Ben Simpson (YouTube) gives a short market-focused crypto update presenting three near-term catalysts he believes will drive a crypto/risk-on rally: (1) improving China–US trade negotiations (cites recent tariff context), (2) the end of quantitative tightening per JPMorgan implying more liquidity, and (3) a historical ~100–180 day lag between gold peaks and subsequent Bitcoin rallies. He advises building Bitcoin allocation and choosing liquid, high-performing crypto assets while many altcoins lag.
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Massive news for crypto overnight. I want to share with you this update that's just occurred that I believe is going to be a big game changer that we've been looking out for for crypto, plus two other catalysts that you need to be saying, paying attention to because this is the thing that's going to allow you to stay ahead of everyone else. This is where everyone's fearful, everyone's panicking. You listen to everyone online. This is rubbish. We've been very, very clear on a few different catalysts to keep things very simple to cut through the noise. Number one, last night, China and the US are now pushing forward and progressing on their trade war negotiations. Just a few days ago, Trump had announced 155% tariff on China that is now progressing hugely positive. The market's pumping this morning. Number two is that quantitative tightening, as I mentioned the other day, is coming to an end based on JP Morgan's update. Massive for crypto and risk on assets. I mean, there's gonna be more liquidity for people to be able to enter the market. And number three is if you look at the correlation between bitcoin and gold, it usually lags about 180 day. 100 to 180 day period. And the chart is beautiful. Gold. Every time gold has peaked, bitcoin has lagged by 180 days directly following gold. Gold has been on a massive run in the last few months and we believe bitcoin is starting that. Ral, these are three things you need to cut through. This is where now the allocation is super important to build your bitcoin allocation to accumulate. And now these assets that we've been talking about have performed extremely well. Hyper liquid that I mentioned off the back of that is up 120% since we shared just a few months ago, while the remainder of the altcoin market is down 25% on average. All right, you need to be an outperformance. Most the old coins are not performing this cycle, guys. You need to be the right assets and following bitcoin trajectory, make sure you are prepared. This cycle is different, but cut through the noise and you can win.