The Chopping Block: Bitcoin’s 200K Dream, Tariff Nightmares, & the Altcoin Exodus - Ep. 815

Bullish:

• $BTC - Bitwise maintains a bullish outlook on Bitcoin with a price target of $200,000 by year-end, expecting it to outperform in various economic scenarios including stagflation and high inflation with Fed stimulus.

  • “Bitwise's price target is 200 k by the end of the year, and I still think we have a good shot at it.”

    Jeff·38:43

  • “I think there is a version of it where Bitcoin still can be the fastest horse in that world where people do need to seek returns.”

    Jeff·38:50

  • “I say it does even better.”

    Jeff·39:09
• $CEFI - Crypto asset managers, particularly Circle, may have stronger financials than currently reflected, especially considering the growth in USDC over recent months.

  • “I actually think their numbers are not reflective of the growth in USDC over the past couple months or quarters.”

    Robert·46:24
• $XRP - Ripple's acquisition of Hidden Road is viewed positively, providing good value and market share at a reasonable cost.

  • “I think it makes sense for Ripple. It's not that expensive for how much market share Hidden Road has.”

    Robert·59:42