Episode Details
| Title | Hivemind: Bitcoin Decoupling, US Trade Deficits & Worldcoin |
|---|---|
| Date | 4/17/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $BTC - Bitcoin is expected to decouple from traditional markets and attract foreign capital as a safe haven asset, similar to gold. The drivers of Bitcoin's value are shifting away from correlation with the Nasdaq towards other factors.
- “The whole point with this Bitcoin decoupling thing that I'm talking about is, like, on the margin, I could see foreign capital going towards, you know, things like gold, things like Bitcoin.” - Yan (0:00)
- “I think the drivers of Bitcoin could be shifting towards, you know, less away from from the Nasdaq to these other factors over time.” - Yan (5:28)
- 🟢 $WORLDCOIN - 🔒
- 🟢 $WRAPPEDBTC - 🔒
Bearish:
- 🔻 $ETH - 🔒