KEYTAKEAWAYS
- Dalio: Bitcoin Could Be a Relatively Stable Alternative Currency
- Berachain Co-Founder Admits Token Allocation Issues, VC Holdings Too Heavy
- “Trump Trade” Has Completely Reversed in Just a Few Months
CONTENT
DALIO: BITCOIN COULD BE A RELATIVELY STABLE ALTERNATIVE CURRENCY
Bridgewater founder Ray Dalio recently said that the global monetary system is based on debt. Governments may devalue their currencies through inflation or low-interest policies. Investors should consider whether there is an alternative currency that does not rely on debt and remains relatively stable.
He believes Bitcoin could be one option and may play an important role in the future. However, he emphasized that “money is essentially debt,” and a true alternative currency still needs further exploration.
ANALYSIS
Bitcoin is decentralized and does not rely on national credit. It has strong inflation resistance and a limited supply—only 21 million BTC—preventing the “unlimited money printing” problem. Institutional investors are starting to take Bitcoin’s long-term value more seriously.
BERACHAIN CO-FOUNDER ADMITS TOKEN ALLOCATION ISSUES, VC HOLDINGS TOO HEAVY
Smokey the Bera, an anonymous co-founder of Berachain, admitted in an interview with Un Chained that if they could do it again, they might not have allocated so many tokens to venture capital firms. He acknowledged market concerns about Berachain’s token distribution.
ANALYSIS
Berachain, a Layer 1 blockchain, has gained attention in recent years, but its token distribution has been a major controversy. A high percentage of VC holdings could lead to:
- Weaker decentralization – Large VC ownership may affect governance and decision-making.
- Sell pressure – VCs have exit timelines, and token unlocks may create market pressure.
- Retail investor disadvantage – Early community members receive fewer tokens, potentially reducing ecosystem engagement.
“TRUMP TRADE” HAS COMPLETELY REVERSED IN JUST A FEW MONTHS
Jonas Goltermann, Assistant Chief Market Economist at Capital Economics, wrote last week that many key market trends have stalled or reversed since the U.S. election in November. He added, “In other words, the ‘Trump trade’ narrative that dominated Q4 last year is failing.”
Bitcoin was one of the biggest winners after the election, but it has now lost the most momentum. It first broke $100,000 at the end of last year, but currently trades around $88,000, down about 20% from its mid-January peak of $109,000.
ANALYSIS
Investors are uncertain about how Trump’s policies will actually unfold, including crypto regulations, economic stimulus, and fiscal spending. The “Trump trade” may not be completely over, but market expectations are adjusting. Short-term volatility is likely to continue as investors reassess policy impact and timing.
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