Bits + Bips: Why Bitcoin Is a Leveraged Bet on Global Liquidity - Ep. 710
Episode publishedPodcast: UnchainedUnchained
Transcript preview
Preview only
The central banks are the only game in town, and then monetary inflation fuels asset price inflation. And so understanding that dynamic is really critical for investors to navigate the markets and manage risk, where we are in the liquidity cycle, how different assets respond to those changes in liquidity. And, you know, Bitcoin's just a really useful macroeconomic barometer, you know, even if you're not gonna, like, invest in it, but you should probably keep an eye on it. Hi,
everyone. Welcome to Bits and Bips, exploring how crypto and macro collide one basis point at a time. I'm your host, James Safer, tradfi archmaester, lord of Bloomberg's end. Here with Joe McCann, lord commander of asymmetric and master of bank. Alongside Alex Kruger, Kruger, macro of house Asgard, protector of the realm. We're here to discuss the latest stories in the worlds of crypto and macro news. Just remember that nothing we say here is investment advice. Please check unchainedcrypto.com/bitsandbits for more disclosures. Also joining us today is Sam Callahan, current free agent analyst a
Today's episode is brought to you by Gemini, a US based crypto exchange built for new and advanced traders. Gemini is offering new customers $15 in BTC when they trade. Sign up today to earn your Bitcoin. If you're envisioning ways to make an impact on transforming global systems through blockchain, the Stellar Meridian 2024 conference is for you. Get $50 off your ticket now at meridian.steller dotorg by using the code unchainedpod. Sam,
before we get into this, why don't you, give a little background on on who you are and and we'll we'll get into the show. Yeah.
First off, thanks for having me on, guys. Big fan of the show. Joe, Alex, it's nice to meet you. James, good to see you again. Yes. I've been in the space, I've been kinda closely following Bitcoin, since early 2017. I've been writing content across social media, blog posts, that kind of thing for a couple years, and then I went more, you know, professional, became a Bitcoin analyst, and then the lead analyst at Swan Bitcoin. Recently I've been doing more contract work, just released a report with Lynn Alden. I'm also an advisor for multiple companies throughout the space. And, yeah, just, you
Awesome. Before we get, we're definitely gonna talk about that report, that you did with Lynn. That's the primary reason that I thought you'd be a perfect analyst for today. Also, I'm a little sick today, so I apologize to anyone listening that you I sound nasally. I I did the best I could to to correct that. But before we get anything, Joe, Alex, you guys were just over in Asia. You were at token 20 40 49. You were at Solana Breakpoint. Let's, let's get into the rundown of what happened there. Anything of what was of most interest? Let's let's get into it.
Yeah. I think that the most interesting thing for me was the, divergence between sentiment behind the screens and, in chat rooms, and the sentiment or in C2 in in in the conferences, right, in both both breakpoint and 2049. It's, especially in the summertime sentiment actually reflected very well, the downward stop and especially price action in altcoins has been it was it's been really, really bad until recently. And you wouldn't believe that that's the case if you're not behind the screens and not basically chatting with people throughout the summer and go to Singapore and basically see and
Yeah, I mean, from my perspective, I think there were a handful of things that really stood out. First, TOGIN 2049's exhibitor exhibition floor. I mean, this might just be my own filter, bu
Keep exploring with a free account.
A free account preserves the short preview. Upgrade to Pro for the full transcript and episode chat.