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Bitcoin Is Winning the Macro Game w/ Coinbase Head of Research David Duong

The Milk Road Show

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FTX Repayments and Market Dynamics

This chapter explores the second round of repayments from the FTX estate, detailing the distribution among various claimants and its financial implications. It connects the current geopolitical landscape, including U.S.-China relations and tariffs, to market volatility, particularly regarding Bitcoin and other cryptocurrencies. Additionally, the chapter discusses macroeconomic factors like inflation and anticipated changes by the Federal Reserve that could influence asset prices and market expectations.

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