Macro Sunday #38 - MELT UP! Special guest: Mads Eberhardt
Macro Mondays
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Market Analysis: Strategies for Cryptocurrency Investment Amid Global Geopolitical Shifts
The chapter provides insights on adjusting investment portfolios towards pro-cyclical assets based on business outlook improvements in France and the U.S. It highlights the geopolitical dynamics between Russia and Ukraine, discussing the strategic dilemmas faced by the West and potential shifts in support. Additionally, the discussion explores trends in the cryptocurrency market, focusing on the scalability approaches of Ethereum and Solana, as well as the criteria for including cryptocurrencies in investment portfolios relative to Bitcoin.
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