Bits + Bips: Bitcoin Finally Acted Like a Hedge. Will It Last?

Bullish:

• $BTC - Bitcoin acting as a safe haven asset during geopolitical tensions with established infrastructure for 24/7 trading and risk management.

  • “Bitcoin is actually acting like a safe haven. It's up about four percent since the conflict started on February 28 and over the last few days or so.”

    Steven·4:16

  • “Bitcoin in particular is the most, I guess, is the asset with easily the most regulatory clarity and methods of access, right, of all digital assets. It's the asset which makes the most sense to me as a risk absorber over weekends, right? There's not only, you know, there's a very, very deep options market that's 20 fourseven, right? Very good perks markets.”

    Andy·24:43

  • “Bitcoin just minted its twentieth, twenty millionth Bitcoin. The network is as solid as ever and quantum fears aside, the ecosystem just continues to develop every single day.”

    Andy·18:21
• $STABLES - Stablecoins hitting record highs with continued growth potential as demand for simple trustable yield expands.

  • “We're at a record high on the crypto side for stablecoins, $317,000,000,000, I think we hit or close to $320,000,000,000.”

    Andy·18:02

  • “I do think anything involved with advancing borrowing and lending and providing yield through DeFi is going to be, there are going to be some big winners there because I think the demand side of simple trustable yield is gonna expand whether or not rewards are allowed on stable coins. So I think that's just a sector that I think has tremendous growth potential.”

    Andy·37:32
• $DEFI - DeFi experiencing a second coming with more mature platforms and broader potential user base, particularly in yield-generating vaults.

  • “the growth in things like DeFi vaults is I think reinvigorating a new second coming, let's call it a DeFi that has a lot broader user, potentially user base and a lot more mature platforms and a lot more rings around the trees for some these protocols.”

    Andy·37:06

  • “I do think anything involved with advancing borrowing and lending and providing yield through DeFi is going to be, there are going to be some big winners there because I think the demand side of simple trustable yield is gonna expand whether or not rewards are allowed on stable coins.”

    Andy·37:32