At this point there are several questions I would face regarding my view on the latest crypto markets price action and how I remain cautious but optimistic.
- Do I still think most USA states will have a Strategic Bitcoin Reserve? Yes
(They will also include Sol , Xrp and Ada) - Do I still think we have only seen a 10% of the real AI potential? Yes
- Do I still think AI x Crypto is the best use case and scaling niche to date? Yes
- Do I still think this mini bull run has been heavily diluted into useless memecoins? Yes
- Do I still think Trump rugged us with Trump and Melania meme coins? Yes
- Do I still think investors are fed up with memes and capital will rotate to utility coins? Yes
- Do I still think that a favorable US Crypto regulation will cascade more capital inflows? Yes
- Do I still think these corrections are normal and proportional to previous seasons? Yes
There are plenty of new actors in the game, mostly from traditional finance, therefore Crypto is more exposed than ever to macroeconomic and international events. It's normal. We have seen how it suffered on the tariffs announcements which create macroeconomic uncertain.
Trump is shaking the whole international board of relations and economic networks (let's see if for good) but initially, as always happens with major changes, the markets will respond with fear and caution until everything is settled. As we have seen with Mexico, Ecuador, Canada and the war tariffs...it had massive impact on the market and then they reached agreements, same will happen with Europe, same will happen with Russia & Ukraine, with Europe & Russia relations, with Israel...etc. The interdependency is higher than ever before. The current world economic structure doesn't allow autarchies, period.
I didn’t expect to see everything I saw at the Trump-Zelenskyy meeting in the Oval Office
The entire world witnessed the two leaders clashing intensely in front of the cameras, with the U.S. President accusing Zelensky of disrespect . This led to the Ukrainian President being asked to leave the White House, canceling the scheduled meetings .
A very unfortunate turn of events for the peace negotiations between Russia and Ukraine .
Following this incident, the markets took a mini dive, erasing gains from the positive PCE data . However, things eventually calmed down, and the markets bounced back just before closing, with the S&P ultimately rising by +1.59% . As you can imagine this peace negotiations will impact the markets daily as they unfold.
I think it goes without saying that a peaceful resolution would bring massive benefits—both humanitarian and economic.
Posted Using INLEO
