"Risk means more things can happen than will happen." – Elroy Dimson ||
Hi everyone, I hope you’re all doing well!
So, my Bloomberg appearance yesterday did not go well – my audio failed, on many levels 😭😭😭. No idea if it was the mic or the connection, but I’m looking into an entirely new tech setup.
Especially because, drumroll… I’m bringing back the audio!!! I had to suspend it because of other commitments and time squeezes and tech frustration - but, a few of you have asked when is it coming back, so here we are. I need to get better at the tech side (and figure out why the audio sometimes glitches) - but, with practice, I will.
If you find Crypto is Macro Now useful or informative, would you mind sharing it with your friends and colleagues, and maybe encouraging them to subscribe? ❤ I’d really appreciate it!
IN THIS NEWSLETTER:
ETH ETFs day one was phenomenal
Lightning and Bitcoin stablecoins
Superstate’s innovation
If you’re not a subscriber to the premium daily, I hope you’ll consider becoming one! You’ll get unique content, interesting links and my eternal gratitude - and there’s a free trial!
WHAT I’M WATCHING:
ETH ETFs day one was phenomenal
Well, that was surprising. The ETH spot ETFs did much better on their first day of trading than I expected, and while at first I was not hugely bullish on the product (relative to market consensus at the time), I do believe that ETH recently has been underpricing the potential.
Here’s the updated table from Bloomberg analyst James Seyffart:
(table via @JSeyff)
Keep reading with a 7-day free trial
Subscribe to Crypto is Macro Now to keep reading this post and get 7 days of free access to the full post archives.