A Discussion With David Lin on Bitcoin, Stocks, and Macro

"I think that we're going to get again if I were to guess we're just guessing here if I were to guess probably more choppiness sideways action until we see some more news"

"I think once the government starts to pay more attention to other digital assets uh definitely there will be more interest just naturally in the news but I think um and and I think you and I have talked about this before an altcoin cycle typically follows a Bitcoin Bull Run and so people are naturally going to be more and the retail crowd that is is I think they're going to naturally be more interested in the altcoins after big Bitcoin dominance Bull Run anyway just because they want that additional leverage and they want that additional risk so I think it's just a function of waiting and it's going to happen so um yeah I I I you know whether or not it's going to be xrp or salano or ethereum this remember last last Bull Run four years ago ethereum was all the hype in 2021 that is no longer huge now what's going to be the next thing that people going to be talking about to flip Bitcoin I don't know um the xrp guys want xrp to be the thing but we'll see but yeah the short answer to your question is yes"

"to your question about whether or not interest rates would cause inflation coming down uh if interest rate were to come down more um the answer is probably yes I think people are concerned about uh the labor market heating up already"

"there's a 0% chance the FED will cut by tomorrow we're speaking like yeah literally by tomorrow um is the f MC announcement um if they do there that's going to be the mother of all rallies but I I doubt it so"

"I'm I I I I think the growth rate of the economy may be slower due to the base effect from the previous year um I don't see us Contracting into negative GDP this year if you were to force me to give an answer so I'm kind of somewhere in between I think the growth rate may be slower and that's not that's not my Pro by the way that's not only what I think the IMF is making a similar forecast for the global economies um I think the growth rate may be slower um I don't think the growth rate will be negative"

"I think the meme coin craze hasn't hit us fully yet I think there's going to be if I may use the word degeneracy um later on this year and I think once you see that that's your signal for the market top I think retail is nowhere nowhere near the top for retail excitement yet"