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5min chapter
Merge vs. Macro with Travis Kling
Bankless
Is the Merger Going to Happen?
Eath has gone up 50 % in a straight line over the last week or whatever. The market seems to be a de risking the possibility that the merge will not happen. But if you can get some, you know, a path to a slow down in tightening, the biggest upside risk for macro is some kind of credible treaty situation in the ukraine conflict. And i'm not saying it's definitly going to happen, but i think crypto broadly and specifically eith are run tremendously hard towards an end game.
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