The Fog of Trade War (Core Strategy Rebalance)

Feb 4, 2025 • 6 Min Read

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AERO -1.65% AI N/A% BONK 0.04% BTC 0.64% DOGE -0.38% ETH 0.56% HNT 10.11% JTO -7.23% RAY -1.44% SOL -1.24% USDC 0.01% VIRTUAL 1.04% XRP 0.98% BITF BITW +1.25% BTBT +3.11% CIFR +1.56% CLSK +2.08% COIN +3.85% CORZ -1.25% HIVE +5.60% HOOD +5.52% HUT +4.59% IREN -1.84% MARA +4.25% MSTR -4.23% RIOT +1.75% SMLR WGMI +1.23% WULF -0.96%

Core Strategy

With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe the upside risk for the DXY and yields has increased in Q1. Moreover, the market remains highly volatile and headline-driven, inhibiting the crypto market from gaining meaningful momentum. While regulatory developments are a key medium- to a long-term tailwind for crypto, it is unlikely that any incremental “good news” will be announced in th...

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The Fog of Trade War (Core Strategy Rebalance)

Core Strategy

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