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cover of episode BTC Reserve, White House Summit— Is Trump Delivering? REKT Vision ft. OSF, Mando & Andrew Parish

BTC Reserve, White House Summit— Is Trump Delivering? REKT Vision ft. OSF, Mando & Andrew Parish

2025/3/7
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing
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O
Ovie "OSF" Faruq
R
Raoul Pal
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Raoul Pal: 我认为上周五建议买入风险资产的时机把握得很好，尽管市场随后经历了大幅波动。比特币价格在短期内经历了多次上涨和下跌，但长期来看，我们仍然看好比特币。宏观经济下行加速，纳斯达克指数出现回调，科技股普遍下跌，但比特币相对于股票表现较好，这可能受益于特朗普政府的政策。特朗普政府可能不关注股市，而是关注财政预算和通货膨胀。如果特朗普政府能够平衡预算并控制通胀，这可能不会不受欢迎。比特币可能具有避险属性，在股市表现不佳时表现良好。比特币可能受益于特朗普政府对科技的扶持。 我们认为，美国政府建立战略比特币储备的途径受到限制，但最终他们会建立数字资产储备，其中包括比特币和其他加密货币。美国政府增加比特币储备的方式尚不明确，但可能包括没收的比特币和税收收入。越来越多的州可能采取比特币储备政策。美国政府对比特币的立场转变以及州一级政府的行动将推动比特币的采用。 我认为，加密货币市场受催化剂驱动，战略比特币储备是近期的一个催化剂。未来几个月可能出现新的催化剂，例如加密资产证券化。链上稳定币和证券化股票的市场规模可能大幅增长，这将对加密货币市场产生重大影响。 我认为，美国政府建立战略比特币储备的计划仍需国会批准，他们需要找到对纳税人有利的方式。美国政府拥有比特币，但尚未持有其他加密货币。美国政府建立战略比特币储备的计划可能需要时间才能完全实施。各国政府购买比特币将推动比特币价格上涨，这是一个长期过程，需要耐心等待。俄罗斯、中国和阿联酋是可能购买比特币的三个主要国家。 我认为，当前市场环境与2018年和2019年相似，受特朗普政策影响较大。在2018年和2019年，可以通过反向操作特朗普的政策来获利。当前市场对特朗普新闻的反应与2018年和2019年相似。投资者在周末不愿持有风险资产，因为无法应对突发新闻。反向操作特朗普的政策可能是一种有效的交易策略。 我认为，市场需要时间消化利好消息，比特币价格仍有上涨潜力。战略比特币储备的消息部分已被市场消化。中国取消加密货币禁令可能成为推动比特币价格上涨的催化剂。大型科技公司购买比特币也可能成为推动比特币价格上涨的催化剂。公司购买比特币可能面临风险，例如股价下跌。美国参议员Loomis可能将在周二宣布有关比特币的政策，美国参议院可能就比特币政策进行投票。美国政府可能出售其他资产来购买比特币。 Ovie "OSF" Faruq: 我认为本周市场波动剧烈，不仅限于加密货币领域，也体现在宏观经济层面。过去两周股市和加密货币市场波动剧烈。宏观经济下行加速，纳斯达克指数出现回调，科技股普遍下跌。尽管加密货币市场利好消息不断，但市场反应平淡。投资者在周末前倾向于规避风险。 当前市场环境与2018年和2019年相似，受特朗普政策影响较大。在2018年和2019年，可以通过反向操作特朗普的政策来获利。当前市场对特朗普新闻的反应与2018年和2019年相似。投资者在周末不愿持有风险资产，因为无法应对突发新闻。 我认为，美国政府建立战略比特币储备的消息发布方式不够清晰，导致市场反应不佳。关于美国政府建立战略比特币储备的消息发布存在混乱和误解。如果政府对建立战略比特币储备的消息发布更清晰，市场反应会更好。不清晰的沟通导致市场对建立战略比特币储备的反应不佳。混乱的沟通和市场误解导致比特币价格下跌。 尽管沟通不佳，但美国政府建立战略比特币储备的举动具有积极意义。美国政府对加密货币的立场发生了重大转变。比特币的表现优于其他加密货币。市场需要时间消化利好消息，比特币价格仍有上涨潜力。战略比特币储备的消息部分已被市场消化。 比特币具有固定供应量，这使其价格具有上涨潜力。比特币的固定供应量使其价格具有长期上涨潜力。比特币市场已经去除了大量杠杆，市场定位更加清晰。比特币正在形成自己的市场，并与其他加密货币脱钩。 各国政府购买比特币将是推动比特币价格上涨的重要因素。各国政府购买比特币将是一个长期过程，需要耐心等待。比特币的固定供应量使其价格具有上涨潜力。

Deep Dive

Chapters
The crypto market experienced significant volatility this week, with Bitcoin prices fluctuating wildly. This follows a period of both bullish and bearish predictions. The discussion touches upon the unpredictability of the market and the impact of macro factors.
  • Bitcoin price fluctuations of 5-10% daily
  • Macro sell-off accelerating
  • High volatility in tech stocks
  • Bitcoin outperforming stocks

Shownotes Transcript

🔥 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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Rekt co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, also the creator of the Mando Minutes newsletter, are back to discuss the narratives and themes driving the crypto market right now. And — for the first time — they are joined later in the show by new contributor Andrew Parish aka AP_Abacus, co-founder of algorithmic trading platform and Real Vision affiliate Arch Public. They discuss the Bitcoin Strategic Reserve, Digital Asset Stockpile, White House crypto summit, price action, and more.

📣 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 access they need. 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.

📣 This episode is sponsored by TOKEN2049. Join 15,000 attendees and over 200 exhibitors from 30 April to 1 May at TOKEN2049 Dubai, the premier crypto event of the year. Raoul Pal and over 200 leading voices in crypto will take the stage, as TOKEN2049 takes over the majestic Madinat Jumeirah in Dubai.

Be part of two days of unparalleled networking, groundbreaking insights, and truly immersive experiences you won’t want to miss. With over 500 side events, Dubai will be the industry’s focal point—and the place to be for everyone in crypto this April.

👉 Grab your tickets at dubai.token2049.com with promo code REALVISION for an exclusive 10% off—only while tickets last

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