Crypto is Macro Now

Crypto is Macro Now

Home
Podcast
Notes
Chat
Archive
Leaderboard
About
Why the tariff chaos matters for crypto
plus: Switzerland, developers, privacy, BTC and Fed governors
 • 
Noelle Acheson
Permissioned stablecoins: why?
plus: Japan, stagflation, markets, IPOs, staking and more
 • 
Noelle Acheson
Hong Kong’s stablecoin geopolitics
plus: market narratives, factory output and more
 • 
Noelle Acheson
NFPs: the drama and the overreaction
plus: what's ahead this week, market reactions, and more
 • 
Noelle Acheson
WEEKLY - the biggest week for crypto
plus: assorted links, weekend viewing and more
 • 
Noelle Acheson
Project Crypto: Even more than expected
plus: market jitters, catalysts, VIX, tariffs, PCE, jobs
 • 
Noelle Acheson

July 2025

No, CBDCs aren’t “stabilizing forces”
plus: crypto regulation, GDP, tariff frenzy and more
 • 
Noelle Acheson
Big crypto market structure changes and why they matter
plus: FOMC cohesion, US jobs, GDP and more
 • 
Noelle Acheson
The tokenization pushback
plus: the empty EU DLT pilot, trade theatre, BTC, DXY and more
 • 
Noelle Acheson
The EU deal: the end of the beginning, or the beginning of the end?
plus: negotiations, Fed, BTC, geopolitics, inflation and more
 • 
Noelle Acheson
WEEKLY - tokenization, CBDCs
plus: assorted links, acapella bass and more
 • 
Noelle Acheson
Institutional tokenization with a twist
plus: crypto lending, the Fed, complacency, correlations and more
 • 
Noelle Acheson
© 2025 Noelle Acheson
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture