Join Guy and Nic as the TACO trade goes from market savior to market trap. After Trump's ceasefire hints sparked a $1.7 trillion rally, Iran pushed back hard, Houthis entered the chat threatening the Bab-al-Mandab strait, and Bitcoin slid below $68k to cap off its worst quarter in years, all while sitting on the edge of a record monthly close.
They'll break down the TACO trade and why it's breaking with Iran, the bond market's growing grip on policy, the CLARITY Act's collapsing odds after stablecoin yield restrictions gutted industry support, David Sacks stepping down as crypto czar, Circle's record stock crash, Strategy's new $42B raise, NYSE partnering with Securitize for tokenized RWAs, Morgan Stanley's new Bitcoin ETF, Coinbase launching crypto-backed mortgages, and ICE dropping $600M into Polymarket. Louis joins from Dubai with the TA. Drop your sentiment in the chat and let's smash 1K likes!
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π Disclaimer π
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial, legal, or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
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