Crypto's Rebound Following Tariff Announcements is Encouraging

In this Crypto Comments video from February 10, 2025, Sean Farrell examines the crypto market’s reaction to newly announced U.S. steel and aluminum tariffs and what that lack of sustained response could indicate for the short-term outlook for Bitcoin (BTC) and other digital assets. He walks through the sequence of tariff headlines around President Trump’s comments, including the prospect of broader reciprocal tariffs and potential retaliation from trading partners, and discusses how these policy risks may factor into near-term volatility across risk assets.

Farrell also reviews fresh research from Bloomberg ETF analysts on which crypto assets could be next in line for a U.S. spot exchange-traded fund, with specific attention to Litecoin (LTC), Dogecoin (DOGE), Solana (SOL), XRP, and multi-asset products such as Grayscale Digital Large Cap (GDLC) and Bitwise Crypto Industry Innovators (BITW). The video highlights questions around futures-market requirements versus surveillance-sharing agreements for spot ETF approval, and updates viewers on the growing number of state-level Bitcoin reserve (SBR) bills, including new activity in North Carolina. The full report provides the complete video, charts, and Farrell’s detailed interpretation of these macro, regulatory, and policy developments for crypto markets.

Finish reading this report for free

Enter your email and we'll send the paywall-free report directly to your inbox

Articles Read: 1/2

By continuing, you agree to the Terms of Service and Privacy Policy.

In addition to your unlocked report, you will receive our weekly market newsletter Fundstrat Snapshot, as well as occasional updates and offers from Fundstrat Direct. You can unsubscribe at any time.

Get unlimited access to Tom Lee's Fundstrat research Subscribe
Already a member? Log in

Events

Trending crypto assets in our research