Alt Thinking February 6, 2025
DeFi Decoded Podcast

Trump's Tariff Tantrum Tosses Cold Water on Crypto Rally (for now)

181 - Trump's Tariff Tantrum Tosses Cold Water on Crypto Rally (for now)
Investment Team
  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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“A lot of people in crypto are really hopeful that Donald Trump would be good for their portfolios, but so far the opposite has been true.” – Alex Tapscott

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi. Listen in as they discuss the current macroeconomic landscape and its impact on crypto, recent regulatory updates from Washington, the potential establishment of a U.S. Strategic Bitcoin Reserve, Ethereum's loss of Ultra-Sound Money status after the Dencun network upgrade, the current market structure dynamics and where we go from here, and more.

TIMESTAMPS
[0:21] Introduction
[1:16] Macroeconomic Environment & Crypto Market
[9:09] Crypto Regulation Updates from Washington
[16:35] U.S. Strategic Bitcoin Reserve
[21:52] Ethereum Loses Ultra-Sound Money Status
[28:01] Current Market Structure & The Road Ahead
[34:42] Conclusion

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.