BREAKDOWN: Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

BREAKDOWN: Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Some of the smartest investors in the crypto space share how they think the larger macro context is shaping interest in bitcoin and digital assets. This episode is sponsored by Bitstamp and Ciphertrace. Today on the Brief: New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown Italian Banking Association pushing to test a digital euro U.S. housing has worst month since 2010 Our main conversation: Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage. The discussion included: The evolution of the Fed put and how it shapes the markets How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment Why the Money Printer Go BRR meme was so effective Why the Paul Tudor Jones letter was hugely influential within Family Offices Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come Find our guests online: Ari Paul: @AriDavidPaul Spencer Bogart: @CremeDeLaCrypto David Nage: @DavidJNage Watch the rest of Messari’s Mainnet 2020 sessions. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Episoder(4210)

Elon Musk's Flying Tesla Roadster Unveiling Boosts Tokenized TSLA | CoinDesk Daily

Elon Musk's Flying Tesla Roadster Unveiling Boosts Tokenized TSLA | CoinDesk Daily

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CFTC’s Michael Passalacqua Reveals Plan B for Crypto Regulation After CLARITY Act Stalls

CFTC’s Michael Passalacqua Reveals Plan B for Crypto Regulation After CLARITY Act Stalls

CoinDesk’s The Policy Protocol hosts Rebecca Rettig and Renato Mariotti open on two hot topics: the CFTC’s interim final rule carving casino-style gambling out of the “swap” definition and the OCC’s “...

16 Okt 18min

RealFi Says Its Stablecoin Yield Tops 12% as Ethereum Launch Nears

RealFi Says Its Stablecoin Yield Tops 12% as Ethereum Launch Nears

RealFi Chief Business Officer Seny Orlov joins CoinDesk’s Jennifer Sanasie to break down the protocol’s Cardano mainnet launch, which followed a public testnet with more than 3,000 verified wallets. H...

15 Okt 13min

AI Agents Can Now Book Hotels and Pay With Crypto | Markets Outlook

AI Agents Can Now Book Hotels and Pay With Crypto | Markets Outlook

Juan Otero, CEO of Travala, joins CoinDesk’s Jennifer Sanasie on Markets Outlook to explain how the company’s new AI travel agent lets you book any of 2.2 million hotels in more than 230 countries jus...

15 Okt 12min

Larry Fink Warns Data Center Halt Would Cause Recession | CoinDesk Daily

Larry Fink Warns Data Center Halt Would Cause Recession | CoinDesk Daily

Larry Finks warns the data center halt would lead to a recession. BlackRock CEO Larry Fink says halting the U.S. data center buildout would tip the economy into recession, pointing to the trillions i...

15 Okt 2min

Ripple Gives AI Agents Their Own Crypto Wallets | CoinDesk Daily

Ripple Gives AI Agents Their Own Crypto Wallets | CoinDesk Daily

Ripple brings crypto wallets to AI agents. Ripple is bringing Stripe-owned Privy’s wallet technology to the XRP Ledger, letting apps and AI agents create accounts, hold crypto, and make payments on t...

14 Okt 1min

Samsung Puts Stablecoins on 82M Galaxy Devices; BTC Slides on Hot CPI

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On this episode of CoinDesk’s Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Nick Ducoff, General Manager of Institutional at the Solana Foundation, to unpack Samsung’s mo...

14 Okt 26min

Hackers Hid a Spy Chip in Ledger Wallets to Steal $93M | CoinDesk Daily

Hackers Hid a Spy Chip in Ledger Wallets to Steal $93M | CoinDesk Daily

Ledger says hackers hid spy chips in wallets sold by reseller. Ledger says covert hardware implanted in wallets sold by reseller CryptoBilis read users' recovery phrases off the screen and beamed the...

13 Okt 2min

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