Quinn Thompson (Lekker Capital) on why the Macro matters for Crypto (EP.517)
On The Brink with Castle Island
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Bitcoin Market Analysis and Institutional Involvement
The chapter delves into Bitcoin's correlation with various asset classes, the impact of meme coins on the market cycle, and the current state of market frothiness. Discussions include the concept of a 'super cycle' for Bitcoin, institutional involvement in stabilizing volatility, and the upcoming Bitcoin halving event. Further analysis covers relationship between interest rates, stock market reactions, premium of retail stocks, and trading dynamics in the crypto equities space.
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