Alden dey see say Bitcoin and hard assets go perform well pass for 2025
Investment strategist Lynn Alden dey warn sey US economy dey enter slow-growth “rangebound malaise”. She predict sey broad equity indices go struggle. But she highlight sector-specific opportunities. Her three-pillar strategy include high-quality global equities, hard assets (Bitcoin, gold, commodities), and cash equivalents. Bitcoin na her top conviction. She see Bitcoin for mid-cycle in one bullish trend. This trend dey driven by fiscal dominance and rising institutional adoption. Alden also note sey tariffs dey act as hidden taxes, dey restrain US growth. She expect future Fed leaders go lean dovish, dey lower rates but no mortgage costs. For this context, she value scarce assets. She remain more bullish on Bitcoin pass on the mature gold market. Traders suppose watch digital assets and commodity equities. This playbook dey offer guidance for navigate 2025 market under slow-growth conditions.
Bullish
Lynn Alden tok say Bitcoin be top-conviction play an position for hard assets show say she get bullish outlook for cryptocurrencies. Her tok say U.S. dey enter slow-growth, rangebound phase, plus dem dey expect Fed to dey dovish, usually mean say risk assets like Bitcoin go dey supported. Historically, Fed rate cut dem and fiscal dominance don happen wen crypto rallies dey, like for 2020-21 after COVID recovery. Short-term, positive talk from big strategist fit boost trader confidence plus volume. Long-term, institutional adoption and structural demand for scarce digital assets dey hold up steady bullish momentum. Traders fit put more money for Bitcoin and related commodities, expect say price go increase with low rates and continued fiscal support.