Episode Details

The Chopping Block: The Macro Special – Trump’s Trade War, Bitcoin Reserve & Market Chaos - Ep. 799
3/13/2025
Unchained

Key Insights

Bullish:

  • 🟢 $CRYPTO - Potential bullish outlook for crypto assets if the Federal Reserve cuts rates and increases liquidity, which could provide a significant boost to the market.
    • We need we need fed cuts. We need liquidity. We need something to really provide the something more than just a bounce going into the back half of the year.” - Quinn (56:52)
    • I do think weakness over, I think, a bounce into q two, but I think it's it's murky. And there's, oddly enough, the chance that it goes so awry that we do tip into a bigger recession that then the liquidity response is is required to be even larger, which would be the best outcome for crypto, I think, from a asset class price perspective.” - Quinn (54:55)

Bearish:

  • 🔻 $EQUITIES - 🔒
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  • 🔻 $COMMODITIES - 🔒
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