Great analytical article - not to mention the exceptional charts; I fully grasp your logic and the overall perspective you're presenting. However, I'm curious about your rationale behind expecting conservative investors to shift their capital toward crypto-assets (which they traditionally perceive as highly speculative and risky) amid deteriorating conditions in traditional markets.
Moreover, I'm particularly interested in your view regarding the broader economic impact of the actions led by Musk’s team, especially the widespread layoffs within government institutions. Such significant workforce reductions inevitably pose risks across all markets. Coupled with Trump's ongoing strategic moves (the escalating tariff war), how do you perceive these dynamics influencing market stability?
Furthermore, how do you evaluate the growing tensions between the U.S. and the EU regarding their stance on the Russia-Ukraine situation? Recently, the UK - what I often refer to as the "head office" - announced preparations for the "largest package of sanctions against Russia since the onset of the war." How might these geopolitical escalations affect market sentiment and investment flows?
From my viewpoint, the most intriguing and possibly turbulent times are still ahead. I'd appreciate your insights on these multifaceted issues.
Conservative investors should consider crypto assets as part of a diversified portfolio. Despite BTC’s volatility, institutional interest is growing. Allocating 5–10% of capital to cryptocurrencies is no longer just a speculative idea but a hedging strategy against inflation and geopolitical risks.
Mass layoffs initiated by Musk and other corporations are an effective cost-cutting tool, but they may also lead to a decline in consumer demand. In the short term, this could negatively impact the stock market, but in the long run, it may lay the foundation for higher business productivity.
Trump’s import tariff policy is aimed at supporting the U.S. industrial sector but carries risks for global trade. If U.S. trade partners respond with reciprocal measures, this could slow global economic growth, drive up prices, and increase inflationary pressure.
Thank you for taking the time to respond to my question. While I genuinely respect your viewpoint, unfortunately, I can’t fully agree with your conclusions. In my opinion, the current strategies pursued by Trump’s team (rhetoric combined with concrete actions) could result in substantial negative economic impacts. Regarding the crypto markets, I’ve been personally bearish since Mar 2024. Nevertheless, only time will show who’s right - let’s keep a close eye on Q2 2025!
Extremely thorough and well written research. I find your work helpful and reassuring that I am on the right path. TY!
Great analytical article - not to mention the exceptional charts; I fully grasp your logic and the overall perspective you're presenting. However, I'm curious about your rationale behind expecting conservative investors to shift their capital toward crypto-assets (which they traditionally perceive as highly speculative and risky) amid deteriorating conditions in traditional markets.
Moreover, I'm particularly interested in your view regarding the broader economic impact of the actions led by Musk’s team, especially the widespread layoffs within government institutions. Such significant workforce reductions inevitably pose risks across all markets. Coupled with Trump's ongoing strategic moves (the escalating tariff war), how do you perceive these dynamics influencing market stability?
Furthermore, how do you evaluate the growing tensions between the U.S. and the EU regarding their stance on the Russia-Ukraine situation? Recently, the UK - what I often refer to as the "head office" - announced preparations for the "largest package of sanctions against Russia since the onset of the war." How might these geopolitical escalations affect market sentiment and investment flows?
From my viewpoint, the most intriguing and possibly turbulent times are still ahead. I'd appreciate your insights on these multifaceted issues.
Conservative investors should consider crypto assets as part of a diversified portfolio. Despite BTC’s volatility, institutional interest is growing. Allocating 5–10% of capital to cryptocurrencies is no longer just a speculative idea but a hedging strategy against inflation and geopolitical risks.
Mass layoffs initiated by Musk and other corporations are an effective cost-cutting tool, but they may also lead to a decline in consumer demand. In the short term, this could negatively impact the stock market, but in the long run, it may lay the foundation for higher business productivity.
Trump’s import tariff policy is aimed at supporting the U.S. industrial sector but carries risks for global trade. If U.S. trade partners respond with reciprocal measures, this could slow global economic growth, drive up prices, and increase inflationary pressure.
Thank you for taking the time to respond to my question. While I genuinely respect your viewpoint, unfortunately, I can’t fully agree with your conclusions. In my opinion, the current strategies pursued by Trump’s team (rhetoric combined with concrete actions) could result in substantial negative economic impacts. Regarding the crypto markets, I’ve been personally bearish since Mar 2024. Nevertheless, only time will show who’s right - let’s keep a close eye on Q2 2025!