Part 9/15:
The macro environment hints at a transformational year ahead. The Bitcoin halving, combined with anticipated quantitative easing and potential rate cuts, are expected to act as tailwinds. However, regulatory surprises persist—particularly the hacking incident involving the SEC—and the war of narratives continues with traditional assets like gold facing geopolitical pressures from Russia and China.
Recently, Russia and China increased their gold reserves by nearly 12 tons each—a sign of de-dollarization and strategic stockpiling. Some analysts speculate that if these nations decide to allocate even a fraction of their gold holdings into Bitcoin, the resulting capital inflow could dramatically bolster the cryptocurrency's valuation.