Bits + Bips: Bitcoin in Geopolitics, ETH’s Momentum, SOL ETFs & China’s Crypto Pivots? - Ep. 748

Bits + Bips: Bitcoin in Geopolitics, ETH’s Momentum, SOL ETFs & China’s Crypto Pivots? - Ep. 748 – Unchained

Market views

Bullish

ETH— Ethereum's increasing on-chain activity, as evidenced by growing transaction fees relative to market cap, signals strong network usage and potential value appreciation.
SOL— Solana's on-chain metrics show substantial growth in network activity, with fees increasing significantly more than market cap, indicating strong network usage and potential value appreciation.
EM— Potential Fed rate cuts could lead to increased stimulus in emerging markets, potentially benefiting their assets.
CHINASTOCKS— Recent policy moves in China have been viewed positively by the market, potentially setting up for further upside in Chinese stocks.

Bearish

USD— Potential Fed rate cuts in December could lead to global monetary easing, potentially weakening the US dollar.
MSTR— Technical analysis suggests MicroStrategy's stock may have reached a local top, with similarities to previous price action that led to declines.

Not investment advice.