Watch This BEFORE September 17th! (FINAL WARNING!)

"our in-house view is that you know if Trump were to get elected that would certainly slap on a premium to uh crypto asset prices Bitcoin a lot of vaults that will now have a clearer path forward in terms of Market structure and you know legislation that will support their growth here in the US and so certainly that is another factor to contend with as we go into your end"

"either soft landing and the business cycle continues to expand liquidity continues to expand or you have a recession in which I will conc there there is significant you know acute downside risk but we are certainly going to meet any kind of recession with more easing more liquidity in which case you know Bitcoin will be the the fastest horse out of there"

"we expect even as the presidential campaign uh Roars ahead we're going to see progress in the fall on that legislation and hopefully an Embrace by both parties of the structure and certainty it would provide"

"our money is still on the soft Landing path... I think once we get some you know soft but non recession non- recessionary jobs numbers hopefully this week and you know next month we'll have more investors skew away from that recessionary risk and back towards soft Landing into yearend which is very uh constructive for crypto prices"

"the worst case scenario for crypto which would be a stagflationary period in which real growth is slowing and the FED has to you know step up and be hawkish regardless of that fact because inflation is soaring... That right now is not on the table just due to the posturing from the fed"

"the longtail cyclical risk are kind of off the table I think heading into Q4 certainly... but we do think overall the the the risks skew to the upside"