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 🔥
...

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!
➡️    Polkadot https://polkadot.network/ecosystem/community/
➡️    Mantle https://meth.mantle.xyz/campaigns
➡️    Gemini http://gemini.com/unchained

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

_______________________________________________________
#bitcoin #ethereum #crypto #cryptocurrencies 
++++++++++++++++++++++++++++++++++++++++++++++++ 
Subscribe to our channel!
CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com
UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.substack.com/ LAURA'S TWITTER → https://twitter.com/laurashin
UNCHAINED TWITTER → https://twitter.com/unchained_pod
FACEBOOK → https://www.facebook.com/unchainedwithlaurashin
INSTAGRAM → https://www.instagram.com/laurashin/?hl=en
LINKEDIN → https://www.linkedin.com/in/laurashin/
MERCHANDISE → https://unchainedpodcast.company.site/
++++++++++++++++++++++++++++++++++++++++++++++++
NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY!
ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK
Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1
Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w 
RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 

YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!

Youtube

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

隨著美聯儲降息,加密貨幣的下一步會是什麼?兩位宏觀投資者討論了比特幣疲軟的夏季,2024年大選如何影響加密貨幣市場,以及更多內容。

🔥 節目連結 🔥
...

聯儲局剛剛首次在多年內降息50個基點,這對加密貨幣市場意味著什麼?比特幣表現落後於傳統金融,加上即將到來的美國大選,不確定性正在增加。

在這一集中,Lekker Capital的Quinn Thompson和Ikigai Asset Management的Travis Kling分析了影響市場的主要因素:從比特幣今夏表現乏力以及日元套利交易的收縮,到2024年大選可能成為加密貨幣關鍵時刻。這些是我們一直在等待的催化劑,還是我們應該做好更多動盪的準備?

他們還討論了在特朗普政府下哪些資產可能受益最多,以及他們為什麼認為SOL在不久的將來可能會有負面催化劑。

聯儲局降息50個基點的原因以及美國經濟衰退的可能性
比特幣今夏表現落後於更廣泛的傳統金融市場的原因
日元套利交易收縮對加密貨幣的風險
選舉結果可能會對行業不同領域產生不同影響
降息是否會影響DeFi中的穩定幣收益率
比特幣期權ETF的批准將如何影響BTC價格
人工智慧對比特幣礦工的影響
以太坊今年表現落後的原因以及可能的巨大催化劑
SOL將如何應對2025年初的大規模解鎖
Quinn和Travis對投資meme幣的看法
Base的崛起將如何影響Coinbase

隨著降息和即將到來的選舉，加密貨幣的最佳玩法是什麼？

貝萊德亞太區iShares主管尼古拉斯·皮奇表示，即使在亞洲，對加密貨幣進行適度的投資組合配置也可能推動大量資金流入市場。

他在Consensus大會的一個小組討論會上發表了上述言論……

貝萊德高管表示，亞洲地區1%的加密貨幣配置可釋放2萬億美元的新資金流入。

Berachain 的原生代幣 $BERA 在 2 月 11 日飆升超過 150%，創下數月以來單日最大漲幅。此前，該項目在 2025 年的大部分時間裡都處於低迷狀態，而此次上漲行情是在幾周的復甦之後出現的。

戰略轉型提振 BERA，Berachain 飆升 150%。

全球最大的加密貨幣交易所幣安繼續保持著快速上線競爭幣的步伐。
此時，幣安宣佈將上線名為 Espresso ($ESP) 的競爭幣。
“幣安將……”