Can Crypto Survive a Recession? | Roundup

Bullish:

• $ETH - Positive outlook on ETH ETFs and DeFi protocols.

  • “The prediction that I've had is, like, ETF and Bitcoin flows are gonna be basically the same... we're at 50% today, and I would expect that to be roughly kind of the base case for what the flow percentage will be.”

    Vance·0:00

  • “It's been a smashing success for the ETH ETF... it feels like the mini trusts are also absorbing and helping at least some of that flow to get out.”

    Vance·0:00

  • “Uniswap had a couple of fee switch proposals this year... it got further and further along than it has in the past.”

    Michael·0:00

  • “The Aave Nomics revamp... there's a road. You know, there's a line of sight to that actually happening.”

    Michael·0:00

  • “I think the worst of all worlds is kind of what we're doing currently... coin should launch no higher than, like, a few 1,000,000,000 and give people a shot to be early.”

    Vance·0:00

  • “I think there's some real desire from some of these more established DeFi protocols that do have functioning DAOs and real cash flows to signal to token holders that, hey... there's a line of sight to that actually happening.”

    Michael·0:00

  • “The ETH ETF... it's very, very positive.”

    Vance·0:00
• $BTC - Positive outlook on BTC ETFs, market conditions, and potential rate cuts.

  • “I do think just, like, concentrating the bid and the marketing and the distribution around these two assets is really, really great for the whole space just because, like, BlackRock and the other ETF providers have an obligation to make sure this stuff goes well.”

    Vance·0:00

  • “Bitcoin is flat to green, at least as of the time of this recording. And I think that's significant.”

    Michael·0:00

  • “Bitcoin has historically done a pretty good job of actually sniffing out rate cuts.”

    Michael·0:00

  • “Crypto moves, like, twice as fast as TradFi... all the supply overhang and shit that needs to get bailed out or fixed, like, that's still to come.”

    Vance·0:00

  • “Let's start dropping these rates as fast as possible.”

    Vance·0:00

  • “The 10 year is down to 381... we've clearly put in the high for the 10 year. The cost of money is gonna go down.”

    Vance·0:00

  • “The 2 year and fed funds rate are extremely correlated... this is actually the market pricing in or indicating, that there's gonna be that they're gonna be cuts ahead.”

    Michael·0:00

  • “If you're in this scenario where you can't have a horrible recession because of how much the government is spending and it feels like something is broke and now the Fed has, like, unemployment is up, and inflation is going down and we're, you know, in for rate cuts, like, that could... there's a bull case there.”

    Michael·0:00

  • “The Trump perspective is, like, it just becomes much more bullish for basically every coin.”

    Vance·0:00

  • “The renewed bid from these ETFs... let's start dropping these rates as fast as possible.”

    Vance·0:00