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Macro Breakdown: Inflation, Jobs, Rate Cuts & Fed Meeting w/ Kyle Reidhead

Milk Road Macro

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Navigating the Digital Asset Landscape

This chapter explores the importance of adaptability in understanding current economic conditions and macroeconomic trends, particularly in the realm of digital assets. It discusses the impact of recent regulatory changes on institutional investments and the performance of cryptocurrencies like Ethereum and Solana amidst a K-shaped economy. The conversation also emphasizes a strategic approach to capital allocation, recognizing the shift from a broad alt season to a more selective investment environment.

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