Episode 447
📍 Bitcoin prices may see gains from a soft US inflation report, but a major risk-on surge appears unlikely due to forward-looking inflation metrics indicating higher inflation in the coming months.
📍 Goldman Sachs has increased its Bitcoin ETF holdings by 120% in Q4, with a total value of $1.57 billion, and has also boosted its Ethereum exposure to $476.5 million, signaling a shift in institutional investment towards cryptocurrencies.
📍 Brian Quintenz, former CFTC commissioner and current head of crypto policy at a16z, has been selected by President Donald Trump to lead the CFTC, potentially signaling a pivot towards more crypto-friendly oversight of the derivatives market.
