Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Today on the Brief:

• New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown
• Italian Banking Association pushing to test a digital euro
• U.S. housing has worst month since 2010

Our main conversation:

Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage. 

The discussion included:

• The evolution of the Fed put and how it shapes the markets 
• How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment
• Why the “Money Printer Go BRR” meme was so effective
• Why the Paul Tudor Jones letter was hugely influential within family offices
• Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come 

Find our guests online:

Ari Paul: @AriDavidPaul

Spencer Bogart: @CremeDeLaCrypto

David Nage: @DavidJNage

Watch the rest of Messari’s Mainnet 2020 sessions.