NFA Live! Bitcoin in 2025

Introduction to NFA Live

NFA Live is a weekly show that airs every Thursday, featuring discussions on cryptocurrency and the crypto market. The show is hosted by Ben, with guests Rob from Digital Asset News and Guy from Coin Bureau.

Expectations from Trump's Presidency

The discussion begins with the upcoming inauguration of Donald Trump as the President of the United States and its potential impact on the Cryptoverse. Rob mentions that Trump's presidency could be bullish for Bitcoin, given his pro-Bitcoin stance and the people he surrounds himself with. Guy cautions that while the outlook is positive, it's essential to wait and see how Trump follows through on his promises.

Bitcoin's Reaction to Macro Events

The conversation shifts to Bitcoin's reaction to macro events, such as CPI prints and labor market reports. Rob believes that while these events can impact Bitcoin's price, they are not the primary drivers of its value. Guy agrees, stating that Bitcoin's correlation with global liquidity is more significant.

XRP's Rally

The topic of XRP's recent rally is discussed, with Guy attributing it to a combination of factors, including its strong community, partnerships, and the potential for it to disrupt traditional payment systems. Rob mentions that he sold most of his XRP but is happy for those who held on.

Cryptoverse Theme Song

The conversation takes a lighthearted turn, with Guy suggesting three potential theme songs for the Cryptoverse: "Hotel California" by the Eagles, "I Can't Get No Satisfaction" by the Rolling Stones, and "Heaven Knows I'm Miserable Now" by The Smiths. Rob suggests "Big D Energy" by Latto and "Everything is Awesome" from The Lego Movie.

Retail Interest in Crypto

The discussion touches on the lack of retail interest in crypto, despite the bullish news. Guy believes that retail investors may be waiting for a true alt-season or are discouraged by the complexity of the ecosystem. Rob thinks that the community's emotional state and the need for a plan are crucial in navigating the crypto market.

Fidelity, BlackRock, and Tokenization

The topic of Fidelity, BlackRock, and Franklin Templeton tokenizing traditional assets is discussed. Guy is skeptical about whether these companies will use public blockchains or private permission chains for tokenization.

Conclusion

The show concludes with a discussion on the potential for Bitcoin to reach $100,000 and the importance of having a plan in the crypto market. The hosts thank their audience and announce the next episode, which will be on Rob's channel.