Crypto is Macro Now
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AUDIO - Global crypto adoption: some surprising moves
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AUDIO - Global crypto adoption: some surprising moves

also, IBIT options sentiment signals, and some risks in tokenization

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

Today, I take a break from market commentary and share some highlights from the latest Chainalysis Global Crypto Adoption report. I tried to keep it brief, but there are sooooo many interesting takeaways.

I also update on the sentiment signals from the first day of IBIT options trading. And, a nerdy look at some …

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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...