Macro catalysts thread: Trump/Vance, ETH ETFs, rate cuts
Thread352 words
Argues infra innovation won't pump bags short term but macro will: rising odds of a Trump win, JD Vance as VP, ETH ETF launch, September rate cuts and BlackRock's Fink promoting crypto. Mostly links others' posts as evidence.
Key claims
ETH ETFs expected to go live the following Tuesday
Rate cuts in September increasingly certain
There is a lot of exciting innovation happening across all layers of the stack.
That's amazing, but in the short-term it won't pump our bags.
Trump/Vance, rate cuts, ETH ETFs and Larry Fink will.
Quick bull-🧵 on major macro catalysts 👇 t.co/3SauKjbQyv
1/ Politics in the US have a huge impact on global markets and especially crypto.
With an increasingly high chance of Trump winning the November elections we might be in for a wild ride.
x.com/RasterlyRock/status/1812930387833942169
2/ Recently, Donald Trump vowed to end Joe Biden's war on crypto and ensure that the future of crypto and Bitcoin will be made in America.
x.com/MarioNawfal/status/1801775714494005658
3/ That brought him a lot of support from big boys in crypto such as the Winklevoss twins.
x.com/tyler/status/1803872859938549920
4/ However, not everyone is so convinced that Trump's support for crypto sincere.
x.com/WuBlockchain/status/1812165668835598835
5/ But I would argue that faced with this binary choice between Trump and Biden, the former is likely the only real choice if you want anything to improve.
x.com/sirohedge/status/1812177379990929628
6/ Since today, we also know that Trump has chosen JD Vance as his VP.
This guy has quite a promising pro-crypto track record.
x.com/Shaughnessy119/status/1812931026106392770
7/ Vance also holds some $BTC.
Bullish.
x.com/AutismCapital/status/1812932170606125095
8/ Also, even though he just barely survived an assassination attempt, Trump has confirmed attendance & speech at Bitcoin 2024 this month.
Bullish.
x.com/TheBitcoinConf/status/1812518185104547857
9/ But there is more to be excited about for all the bulls out there.
$ETH ETFs are rumoured to go live tomorrow. Huge!
x.com/MikeZaccardi/status/1812853345553404376
10/ And with rate cuts in September increasingly certain, the macro environment for risk-on assets will likely improve quickly soon.
x.com/MikeZaccardi/status/1812853345553404376
11/ To ensure Boomers get the message, we now also have Larry Fink himself shilling crypto.
Max bullish.
x.com/intern/status/1812913014179242165
12/ Now imagine we get all of that (and maybe a few actual applications) on top of all the amazing infra we already have.
This is just the beginning frens.
End of bull post.
EDIT: Wrong link on post #9. Re ETFs I meant to link this below 👇
x.com/tier10k/status/1812930465394811374
FINAL EDIT: Tuesday as in next week, I'm too bullish today kek.
x.com/davidgokhshtein/status/1812935928777687142
2 images on X
What came next · since 15 Jul 2024
Show how the covered asset moved
This market take reads the setup without making a call on the token, so price moves since publication are shown as market context.
Covered, no call
Since then
Zero has written 6 more pieces on $ETH since this one.
- 2025 chain revenue ranking: Solana, Hyperliquid, Tron and EthereumCovers $ETH
- New vs returning wallets across Ethereum, Solana, NEAR, Polygon and SuiCovers $ETH
- ETH rally market structure: funding-dependent liquidity and rented depthCovers $ETH
- ETFs and ETH structural demand: supply math behind the 2.15x absorptionCovers $ETH
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish call in a thesis or market take is tracked; explainers, lists, maps and mentions are neutral context. Not financial advice.