With Rate Cuts and Upcoming Elections, What’s the Best Play in Crypto? - Ep. 709

With Rate Cuts and Upcoming Elections, What’s the Best Play in Crypto? - Ep. 709 – Unchained

Mentioned

Bullish

COIN— Coinbase is seen as highly leveraged to the outcome of the upcoming election, potentially benefiting from regulatory changes or increased crypto adoption.
BTC— Bitcoin is expected to benefit from high inflation, fiscal stimulus, and global easing cycles by central banks.
COMMODITIES— Commodities are viewed as inflation protection assets that could benefit from global easing cycles.
ETH— Ethereum is considered a potential 'Trump trade', possibly benefiting from a Trump victory in the upcoming election.
SMALLCAPS— Small cap stocks are seen as correlated with crypto due to their reliance on liquidity, potentially offering similar opportunities.

Bearish

JPY— The Japanese Yen faces long-term structural challenges due to demographic trends, suggesting potential weakness over the coming decades.

Not investment advice.