This episode explores the impact of fluctuating market conditions, particularly the imposition and subsequent pausing of tariffs, on the cryptocurrency market. Against the backdrop of this economic uncertainty, the conversation features an interview with Seth Ginns, Managing Partner at CoinFund, who analyzes the market's reaction to these events. More significantly, Ginns discusses the interplay between macro-economic factors and the crypto market, highlighting how events like tariff announcements affect Bitcoin and broader crypto assets. For instance, he explains that while Bitcoin initially showed resilience, it eventually mirrored the downward trend in equities and credit markets, reflecting its connection to risk-on factors. As the discussion pivoted to the future, Ginns predicted an upcoming stimulus and the possibility of a "Trump put" on the market, suggesting a bullish outlook for crypto in the medium to long term, although cautioning against short-term aggressive investments. He further anticipates an altcoin season driven by fundamental value capture in tokens with strong growth indicators. Ultimately, this analysis suggests that while Bitcoin's safe haven status is still developing, the confluence of macro-economic policies and the maturation of the crypto industry points towards a positive trajectory for the market.
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Why CoinFund Believes There’s Still a Strong Bull Case for Bitcoin and Crypto - Ep. 816 | Unchained | Podwise
