Key Takeaways
- Core inflation came in cooler than expected at 0.2% MoM
- ETF flows diverged: ETH saw inflows, while BTC recorded outflows
- Altcoins are driving the rally, reinforcing our overweight positioning
Why an Altcoin-Led Rally is Our Favored Scenario
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Geopolitical Shock and Tariff Tensions – Why We Hold Our Position
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Geopolitical Tensions Generate Market Pullback - Why the Correction Could Worsen
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Thailand Exempts Crypto Capital Gains From Tax Through 2029
The capital gains tax exemption represents Thailand's latest effort to balance innovation promotion with investor protection, requiring crypto transactions to flow through regulated channels while providing tax incentives for compliance.