Bits + Bips: Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Ep. 802

Bits + Bips: Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Ep. 802 – Unchained

Market views

Bullish

TREASURIES— Increased demand for Treasuries expected due to a significant amount of debt maturing this year, potentially leading to higher prices.
SOUTHKOREA— South Korean market appears undervalued with strong performance, particularly in tech companies supplying to AI chip manufacturers.
XAU— Gold is seen as a hedge against stagflation and global uncertainty, with increased physical delivery demand in the US.
STABLES— Potential increase in demand for stablecoins due to regulatory developments, with Tether already being a major holder of US Treasuries.
SOL— CME's Solana futures launch seen as a positive signal for institutional adoption, potentially beneficial for SOL in the long term.

Bearish

XAU— Gold's recent rally may be overextended, with current momentum potentially in its late stages despite various supporting factors.
ALTCOINS— Altcoins expected to underperform relative to Bitcoin, with no anticipated 'alt season' in the near future.

Not investment advice.