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Posted: 2025-05-12 15:06:32 UTC
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
This article contains some claims that remain unverified. While much of the content may be accurate, exercise care when relying on this information.
Status
Last Updated
2025-05-12 15:10:31 UTC
Verified By
Rollup News
The author discusses the current state of the crypto market, highlighting the divided sentiment and potential for both exit liquidity and the start of a new altseason. They analyze macro factors like trade wars, inflation, and institutional adoption, and share their current portfolio allocation strategy.
Market sentiment is divided, with potential for both exit liquidity and a new altseason.
BTC is now a macro asset tied to interest rates and institutional flows.
Macro factors like trade wars, inflation, and global liquidity are driving the market.
Institutional flows are picking up, especially for ETH.
Portfolio allocation strategy includes BTC/ETH, SOL, mid-caps, and small caps.
Divided market sentiment
Uncertainty due to geopolitical tensions
Potential for renewed trade war pressure
Volatility around FOMC meetings