DeFiance Capital founder: The trend of going long on crypto assets and shorting stocks may have just begun, and the supply of USDC has returned to historical highs

DeFiance Capital founder Arthur posted on the X platform, stating that the current stock market pricing is overly optimistic regarding the real situation. Once market sentiment shifts, the adjustments may be more severe. He believes that this environment may provide performance opportunities for btc-42">Bitcoin and crypto assets, making them a hedge against sovereign and geopolitical risks in the context of geopolitical and macro uncertainty.

Arthur stated that the trading strategy of "going long on crypto assets and shorting stocks or high-yield bonds" may be one of the more attractive long-short combinations in the current market. He then added that this trading trend may just be the beginning. Additionally, he pointed out that the supply of USDC has rebounded to a historical high after bottoming out about a month ago, which may partially explain the nearly doubling performance of CRCL since its stage low.