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Altcoin Trim, Not Exit: Why We’re Staying Heavy but Tactical

Your daily access to the backroom.

  • Fewer rate cuts expected in 2025 after recent Fed signals
  • Strong ETF inflows highlight sustained institutional demand
  • Altcoins lead pullback as market momentum stalls

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Fragile Optimism as Rates Come Back From Brink

Fragile Optimism as Rates Come Back From Brink

With bonds and equities moving in lockstep and traditional hedges faltering, markets are trading headline-to-headline on Iran while Bitcoin’s resilience above $70K reflects cautious positioning in a regime where geopolitics, not fundamentals, is setting the pace.