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Media

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April 2nd, 2025

Corporate Bitcoin Adoption Rises, but Tariff Risks Demand Caution

  • GameStop raises $1.5 billion to purchase Bitcoin, reinforcing corporate adoption narrative.
  • ETF outflows accelerate, signaling increased institutional risk-off sentiment.
  • Market rebounds weakly, with Bitcoin dominance rising amid uncertainty.

GameStop successfully completed a $1.5 billion convertible senior note offering to fund Bitcoin purchases. The offering was $200 million larger than expected, reflecting strong investor demand. While GameStop's stock price remains stable after last week’s sharp volatility, the company now holds 15% of its market cap in Bitcoin, significantly strengthening its balance sheet. If this move proves successful, it could inspire other companies to follow suit, creating a long-term bullish catalyst for Bitcoin adoption.

Despite growing corporate Bitcoin adoption, institutional investors continue to scale back risk exposure. Bitcoin ETFs saw $158 million in outflows, while Ethereum ETFs recorded $4 million in outflows, extending the negative trend. Notably, this capital rotation coincides with new inflows into gold, as investors hedge against uncertainty surrounding Trump’s upcoming "Liberation Day" announcements.

The broader crypto market is experiencing a weak rebound from its recent lows. Bitcoin, which dipped below $81,500, has climbed back above $84,000, leading a 0.5% increase in digital assets. Bitcoin dominance has risen to 61.8%, in line with our expectations during risk-off periods.

Outlook and Positioning

With heightened uncertainty and major announcements expected later today, technical indicators are mixed, signaling potential volatility ahead. Given the increased risk environment, we maintain a defensive positioning:

  • Low overall exposure to digital assets
  • Overweight Bitcoin – Resilient in macro uncertainty.
  • Neutral Solana – Strong potential but susceptible to volatility.
  • Underweight Ethereum – Continued underperformance with no clear reversal signals.
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