Fundstrat's Sean Farrell Flags Treasury Shift As 'Explosive Catalyst' For Bitcoin As DeFi Tokens Outpace It
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Fundstrat’s Sean Farrell sees a potential shift in U.S. Treasury demand as an “explosive catalyst” for Bitcoin, arguing it could strengthen the case for alternative stores of value. The outlook comes as DeFi tokens have recently outperformed Bitcoin, underscoring that near-term market momentum remains uneven. The key implication is that changing macro conditions may support Bitcoin over time, but do not guarantee it will lead the current crypto rally.
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