Wall Street Fund Managers Look at Returns and Risk Control, Perspectives on Bitcoin and Ethereum

In communication with fund managers from New York, who previously worked at Tiger Fund, they feel lost due to Trump's actions. Two weeks ago, they had only a 10% position, and now it's back to 50%. It seems like the previous red lights have turned green... During turbulent times, they believe returns and risk control come from asset allocation...

They mostly trade Bitcoin, having bought a lot during the 75,000-80,000 range, but recently sold some (which represents why Bitcoin has such difficulty breaking new highs). He is relatively conservative and feels skeptical about Ethereum, even though it has rebounded to 2500 (is this the opportunity?). He remains optimistic about the cryptocurrency market in the second half of the year, but it won’t be a smooth ride; it will be bumpy with ups and downs, and he advises to fasten the seat belt.

As for interest rate cuts, he guesses there will be only one, at most two.

Let's catch up again at the end of June.