Episode Details

Bits + Bips: Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Ep. 802
3/19/2025
Unchained

Key Insights

Bullish:

  • 🟢 $TREASURIES - Increased demand for Treasuries expected due to a significant amount of debt maturing this year, potentially leading to higher prices.
    • Liquidity is something we also need to think about. Liquidity, not only in terms of, you know, money rotating into other markets, but liquidity in terms of there's a massive wall of debt maturing this year. 33% of outstanding debt matures this year.” - Noelle (51:04)
  • 🟢 $SOUTHKOREA - 🔒
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  • 🟢 $GOLD - 🔒
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  • 🟢 $STABLES - 🔒
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  • 🟢 $SOL - 🔒
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Bearish:

  • 🔻 $GOLD - 🔒
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  • 🔻 $ALTCOINS - 🔒
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