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DeFiance Capital Founder: Trend of Long Crypto Assets, Shorting Stock Trading May Just be Beginning, USDC Supply Returns to Historic Highs
Summary: DeFiance Capital founder Arthur posted on X platform that the stock market is currently over-optimistic in pricing reality, and once market sentiment shifts, adjustments may be more severe. He believes this environment may provide opportunities for Bitcoin and crypto assets to act as hedging tools against sovereign and geopolitical risks amid geopolitical and macro uncertainty. ...
DeFiance Capital founder Arthur posted on X platform that the stock market is currently over-optimistic in pricing reality, and once market sentiment shifts, adjustments may be more severe. He believes this environment may provide opportunities for Bitcoin and crypto assets to act as hedging tools against sovereign and geopolitical risks amid geopolitical and macro uncertainty. Arthur stated that the trading strategy of 'longing crypto assets, shorting stocks or high-yield bonds' may be one of the more attractive long-short combinations in the current market. He added that this trading trend may just be beginning. Additionally, he pointed out that the USDC supply has returned to historic highs after hitting a low point about a month ago, partially explaining the nearly doubled performance of CRCL since its low point.
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Link: DeFiance Capital Founder: Trend of Long Crypto Assets, Shorting Stock Trading May Just be Beginning, USDC Supply Returns to Historic Highs [Copy]
