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cover of episode Is the Coast Clear for a New BTC ATH? | OSF and Mando | REKT Vision

Is the Coast Clear for a New BTC ATH? | OSF and Mando | REKT Vision

2025/6/27
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing

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Mando
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OSF
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OSF: 我在比特币下跌时买入了一些低杠杆多单,并在价格上涨时获利了结。我认为比特币的表现优于其他代币,而其他市场并未完全跟随比特币或股票的上涨趋势。尽管如此,我仍然坚持持有表现不佳的加密货币,特别是比特币,因为我认为加密货币是下一个爆发点。我相信竞争币季节会到来,你需要做好准备,因为当它发生时,它会迅速爆发。 Mando: 加密货币市场在周末对市场崩溃的疯狂情景进行了过度猜测,但周一开盘后,市场很快意识到自己反应过度了。宏观背景看起来不错,但市场仍然停滞不前,突破需要一些催化剂。我认为市场要么会经历一段震荡期,要么会迎来一个风险偏好上升的夏季。我仍然认为竞争币可能会进一步下跌,但我也相信一旦活动增加,费用大幅上涨,人们可能会意识到这些资产应该更高。

Deep Dive

Chapters
This chapter analyzes Bitcoin's price fluctuations, from a significant drop to a rapid recovery. The discussion includes the impact of geopolitical events and the anticipation of Federal Reserve rate cuts.
  • Bitcoin's price dropped around 10% from all-time highs but quickly rebounded.
  • The rebound was attributed to various factors, including a decrease in oil prices, and expectations of Federal Reserve rate cuts.
  • The market is currently in a range-bound state, and the speakers discuss whether this will lead to a 'lovely summer of chop' or a 'lovely summer of risk' for altcoins.

Shownotes Transcript

📣 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 whether bitcoin can follow Coinbase and set a record high, whether the macro setup supports that, and the "lovely summer of risk" can begin in earnest for altcoins. Check out Arch Public's algorithmic trading platform for free at realvision.com/arch

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👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing

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