How Do You Time Altcoin Season Based on Macro? w/ Andreas Steno Larsen
The Milk Road Show
Intro
This chapter features a discussion with a macro expert on the role of liquidity in the crypto market and its influence on risk assets. The hosts also explore the potential for an altcoin season in light of current macroeconomic conditions and offer resources for further learning.
While retail sentiment wallows in the depths of despair after the $TRUMP debacle and other memecoin crashes, institutional investors are rubbing their hands together in anticipation. What do they know that you don't? Today on The Milk Road Show, we sit with Andreas Steno Larsen, CIO at Steno Global Macro Fund and CEO at Steno Research. He reveals why focusing solely on the Treasury's actions is a rookie mistake and shines a light on two other powerful forces driving liquidity into the market.
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📚 Helpful Resources 📚
🥛 PRO | How to check the market’s pulse 🩺
https://themilkroad.beehiiv.com/p/how-to-check-the-market-s-pulse
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🎙 GUEST INFO 🎙
Andreas Steno Larsen:https://x.com/AndreasSteno
Steno Global Macro Fund:https://www.stenoglobalmacro.com/
Real Vision:https://www.youtube.com/@RealVisionFinance
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⏱ TIME POINTS ⏱
00:00 - Intro
01:40 - How is money created in the economy?
05:29 - What upcoming catalysts could bring liquidity?
08:29 - Is the upcoming liquidity significant?
11:44 - When can we expect liquidity?
16:28 - Should we expect liquidity from the public system?
19:44 - Should we worry about tariffs?
20:59 - Other bullish macro factors
23:50 - How do you time altcoin season based on macro?
27:52 - Andreas's thesis for 2025
📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. Viewers should consult with a qualified financial professional before making any investment decisions.
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