Crypto News: Bitcoin Breaking, Trump Trauma, Tariff Crash & More

"as you can see the distribution moving to the left considerably from the current versus a week ago and indeed a month ago. And right now there's an 81% chance of four cuts by the end of the year. This is 2025, December 2025. And 46% chance of five cuts. And Goldman Sachs predicts 130 basis points in Fed rate cuts for 2025."

"I think alts are going to continue to struggle unless we get unless the Fed turns on the printer. Exactly. So my that's that's my theory as well. I think that until when monetary stimulus comes it is going to lead to lots of risk assets rallying."

"on the May the 7th uh we've got Ethereum is finalizing the PRA upgrade. So the hope all hope you know there we go. Wish upon a star. Your altcoin dreams are riding on the 7th of May. The pectra is coming mate."

"I think Bitcoin is going to be up by the end of Q2. Bitcoin dominance is going to be up by the end of Q2 even from these levels. You think even I think it's I think definitely because I think that the liquidity is going to still flow into Bitcoin and there will be rotation but there will be other altcoins. I'm not going to say any right now but I think that definitely there will be a lot of some altcoins that will definitely be up right"

"and it'll be interesting to see Bitcoin versus the others which is non-stable coin altcoins because I think stable coin growth is definitely going to continue flying"

"The 2.5% is a forecast. So there's forecasting lower CPI year-over-year and versus 2.8% previously and then of course core at 3% and previous 3.1%. So the economists are forecast and at least the last time I checked or we checked uh it to have come down."

"Can we see BTC below 70K? Still at an average price of 50K. So, opening limit orders. Could could we go below 70K? I think it's possible. It's possible, but I wouldn't I wouldn't bet on it. No. Okay. I think most people have said that potentially if we're going to go down uh 70 low 70k is the potential bottom that have people have flagged"

"Coming back to the question of all roads lead to money printing. All roads lead to additional liquidity coming into the system because the Fed is going to have to step in right already there talk they go into China just announced monetary stim frontloading the monetary stimulus other countries are going to follow suit. Europe is going with these massive fiscal spending packages. That's all global liquidity flooding into the system."

"So if I'm looking out to the end of Q2 if I'm looking out to the end of the year I still think it's one of the best risk return opportunities right now."

"Bitcoin did open up a very big CME gap to the downside uh this evening, obviously. Now, yes, we usually come back and close CME gaps. But in this case, I think it will be it will struggle to close that unless there are some positive on the macro side of it."

"I still think that over the next few months it would all be made clear. Coming back to the question of all roads lead to money printing. All roads lead to additional liquidity coming into the system because the Fed is going to have to step in right already there talk they go into China just announced monetary stim frontloading the monetary stimulus other countries are going to follow suit. Europe is going with these massive fiscal spending packages. That's all global liquidity flooding into the system. So if I'm looking out to the end of Q2 if I'm looking out to the end of the year I still think it's one of the best risk return opportunities right now."

"The Fed could step in for an emergency rate cut before the next meeting."

"all roads do lead to money printing. And this reminds me of an actual I did an interview over the weekend with Arthur Hayes where I we talked about his most recent piece uh which was referencing uh Fed's money printing and how the Fed will have to submit to the fiscal dominance of Bessant and co and it was really interesting and basically it is it is true if we are going to have to have monetary stimulus the Chinese talked about it which we'll talk about a bit later there is all roads lead to money printing"

"If if markets continue tanking and if recessionary fears start creeping up then stimulus will have to come and Jerome will have to submit."

"The Fed has p is going to pause quantitive tightening and um they may be forced to if the if the debt ceiling is raised potentially to buy debt from the treasury which would be easing quantitive easing there's talk about quantitive easing now more than ever, even though the Fed has explicitly ruled it out until rates are at zero."

"there are definitely going to be some altcoins that are going to definitely outperform Bitcoin individually. And that's why I still think that, you know, you shouldn't, you shouldn't, not all hope is lost in terms of alt season."

"If we do get that monetary stimulus, there will be flowing down the risk curve, the rotation as usually is the case into although I think they'll skip over ETH, but uh you know guys held and I'd hope that they're going to go down the normal rotation route."

"Paul Atkins from what Ha was saying is very much you know on the same page as she is. So although we've got this crippling tariff regime screwing everything up fundamentally one of the big overhangs from from previous years has gone. The SEC is much more favorably inclined towards crypto now much more favorably inclined towards innovation."

"JP Morgan came out and revised their estimates for a recession in the US up 60% not just in the US obviously in the US but also global recession the chance of a global recession this year is at 60%. Am I right in thinking that when we did the stream last week so this time last week JP Morgan had revised it up to 35%. I think that was Goldman. JP Morgan was at 40% but that was US. Now it's completely up. So now they've slapped a 20% rise on their chances."

"The 10-year yield because this is one of the things this is one of the arguments for the fact that Trump is maybe playing 3D or 4D chess or whatever it is. The fact that you know on in his last term he wanted to be judged on the markets. This time what he wants to do is get the 10-year yield down because of all this debt that needs to be refinanced this year. They basically want to refinance it under more favorable conditions."

"there's going to be negotiation. There's going to be or or there's going to be push back like we're seeing from China."

"the idea of of bringing manufacturing jobs back to the US or back to any of these kind of western nations that lost them. I mean, are we not talking about a sector that's being increasingly automated? You know, there's so much talk about AI and robotics now like man, if you're bringing back manufacturing jobs, are you not just trying to bring back something that is kind of dying anyway?"

"China just announced monetary stim frontloading the monetary stimulus other countries are going to follow suit."

"I still think that ETH beat well I don't know ETH BTC I know I know I [__] on ETH a lot I think you know it's beaten up a lot um but yeah it's difficult right because it's it's rallying it's against Bitcoin right yeah so look I I'll admit it is very difficult to see positive catalysts for ETH now Petra upgrade notwithstanding like it is in a tough spot"