
Jurrien Timmer Explains Why Crypto Is Macro
Raoul Pal: Real Vision
00:00
Cryptocurrency Markets
The staking process could be used to set a bench mark rate for yield in the web three industry per sas, which we can then monitor risk. It feels that eath yield is going to be a big thing, caus you make the one asse allication decision: i want to get exposure to web three. But eath now has a yield, which makes it a lot easier. And it's going t different pricing structures for us to think about. How are you thinking through all this? I thinki a very big deal. Probably very underestimated. People only think of it the supply terms. If we can start valuing etherium through a cash flor model, like
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