Episode Details

Can Rate Cuts Save Cryptoโ€™s Bull Market?
8/25/2025
1000X โ†—

Key Insights

Bullish:

  • ๐ŸŸข $BTC - Extremely bullish outlook on Bitcoin due to expected massive capital inflows following anticipated rate cuts, with trillions potentially moving from T-bills into Bitcoin and other risk assets.
    • โ€œThere is no amount of crypto native capital that can front run the inflows into Bitcoin, which will result from that rate cut. Like, there's just trillions sitting in T bills waiting to get deployed into Bitcoin and SPY and everything else that's risky.โ€ - Jonah (9:10)
  • ๐ŸŸข $ETH - ๐Ÿ”’
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  • ๐ŸŸข $CRYPTO - ๐Ÿ”’
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  • ๐ŸŸข $HYPERLINK - ๐Ÿ”’
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Bearish:

  • ๐Ÿ”ป $SOL - ๐Ÿ”’
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  • ๐Ÿ”ป $HELIUM - ๐Ÿ”’
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