Losi L

"There's an increasing convergence between the fortunes of the crypto market to the broader global trad macro factors... whenever S&P or NASDAQ go up or down, Bitcoin and much of the crypto world... follows very closely." Crypto currently lacks an internal catalyst (like a new DeFi summer). It has become a high-beta proxy for US Tech. The speaker notes that because it is a midterm election year (2026), Trump is "incentivized to achieve certain outcomes" (rate cuts/higher markets). If the administration pumps the stock market for political reasons, crypto will rise purely on correlation. Long exposure to US Indices and Major Crypto assets as a play on political stimulus. Decoupling where stocks rise but crypto lags due to regulatory headwinds or lack of innovation.

"There's an increasing convergence between the fortunes of the crypto market to the broader global trad macro factors... whenever S&P or NASDAQ go up or down, Bitcoin and much of the crypto world... follows very closely." Crypto currently lacks an internal catalyst (like a new DeFi summer). It has become a high-beta proxy for US Tech. The speaker notes that because it is a midterm election year (2026), Trump is "incentivized to achieve certain outcomes" (rate cuts/higher markets). If the administration pumps the stock market for political reasons, crypto will rise purely on correlation. Long exposure to US Indices and Major Crypto assets as a play on political stimulus. Decoupling where stocks rise but crypto lags due to regulatory headwinds or lack of innovation.

"There's an increasing convergence between the fortunes of the crypto market to the broader global trad macro factors... whenever S&P or NASDAQ go up or down, Bitcoin and much of the crypto world... follows very closely." Crypto currently lacks an internal catalyst (like a new DeFi summer). It has become a high-beta proxy for US Tech. The speaker notes that because it is a midterm election year (2026), Trump is "incentivized to achieve certain outcomes" (rate cuts/higher markets). If the administration pumps the stock market for political reasons, crypto will rise purely on correlation. Long exposure to US Indices and Major Crypto assets as a play on political stimulus. Decoupling where stocks rise but crypto lags due to regulatory headwinds or lack of innovation.