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As Bitcoin Awaits Halving, Its Fate Ties to the Stock Market

EXCLUSIVE - Yesterday Bitcoin fell down the stairs and went very briefly to $61.5K, which is just shy of our first alert line.

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4 comments

4 Comments


CY
Apr 25

Hi Vincent, saw this interesting post. What do you think of it? https://x.com/Giovann35084111/status/1783265060754014510

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D
Apr 17

Hey Vincent, the latest text mentioned WU bought with 30% of available cash. Wondering how what percentage of the portfolio is still cash waiting in case of lower prices? Does WU for bitcoin ever go 100% all in with 0% of the port in cash?

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alphazs
Apr 17
Replying to

I'm also wondering whether the SP500 and Bitcoin portfolios are treated as 2 separate portfolios or whether they are part of the same portfolio. Thanks!

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As always, great analysis!

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