Is The Iran Energy Shock About To Break Markets? | Weekly Roundup
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What happens at the end of global growth cycles? You have global geopolitical conflicts. Generally, I fade a lot of these geopolitical things, but this one feels like the culmination of, I don't know, forty years of geopolitical decisions that are all coming to a head.
All supply shocks start like this, but the question is how long does the disruption last? It's not, I don't think, prudent to say, Oh, S and P isn't down massively, so the war isn't a big deal, or it can be done in a week, because I think there's a lot more at play.
Feels like the market is still not fully there in terms of accepting how long this crisis is going to go on. Before we get started, a quick reminder that BlockWorks' premier institutional conference, the Digital Asset Summit, is returning to New York City this March. This year represents more than $4,200,000,000,000 in assets under management with a 150 speakers and 750 institutions attending. Speakers include SEC Chair Paul Atkins, CFTC Chair Michael Selig, Fed Governor Stephen Moran, and Tether CEO Paolo Ardonio, alongside countless other executives, asset managers, regulators, and core cryp
Feels like Friday. My tiredness levels indicate such as well, so, you know, it's been a big week then.
Yeah. It reminds me of, like, April Liberation Day, all night Friday, that roundup we recorded, and both of us, we were just I don't I I don't think you're in it, Tyler. Maybe that was I forget when. But I just remember both of our eyes. Like, our bags were just we looked zapped. I feel like that today too. Totally
feel like that. Yeah. Quinn's Hispanic haircut's coming in quite nicely.
Yeah, bro.
Oh, yeah. The flow is
I see. I'm looking. You can't even see it anymore.
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