Episode Details

How To Position For 2025 | Jonah Van Bourg & Avi Felman LIVE from DAS
3/24/2025
Forward Guidance

Key Insights

Bullish:

  • 🟢 $BTC - Bitcoin is expected to benefit from institutional flows over the next 6-24 months and has potential as an alternative reserve currency in a multipolar world. Short-term outlook is also positive as bearish sentiment may be priced in.
    • So, like, where the flow is gonna come from over the next six to, let's call it, twenty four months. And if, you know, what we're talking about here remains the case, which I think it will, which is institutional flows. Like, those flows are really going into Bitcoin.” - Jonah (5:41)
    • And the only asset that can really perforate those hemispheres, especially as they start to become more combative with each other, is Bitcoin. So I think, you know, from a long term perspective, you can feel good about Bitcoin becoming, you know, kind of a dark horse candidate for an alternative reserve currency.” - Jonah (27:26)
    • Every reason that we're bearish has been talked about now for at least two to three weeks. Totally agree. And so there's all of it's already out in the open. And, yes, it could get worse. But, basically, every day that goes by that it doesn't get worse, if there's not a new catalyst to send us lower, it's more likely that Bitcoin goes higher and in the short term.” - Avi (29:08)

Bearish:

  • 🔻 $ALTCOINS - 🔒
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  • 🔻 $EUROPEDEF - 🔒
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