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cover of episode Bitcoin Pushes For $100K Despite Macro Uncertainty | Mando & Wizard of SoHo | REKT VISION

Bitcoin Pushes For $100K Despite Macro Uncertainty | Mando & Wizard of SoHo | REKT VISION

2025/5/2
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing
AI Deep Dive Transcript
People
M
Mando
R
Raoul Pal
W
Wizard of Soho
Topics
Mando: 我认为当前市场难以预测，各种经济指标相互矛盾，好消息也可能变成坏消息。股市连续上涨九天，这表明市场存在异常。许多股票和加密货币的价格尚未达到其应有的水平，市场可能存在回调风险。尽管一些大型科技公司业绩良好，但市场整体情况仍不明朗。当前市场环境下，投资者应谨慎选择投资标的，并注意风险控制。当前市场上涨可能是追涨行为，而非理性投资。当前市场上涨类似于疫情初期，可能存在风险。当前宏观经济数据相互矛盾，难以判断市场未来走势。市场波动率仍然较高，市场可能尚未完全恢复稳定。当前市场存在多种矛盾信号，难以判断其未来走势。 Wizard of Soho: 当前市场存在许多矛盾的信号，难以判断其未来走势。当前宏观经济形势复杂，市场走势存在多种可能性，难以做出明确判断。股市连续上涨九天，这种情况自2004年以来首次出现，这表明市场走势存在异常。许多股票和加密货币的价格尚未达到其应有的水平，市场可能存在回调风险。尽管一些大型科技公司业绩良好，但市场整体情况仍不明朗。当前市场环境下，好消息也可能变成坏消息，市场反应难以预测。当前经济形势不明朗，市场对经济衰退的担忧依然存在。当前市场缺乏明确的方向，投资者应谨慎操作。当前市场上涨可能是由于市场仓位调整，而非市场基本面改善。2021年的市场与现在不同，当时任何资产都能上涨，而现在只有少数资产上涨。当前市场环境下，投资者应谨慎选择投资标的，并注意风险控制。比特币价格可能上涨至10万以上美元，但投资者应谨慎操作。 Andrew Parish: 我认为机构投资者的持续买入将推动比特币价格上涨。虽然当前市场存在一些不确定性，但我认为宏观趋势依然强劲，比特币将继续吸纳大量市场流动性。当前的市场波动为投资者提供了买入机会。 Mando: 当前市场上涨与疫情初期类似，可能只是反弹，而非长期趋势。当前宏观经济形势依然严峻，市场上涨缺乏坚实的基础。美联储的政策走向依然不明朗，这增加了市场的不确定性。科技行业面临的挑战依然存在，市场上涨并非完全由基本面驱动。当前市场上涨可能是追涨行为，而非理性投资。 Wizard of Soho: 比特币已成为一种重要的宏观资产，其流动性极高。大型机构投资者更倾向于投资比特币，而非其他山寨币。Layer 1 代币的交易受到稳定币的影响，其功能正在被弱化，其作为gas token 的地位也受到挑战。稳定币的总锁仓价值持续增长，这表明市场对其他加密货币的需求正在下降。稳定币总锁仓价值持续增长，但资金并未流入其他加密货币市场。一些山寨币价格上涨，可能是因为资金从其他山寨币流入。当前山寨币市场是一个零和博弈，甚至可能是负和博弈。以往资金流向比特币、以太坊再到其他山寨币的模式不再适用。资金并未流入中心化交易所的比特币市场，导致资金流向模式发生改变。比特币价格上涨可能与美元避险资金流入有关，也可能与其他因素有关。中国抛售美国国债可能是导致比特币价格上涨的原因之一。 Andrew Parish: 我认为机构投资者的持续买入将推动比特币价格上涨。虽然当前市场存在一些不确定性，但我认为宏观趋势依然强劲，比特币将继续吸纳大量市场流动性。当前的市场波动为投资者提供了买入机会。

Deep Dive

Shownotes Transcript

Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Wizard of SoHo, former macro trader turned CIO at 100X Capital, to discuss the narratives and themes driving cryptocurrencies right now. They explore the U.S.-China trade thaw, this week’s economic data, BTC's increasing dominance despite some altcoin recovery, and much more. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).

📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

👉 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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