A newly approved US crypto tax framework reduces regulatory ambiguity and encourages institutional entry. Clear compliance rules lower operational risk and enable asset managers to allocate more confidently. The improved regulatory environment enhances market depth and long-term adoption potential.
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policy-driven sell-offs highlight crypto’s equity correlation. Gold and short-dated Treasuries hedge effectively—they rise as risk assets fall. Portfolio mix: 15% gold, 10% T-bills, 5% USD. This offsets crypto losses without diluting long-term returns, better than pure stablecoins.
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Corporate Bitcoin purchases dropping 76% (Jul-Sep) erodes demand support. Firms, key price anchors, stepping back reduces the "floor" for BTC. Without their buying, prices are more vulnerable to sell-offs. Support levels weaken, making rebounds less sustainable. The market may rely on retail or institutional buyers to fill the demand gap.
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