cryptotrends2024

It will be "really hard to make money" in stocks over the next decade, said the billionaire investor, noting that the S&P 500's valuation reminds him of the 2000 dot-com bubble.
Jones framed bitcoin’s appeal through the lens of past market cycles. During periods of aggressive monetary and fiscal stimulus, such as after the March 2020 pandemic crash, he said inflation trades tend to emerge as central banks inject liquidity into the system.
When you saw all the interventions… you just knew that the inflation trades were going to take off," he said, adding that bitcoin was the most compelling opportunity at the time.
His bullish view on bitcoin contrasts with a more cautious stance on equities. Jones warned that stock markets are stretched, with valuations that historically point to weak future returns.
At the same time, a wave of upcoming initial public offerings — such as SpaceX and artificial intelligence firms like OpenAI and Anthropic — and reduced share buybacks could increase equity supply, putting additional pressure on prices
If you buy the S&P at this current valuation, the 10-year forward returns [are] negative," he said. "It’s going to be really hard to make money from here."
While he stopped short of calling the current environment a full-blown bubble, he noted that the ratio of U.S. stock market capitalization to GDP remains near historic extremes, echoing levels seen before major downturns such as the dotcom bubble.
In 1929 we were, I think at the top, at 65% [stock market capitalization to GDP] and then in '87 we got to about 85%-90%, in 2000 we got 270%," he noted.
And now we're at 252%, so you can just imagine," he said. "We're clearly so leveraged in equities in this country."
Because of that, a major stock market correction may have broader ramifications on the economy, government budget deficit and the bond market, according to Jones.
10% of our tax revenues are capital gains. They go to zero," he said. "So you can see the budget deficit blowing up. You see the bond market getting smoked."
You can see this kind of negative self-reinforcing effect," he concluded. "It's troubling."
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Bitcoin is sitting almost still while the rest of the majors give back gains and oil pushes above $111 on reports of an extended U.S. naval blockade against Iran.
Iran has said the country is in a "State of Collapse," Trump claimed on Truth Social Tuesday, while Tehran has signaled it may accept an interim deal to reopen the strait if Washington lifts its blockade of Iranian ports.
Bitcoin's market dominance is slowly climbing again as a result, which is what tends to happen when macro stress arrives and capital rotates into the largest asset.
Ether dropped 2.6% on the week to $2,310. XRP fell 3.8% to $1.39. Solana lost 3.2% to $84.57. BNB shed 2.3% to $625. The exception was dogecoin, up 5.5% on the week to $0.1016, the only top-10 token outside stablecoins to print green over seven days.
The supply overhang has finally dried up, and the sellers who were spooked by macro shifts or quantum fears have already exited, leaving the market much thinner on the sell-side than it was just a few months ago," he said to CoinDesk over email.
Zaheer Ebtikar, founder of Split Research, said in a note that bitcoin's relative calm was indicative of a change in market strucute.
The technical levels are sharper. Analysts at Bitget flagged $75,000 as the line where the upward range that has held since late March breaks, with a clean loss potentially opening room for further downside.
Bitcoin is far less sensitive to regulatory noise or central bank policy than people think. Its sensitivity is purely a function of wider volatility, and since we're currently in a quieter trading range, there's no immediate rush for the exits," Ebtikar added.
The Fed announces its rate decision later on Wednesday, the ECB follows Thursday, and the U.S. equity market sold off Tuesday on growing skepticism about the payoff from artificial intelligence capital expenditure, with Nasdaq 100 futures clawing back 0.4% in Asian hours.
A reversal back toward $80,000 from current levels keeps the rally structure intact and sets up a retest of the resistance that has rejected bitcoin every attempt since February.
Brent crude whipsawed between gains and losses but stayed elevated near $111 on the blockade reporting, putting renewed pressure on inflation expectations heading into the central bank decisions.
Traders may watch whether bitcoin's apparent supply exhaustion holds against the next macro shock. If Ebtikar's read is correct, the seller base that capitulated through March and April is gone, and bitcoin trades on volatility rather than headlines until something forces a fresh leg of selling. If the read is wrong, $75,000 gets tested quickly and the range break Bitget flagged plays out as drawn.
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Canada's Liberal government calls machines a “primary method” for scams as data and law enforcement link them to rising losses
To protect Canadians by shutting down a primary method for scammers to defraud victims, and for criminals to place their cash proceeds of crime," the government said, it plans to prohibit the machines entirely.
A crypto ATM (automated teller machine) may sound similar to a traditional cash machine that dispenses money from your bank account, but it works very differently. Instead of withdrawing cash, these machines let users convert physical cash into cryptocurrencies like bitcoin, which can then be sent to a digital wallet anywhere in the world, while bypassing traditional banking channels. That’s where the money-laundering risk comes in.
The proposal follows mounting concerns from law enforcement and regulators that crypto ATMs have become central to fraud schemes.
A 2023 internal analysis by Canada's financial intelligence agency, FINTRAC, found that bitcoin ATMs are likely to remain "the primary method" fraudsters use to collect and launder funds from victims.
Canadian lawmakers are debating banning crypto as a payment method for electoral donations, citing concerns about the anonymity of fund transfers.
Canada was home to the first bitcoin ATM, installed in a downtown Vancouver coffee shop in 2013.
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Adam Back, CEO of Blockstream and one of Bitcoin's earliest contributors, just said something every crypto investor needs to hear.
When Morgan Stanley joined the US spot Bitcoin ETF market, a lot of people thought the bull run was finally here. Adam Back says slow down.
Institutions move slowly. BlackRock has recommended that investors put 2–4% of their portfolios into Bitcoin. But most fund managers haven't actually done it yet. They will just not overnight. Back says this process could take 12 to 18 months to fully play out.

ETFs are the real game changer even bigger than a pro-crypto government. Why? Because when BlackRock, Fidelity and Morgan Stanley have their own money tied to Bitcoin ETFs, they become powerful supporters of crypto no matter who is in power politically.
The halving cycle still matters. If people expect the price to drop, they sell and the price actually drops. It becomes a self-fulfilling prophecy. But once institutions start showing consistent buying, that mindset shifts.

Strategy (formerly MicroStrategy) keeps buying more Bitcoin using its financial products. Back believes these steady, recurring buyers will eventually overpower the sellers in the market.
The bottom line: The institutional wave is real it's just slower than most people expect. Don't get impatient. The long-term case for Bitcoin is stronger than ever. Just give it time. ⏳🚀

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