Joining us today is the Head of Research at Coinbase, David Duong, and macro is on the menu.
We’re talking yield curves, election fears, US equities, and if macro economics is even real.
And finally, David walks us through the recession. Is it delayed, is it cancelled, is it already here?
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RESOURCES
David Duong
https://www.linkedin.com/in/david-duong-cfa/
Quarterly Outlook: Crypto Markets in 10 Charts
https://www.coinbase.com/institutional/research-insights
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Chapters:
0:00 Intro
9:38 Is Everything Going Alright?
13:09 Is Macro Economics even Real?
16:43 Government Fiscal Spending
21:44 Election Impact
24:11 US Exceptionalism?
29:14 The Impact of Fiscal Stimulus
38:30 How important is Cash?
45:29 US Equities
52:23 Student Loans
56:39 Recession Talk
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Memestock Mania | ETH Spot ETF Countdown | $25M Hackers Charged | Crypto's Election Impact
Autonomous Worlds | Lattice’s Justin Glibert
“Nothing Stops This Train” | Lyn Alden on Fiscal Dominance
ROLLUP: M2 Money Supply Flipped Bullish | Robinhood Wells Notice | Trump Supports Crypto | Friend.tech Token
Why This Cycle is Cooked | DH + RSA
Bitcoin's 2024 Revolution: L2s & Beyond | Eric Wall
The Battle Between Crypto VCs & Retail Investors | Regan Bozman
ROLLUP: $EIGEN Token Launch | CZ Going to Jail | Stripe Crypto Support | Market Bottom In?
1 Billion Users Onchain | Jesse Pollak of Base
Why ConsenSys is Suing the SEC | Joseph Lubin & Matt Corva
$EIGEN Token Announcement With Sreeram Kannan and Robert Drost
$3 Trillion in Stablecoins by 2030 | Jeremy Allaire, USDC Founder
ROLLUP: CZ to Jail? | Consensys sues SEC | IRS vs. Crypto | USDT in Telegram
Tech Acceleration vs Deceleration: e/acc vs. d/acc debate | Erik Torenberg & Haseeb Qureshi
Anthony Pompliano: Bitcoin, Portfolio for 2024, Institutional Adoption & Crypto Tribalism
ROLLUP: BTC Halving is Here! | Worldcoin's New Chain | China ETF Approvals | Solana Chain Upgrades
Runes: Tokens on Bitcoin | Casey Rodamor
The Unified Architecture of Ethereum | DH + RSA
Is $TIA Modular Money? | Nick White
Your Guide to the Bull Run | Raoul Pal
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