ALFA Partners International

🇺🇸📈 BREAKING: Donald Trump has just announced a 90-day pause on all tariffs, with the exception of China. This has resulted in immediate gains for cryptocurrencies and stock markets as traders FOMO back into markets. This positive news (albeit a temporary alleviation to a still ongoing issue) follows a false 'buy the rumor, sell the news' event where there was a misreported tariff pause just 48 hours ago on Monday, and more disappointing news of USA's hike to 104% China tariffs on Tuesday. Fundamentals remain very hazy and hard to rely upon, outside of the crowd's greed and fear working well as a counter-indicator. In these unprecedented times, the market's over reactive nature to any breaking tariff news is the signal to watch. For the time being, traders who had been buying the dip over the past week have been handsomely rewarded: 📌 Bitcoin has rebounded to $82.6K 📌 Ethereum has rebounded to $1.65K 📌 S&P 500 is +8.1% on the day 📌 Nasdaq is +10.0% on the day

📊 Crypto and equities have had a fairly high correlation to one another ever since Trump's selection as the 47th US President two months ago. Today, however, we're beginning to see Bitcoin surge ahead of the S&P 500 (relative to their normal fluctuations). For most of the past three years, we have seen cryptocurrency's reputation take on more of a "high leveraged tech stock" reputation in much of the community's eyes. However, there are signs in early 2025 that BTC may break away from normal world stock market fluctuations. Historically, crypto markets have thrived and seen their most prominent bull markets when there is little to no correlation with equities. If Bitcoin and altcoins are able to thrive without reliance on the S&P 500 here in January, this would be a strong signal that probabilities of new all-time highs are likely. 💪