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Crypto Resilience in Times of Stress

Publicerad

2 månader sedan

den

6 maj, 2025

Redaktionen

The recent spike in market volatility following “Liberation Day” trade tariffs once again highlighted crypto’s unique performance profile. Despite an initial selloff, the Nasdaq Crypto Index™ (NCI™) rebounded sharply — up +8% over 30 days — while equities struggled. This follows similar patterns seen during the US banking crisis (Mar. ‘23) and the yen carry trade unwind (Aug. 24) — with crypto consistently outperforming traditional assets over 30-day windows.

1-Day Impact vs. 30-Day Performance across NCI™, S&P 500, and Gold :

April CIO Note – Crypto’s Current One-Two Punch: Bitcoin and Stablecoins

In his latest market commentary, our CIO Samir Kerbage explores the evolving investment thesis behind the two dominant crypto narratives today:

Bitcoin as Digital Gold

Increasingly behaving like a macro hedge and store of value, Bitcoin is gaining credibility in institutional portfolios—backed by on-chain data, long-term holders, and ETF-led access.

Stablecoins & Smart Contracts Infrastructure

With over $3T in annual volume, stablecoins like USDC and USDT are fueling real economic activity. Ethereum, Solana, and others are becoming core infrastructure layers for tokenization, payments, and financial innovation.

Together, these forces are accelerating the mainstream integration of crypto assets into the global economy.

Read the full article: Crypto’s current one-two punch: Bitcoin and stablecoins
Also read Samir’s interesting article published in April: Can Crypto Outperform Amidst the Current Market Turmoil?