Matt and Simon discuss the crypto rally and whether it can be sustained. In doing so, they touch on the tariff war and various macro factors they are monitoring to help them with their investment decisions.

Key Takeaways

• The crypto market continued climbing last week, with varied performance across major altcoins such as ETH (-3%) and SOL (+7%).
• Gold hit fresh record highs for the 55th time in the past year, while the U.S. dollar weakened to a three-year low.
• Short term, news surrounding tariff negotiations will likely keep to drive markets and investor sentiment.
• Ethereum creator Vitalik Buterin proposed a major upgrade that would “greatly improve the efficiency of the Ethereum execution layer.”
• Activity on Solana has rebounded along with SOL’s price, with real economic value (REV) hitting its highest level since February 21.