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

Arthur, the founder of DeFiance Capital, posted on the X platform that the current stock market is pricing reality too optimistically, and once market sentiment shifts, the adjustments could be more severe. He believes that this environment may provide performance opportunities for Bitcoin and crypto assets, making them a hedge against sovereign and geopolitical risks amid geopolitical and macro uncertainties.

Arthur stated that the trading strategy of "going long on crypto assets and shorting stocks or high-yield bonds" might be one of the more attractive long-short combinations in the current market. He later 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.