As we enter Q2 2025, the crypto market finds itself experiencing some geopolitical headwinds and an incredible amount of uncertainty. In this post, I’ll lay out a macro thesis to interpret where crypto might be headed over the next three months and how to navigate these highly volatile investments. We will analyse global liquidity, central bank policy, inflation trends, and geopolitical risks such as Trump’s tariff negotiations. Let’s zoom out before we zoom in. Spotting macro trends First, w...

As we enter Q2 2025, the crypto market finds itself experiencing some geopolitical headwinds and an incredible amount of uncertainty. In this post, I’ll lay out a macro thesis to interpret where crypto might be headed over the next three months and how to navigate these highly volatile investments. We will analyse global liquidity, central bank policy, inflation trends, and geopolitical risks such as Trump’s tariff negotiations. Let’s zoom out before we zoom in. Spotting macro trends First, w...