Bits + Bips: Bitcoin Keeps Smashing All-Time Highs, and MSTR Joins the Big Leagues - Ep. 752

Bullish:

• $MSTR - MicroStrategy's inclusion in the Nasdaq 100 indirectly increases Bitcoin exposure for index investors, potentially driving up both MSTR and BTC prices.

  • “Basically, anybody, anybody anytime anytime anybody buys the Nasdaq, either via, ETFs or, mutual funds, or, futures, you're you're literally buying, MicroStrategy, which basically, by by definition, what it does is it enables SAILOR to sell more shares and buy more Bitcoin.”

    Alex·48:00
• $BTC - Bitcoin is expected to gradually increase in value, with a target of around $20,250.

  • “I think it's gonna be a grind up to 20250, that that that my my base case is is 2025. It's just gonna be a it's hard to tell exactly when, but my my view is that it's gonna be a consistent grind.”

    Mauricio·1:21:27
• $STABLES - Growing interest in stablecoins due to their potential to advance US interests and perpetuate the US dollar, with USDC being at the forefront of regulatory compliance.

  • “I think the the the the fast dash or the mad dash to stable coins is coming from the fact that people are seeing that the US has woken up to stable coins. They help them advance US interests, basically perpetuate the US dollar, and they're gonna buy their treasuries that nobody wants to buy right now.”

    Mauricio·59:58

  • “I think, you know, the the main one, obviously, USDC being forefront for being pro happy regulation. I think Tether just got into the good books now with with Latnik, being part of the commerce secretary.”

    Mauricio·1:00:39
• $XRP - XRP is considered a good asset to hold, especially after recent market cooldown, despite its volatility and sensitivity to Ripple news.

  • “XRP moves with Ripple news. Personally, I think it's a great great asset to to hold. Ironically, historically, we have said exactly the opposite, but especially now with the cooldown that we had, I think it's a great asset to hold.”

    Alex·53:52
• $HYPE - The HYPE token, associated with Hyperliquid, shows strong upward price movement and has a compelling narrative in the market.

  • “And if you look at the, the hype chart, which is the asset of hyperliquid, is literally up only. It's like the Tesla one, but even more Or it's like the Bitcoin one, but even more vertical. And, it's a great product, with very good narrative.”

    Alex·57:30
• $ETH - Ethereum is viewed positively in the context of DeFi, with notable investors like the Trump family showing interest.

  • “If it's good, it's it's a perfect transfer rate. It's it's basically it's, DeFi? It's DeFi. It's it's it's, it's what the the Trump's are buying.”

    Alex·58:22

Bearish:

• $CNY - Chinese bond yields are falling rapidly, indicating a potential flight to safety and suggesting economic stress in China, which could weaken the Yuan.

  • “This chart shows China yields in free fall, which means bond prices are getting bid up. That's a flight to say there's a kind of a panic move that's happening.”

    Ram·39:23