Navigating Through Noise: Tariffs, Treasuries, the Case for Crypto

Summary:

Markets are rarely quiet—and in Q2 2025, the noise is only getting louder. In this exclusive webinar, Canary Capital experts Steven McClurg and Josh Olszewicz break down the current macro landscape, liquidity shifts, and crypto positioning as volatility rises. Whether you're evaluating risk, refining allocations, or preparing for the next rotation, this session provides clear, actionable insights to help you navigate with confidence.

‍

Key Topics

• Macro Shifts & Market Regimes – How Main Street vs. Wall Street dynamics, tariffs, and transitory headwinds are shaping Q2 risk.
• Bitcoin vs. Gold – Analyzing lead-lag correlations, narratives, and why Bitcoin may quietly benefit from global reflation.
• Bond Volatility & Credit Dislocations – What rising credit stress and yield swings signal for traditional and digital assets.
• Crypto Positioning & Technical Setups – Why altcoins are underperforming, and how to approach Q2 through a technical lens.
• Cycle Comparisons & Outlook – Is the macro cycle ending—or just changing? What history and current data are telling us.