Wall Street builds the crypto highway while traders flee Bitcoin — long Visa and
Thesis
Bitcoin spot ETFs just saw their worst month on record with $4 billion in outflows, but meanwhile, Visa and Mastercard are jointly launching a new global stablecoin. At the exact same time, BlackRock is pushing deeper into decentralized finance with a new Ethena integration. While speculative crypto assets are selling off, the underlying plumbing of digital payments is being aggressively built out by the largest financial institutions in the world. This divergence creates a compelling opportunity to go long the payment networks that are positioning themselves to dominate the digital currency space, insulated from the direct volatility of Bitcoin itself.
Strategy approach
Build a rule-based strategy that enters long V and MA on D1 when Bitcoin (BTCUSD) drops >5% over the prior 7 days (signaling crypto market panic) while V or MA closes up on the day. Hold for 30 days with a 4% trailing stop.