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FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days
As markets contemplate what the next 100 days hold in store, we're stoked to have another dose of exclusive insights from FalconX's Head of Research, David Lawant, from his vantage point serving the biggest investors in the world. A small sample of topics you really don't want to miss:
Meet Bitcoin's decoupling from alts, with institutions playing a bigger role via ETF flows
One crucial difference between Bitcoin's 'tariff crash' and historical routs: volumes were 25%-50% lower this time
'Goldification': how BTC's dollar-defensiveness and flattening implied volatility make it more and more of…
The skinny
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