Crypto is Macro Now
Crypto is Macro Now Audio
AUDIO Friday, August 30, 2024
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AUDIO Friday, August 30, 2024

why jobs data now matters more, who owns bitcoin, even more blatant examples of censorship

Hi everyone! I hope you’re all doing well.

Here’s the recording of today’s newsletter, in which I look at why jobs data now matters more than inflation reads and even more than economic growth; at who owns bitcoin; and at a couple of examples of blatant censorship.

(There’s no send (or recording!) on Monday for the US Labor Day break. I hope you all have…

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Crypto is Macro Now
Crypto is Macro Now Audio
The macro influence on crypto, the crypto influence on macro: market narratives, regulatory attitudes, adoption, transformation of markets, tokenization, CBDCs, geopolitics, censorship and more...