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

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.
$GOLD - 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:

$GOLD - 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.