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cover of episode Crypto Whipsaws on Tariff Uncertainty | OSF and Mando | Rekt Vision

Crypto Whipsaws on Tariff Uncertainty | OSF and Mando | Rekt Vision

2025/5/30
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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OSF: 我认为近期比特币价格的波动主要是由James Wynn的大额杠杆多头仓位引起的。大户可以通过狙击他的仓位来获利,导致他最终被清算,损失了近1亿美元。我认为清除市场中贪婪的杠杆行为通常对市场是利好的,所以我认为市场会从目前的位置反弹。总的来说,我认为现在是买入风险资产的好时机。 Mando: 我认为市场在突破历史新高后出现疲软,这可能是一个小顶部。我认为市场变得有点泡沫化了,Wynn在高位做多比特币,然后做空,又做多,最终损失了1亿美元。他的经历表明,做多很容易赚钱的时期已经结束。我已经增加了ETH beta的投资,因为我认为未来几个月它会表现良好。在105K到110K之间巩固,更有利于未来几个月上涨。

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📣 Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss the latest macro data, conflicting rulings around the tariff policy, BTC conference, ETH's and HYPE's outperformance, and much more.

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