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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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Evolving Perspectives on Treasuries and Cryptocurrencies

This chapter explores the shifting landscape of U.S. Treasuries and the growing interest in cryptocurrencies like Bitcoin, Ethereum, and Solana as alternative investment options. The discussion focuses on the implications of these changes for institutions and corporate strategies, particularly as the regulatory environment becomes more accommodating. By analyzing market dynamics and historical trends, the chapter reflects on the potential future of crypto assets in the context of U.S. dollars and broader economic shifts.

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