According to Cointelegraph, Bitcoin has recently risen to $100,000, and traditional finance's acceptance of the Ethereum network is also increasing. Analysts are concerned about the impact of macroeconomics and geopolitics on the bull market.
In Episode 46 of the Cointelegraph Podcast, Brian Russ, Chief Investment Officer of 1971 Capital, discussed events affecting the crypto and stock markets. Trump won the 2024 election and is expected to promote crypto-friendly laws. Russ said that if the deficit widens and inflation rises, the attractiveness of bonds will decrease, and investors may turn to physical assets such as precious metals and Bitcoin. Regarding the 60/40 portfolio, Russ pointed out that investors are looking for alternatives, possibly reducing the proportion of bonds and increasing the allocation of gold, silver and Bitcoin.
