Crypto is Macro Now
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AUDIO - Friday, Sept 13, 2024
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AUDIO - Friday, Sept 13, 2024

what's going on with gold and rates expectations?

Hi all, and happy Friday 13th! Be careful out there today…

In this recording, I adapt what I wrote about this morning - the three main factors behind gold’s surge, and why BTC is not joining in. I also include some new information I came across since hitting “publish” earlier. Some of what I wrote I had to leave out ‘cos, you know, charts are awkward to …

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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...