Join Matt and Simon as they break down the crypto crash that shook markets after U.S. President Donald Trump announced tariffs on Mexico, Canada and China. They share possible scenarios that may unfold from here, major altcoin news, and more.

Key Takeaways

1. U.S. President Donald Trump announced 25% tariffs on Canada and Mexico and 10% tariffs on China. The nature of the announcement took the market by surprise, causing a sell-off across all risk assets, including cryptocurrencies, with altcoins hit particularly hard.
2. Yesterday, Trump agreed to pause tariffs on Canada and Mexico for at least 30 days after constructive conversations, sparking a market correction.
3. Crypto investors should brace for heightened volatility in the short term, as Trump’s unpredictable tariff policy will likely keep dominating the headlines. This is especially relevant for altcoins, which unsurprisingly sold off more heavily than BTC in the last week.
4. Altcoins discussed in this episode include Uniswap (UNI), Raydium (RAY), Sui (SUI) and more.

Timestamps:

00:00 Market Turmoil: The Impact of Trump's Tariffs

08:13 Navigating Uncertainty: Strategies for Crypto Investors

14:51 Ethereum's Future: Upgrades and Market Position

19:58 Emerging Competitors: Solana and Radium's Rise

23:42 Upcoming Press Conference: The Future of Crypto in the US

Matt breaks down why the pro-crypto order signed by U.S. President Donald Trump is such big news and how the DeepSeek AI news is shaping the crypto market. He also covers MicroStrategy’s latest Bitcoin buy, significant altcoin news, and more.

Key Takeaways

1. Bitcoin (BTC) held above $100,000 despite a significant sell-off in stock markets, particularly in the tech sector. We still expect prices to climb a lot higher this year, partially due to the arrival of the first pro-crypto administration in the U.S.
2. U.S. President Donald Trump’s first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.
3. MicroStrategy purchased another 10,107 BTC for $1.1B between January 21 and 26, bringing its holdings to 471,107 BTC. The company is expected to continue accumulating for the foreseeable future.

• We believe Bitcoin (BTC) and the overall crypto market are primed to continue climbing throughout 2025, partially due to the arrival of the first pro-crypto administration in the U.S.
• U.S. President Donald Trump’s first week in office was widely celebrated in the crypto space. It eliminated any uncertainty surrounding whether Trump would deliver on his pro-crypto campaign promises.
• BTC dominance has returned to 59% after having slid to 56% at the start of this month. While we still believe the fabled ‘alt season’ will arrive, we do not expect the upside to be as extreme as prior bull markets.
• For our 2025 outlook, watch the video recording from 38:00. For more, scroll through our content feed for our individual 2025 outlooks on the Member Platform.

Timestamps:
00:00 Intro and disclaimer
04:55 Market overview
42:45 Topic in focus
1:04:00 Live Q&A