Matt Hougan (Bitwise) on Crypto Market Narratives and the Launch of BITC (EP.410)
On The Brink with Castle Island
Bitcoin's Response to the Fed's Rate Raising Regime
If you view Bitcoin as a liquidity gauge, it would tell you that the Fed is going to have to cut rates here. I think we're in a new full cycle for crypto and will last for multiple years. That's going to help assets like Bitcoin. It's also pricing in some of this existential risk around the banking sector with people looking at alternatives.
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