅相比，当前市场表现相对温和。关注市场信号而非噪音，比特币保持稳定并与传统市场脱钩。在市场恐慌时期，人们往往做出错误的判断和行为。无论市场噪音如何，投资者应坚持其投资策略。当前市场环境与2008年、2009年或2020年不同，人们对市场波动的反应过度。

Deep Dive

Chapters
This chapter analyzes the recent performance of various cryptocurrencies, including Bitcoin, meme coins, and altcoins. The discussion focuses on market volatility, Bitcoin's relative strength, and potential investment opportunities in underperforming assets.
  • Bitcoin's price remained relatively stable despite market volatility.
  • Meme coins like Fartcoin showed significant gains.
  • Altcoins, while showing some improvement, largely underperformed Bitcoin.
  • Potential buying opportunities exist in significantly undervalued altcoins.

Shownotes Transcript

⬜ Rekt co-founders OSF and Mando, who is also the author of the Mando Minutes newsletter, are back to discuss the narratives and themes driving the crypto market right now.

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