Episode Details

What's Next For Crypto After the Fed Rate Cut? | Roundup
9/28/2024
Bell Curve β†—

Key Insights

Bullish:

  • 🟒 $CRYPTO - Bullish outlook on crypto due to favorable macroeconomic conditions, potential outperformance compared to tech stocks, and positive political factors.
    • β€œYou have fiscal stimulus. You have quantitative easing. Like, I don't know if you could draw up a a more bullish picture with people coming into election night 5050.” - Vance (53:04)
    • β€œI think crypto actually has a pretty strong positioning there, as to as to be the the thing that, you know, it seems like NVIDIA has hit at least some sort of, like, not top, but the the out of control growth has slowed.” - Michael (28:04)
  • 🟒 $BTC - πŸ”’
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Bearish:

  • πŸ”» $SAAS - πŸ”’
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