With the Fed cutting rates, what’s the next move for crypto? Two macro investors discuss Bitcoin's sluggish summer, how the 2024 elections could impact crypto markets, and much more.
🔥 EPISODE LINK 🔥
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With the Fed cutting rates, what’s the next move for crypto? Two macro investors discuss Bitcoin's sluggish summer, how the 2024 elections could impact crypto markets, and much more.
🔥 EPISODE LINK 🔥
CHECK OUT THE EPISODE LINKS AND DETAILS HERE
👉  https://unchainedcrypto.com/podcast/with-rate-cuts-and-upcoming-elections-whats-the-best-play-in-crypto/ 👈

The Fed just made its first rate cut in years, slashing 50 basis points off interest rates—but what does this mean for the crypto markets? With Bitcoin lagging behind traditional finance, and the looming U.S. elections, uncertainty is growing. 

In this episode, Quinn Thompson of Lekker Capital and Travis Kling of Ikigai Asset Management break down the major factors influencing the markets: from Bitcoin’s sluggish summer and the unwinding of the Japan yen carry trade, to why the 2024 elections could be a pivotal moment for crypto. Are these the catalysts we’ve been waiting for, or should we brace for more turbulence ahead?

Also, they cover which assets could benefit the most under a Trump administration, and why they believe SOL could have a negative catalyst in the near future.

Show highlights:
🔹  Why the Fed cut rates by 50 basis points and what the chances of a recession are in the U.S.
🔹  Why Bitcoin has underperformed the broader TradFi markets this summer
🔹  The risks of the unwinding of the Japan carry trade for crypto
🔹  How the election results might matter differently for different sectors of the industry
🔹  Whether rate cuts affect stablecoin yields in DeFi 
🔹  How the approval of Bitcoin ETF options will affect the price of BTC
🔹  Whether Bitcoin miners will be affected by AI’s need for computing power
🔹  Ether’s lagging performance this year and what might be a huge catalyst for ETH
🔹  How SOL will manage through the huge unlock in early 2025
🔹  What Quinn and Travis think about investing in memecoins
🔹  How the rise of Base will impact Coinbase

Visit our website for breaking news, analysis, op-eds, articles to learn about 
crypto, and much more: unchainedcrypto.com

Thank you to our sponsors!
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Guests:
⭐️ Quinn Thompson,  CIO of Lekker Capital
⭐️ Travis Kling, Founder and CIO of Ikigai Asset Management

Timestamps:
00:00 Intro
02:09 Fed rate cut and recession chances
12:34 Bitcoin’s underperformance this summer
14:56 Risks of Japan carry trade unwinding
21:30 Election impacts on crypto sectors
38:00 Rate cuts and DeFi stablecoin yields
43:00 Bitcoin ETF options
49:31 AI’s impact on Bitcoin miners
54:38 Ether’s lagging performance and future catalysts
1:03:19 SOL’s 2025 unlock concerns
1:10:39 Investing in memecoins
1:18:15 Base’s rise and Coinbase impact

_______________________________________________________
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Youtube

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

随着美联储降息,加密货币的下一步会是什么?两位宏观投资者讨论了比特币疲软的夏季,2024年大选如何影响加密货币市场,以及更多内容。

🔥 节目链接 🔥
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联储局刚刚首次在多年内降息50个基点,这对加密货币市场意味着什么?比特币表现落后于传统金融,加上即将到来的美国大选,不确定性正在增加。

在这一集中,Lekker Capital的Quinn Thompson和Ikigai Asset Management的Travis Kling分析了影响市场的主要因素:从比特币今夏表现乏力以及日元套利交易的收缩,到2024年大选可能成为加密货币关键时刻。这些是我们一直在等待的催化剂,还是我们应该做好更多动荡的准备?

他们还讨论了在特朗普政府下哪些资产可能受益最多,以及他们为什么认为SOL在不久的将来可能会有负面催化剂。

联储局降息50个基点的原因以及美国经济衰退的可能性
比特币今夏表现落后于更广泛的传统金融市场的原因
日元套利交易收缩对加密货币的风险
选举结果可能会对行业不同领域产生不同影响
降息是否会影响DeFi中的稳定币收益率
比特币期权ETF的批准将如何影响BTC价格
人工智能对比特币矿工的影响
以太坊今年表现落后的原因以及可能的巨大催化剂
SOL将如何应对2025年初的大规模解锁
Quinn和Travis对投资meme币的看法
Base的崛起将如何影响Coinbase

随着降息和即将到来的选举，加密货币的最佳玩法是什么？

美国劳工统计局（BLS） 1 月非农报告即将发布，市场预计此次修正将抹去约 100 万个就业岗位。
文章作者：赵颖
文章来源：华尔街见闻
美国劳工统计局（BLS）将于今晚发布延迟的 1 月非农报告，同时进行年度基准修正和方法论更新。市场预计此次修正将抹去约 100 万个就业岗位，这是美国就业统计史上规模最大的下修之一。
根据 BLS 初步估计，2024 年 4 月至 2025 年 3 月期间的就业...

今夜，美国非农或现“百万级”下修

全球最大资产管理公司贝莱德披露将购入去中心化交易平台 Uniswap 的原生代币 UNI。此举不仅展现传统金融 […]
〈贝莱德宣布购买 Uniswap 平台币 UNI！$UNI 跳涨 23%〉这篇文章最早发布于动区BlockTempo《动区动趋-最具影响力的区块链新闻媒体》。

贝莱德宣布购买Uniswap 平台币UNI！ $ UNI跳涨23%

Polymarket 上一玩家 1 年交易 61,793 次，狂赚 10.6 万美元。