Crypto is Macro Now
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AUDIO - Tuesday, Sept 10, 2024
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AUDIO - Tuesday, Sept 10, 2024

Europe's problem, bullying tariffs and what spies are up to

Hi everyone, I hope you’re all well!

In today’s recording, I look at some deeper shifts in privacy, dollar weaponization and public investment. There are only a couple of charts in today’s newsletter, so you’re not missing much - one is of the colossal gap between US and EU venture capital funding, and the other is how foreign holdings of US treasury deb…

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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...