It’s not just traditional assets that look strong. The crypto space supported by President Trump and Co. has remained resilient in the last few weeks, with another move to fresh looking likely over the coming months—a good read through for stocks. We don’t invest in Bitcoin at MM, but as we’ve said before, it’s not a market we would sell with the Trump family so heavily invested in the asset class.
- We can see Bitcoin posting fresh highs this quarter as risk appetite remains strong.
MM is cautiously bullish towards Bitcoin in the short term
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