Asymmetric Market Update™️ #30
Please enjoy this special Post-Election Landscape episode of the "Marc & Ben Show"! 🇺🇸🚀💥
01:05 – Two disclaimers
01:42 – Recap of the last four years
07:15 – Debanking & impact on founders
13:38 – Biden admin's crypto crackdown
14:25 –... See more
Marc Andreessen 🇺🇸x.comNow, many potential catalysts for Bitcoin (and crypto generally) will rise in 2025. Here are a few:
- A Strategic Bitcoin Reserve (at the U.S. Federal level)
- Strategic Bitcoin Reserves (at the U.S. State level)
- Strategic Bitcoin Reserves (for other countries globally)
- The removal of SAB-121
- Clear regulations out of the SEC and CFTC on crypto
- The Stablecoin
Asymmetric Market Update™️ #25
The End of The Beginning
aitkenadvisors.com
The US is likely heading toward:
Investment Implications
- Lower rates (circa 3%) despite near-term inflation
- More liquidity injections (US$1.5 trillion in 2026)
- Continued unconventional policy tools (Treasury QE, stable coin-driven demand)
Investment Implications
- Risk-On: favor Bitcoin, equities, and growth assets
- Watch for Fed rate cuts and monitor US Treasury bill
Crescendo
Welcome to Bear Town (?) 🐻
My primary focus for @tangent_xyz is two things:
1) Investing and working with founders long term on the venture side, and
2) Spotting inflection points on the liquid side to help founders weather them... See more