Deconstructing Macro Narratives About Inflation, Bonds, and Bitcoin | Huw Roberts, Quant Insight
Forward Guidance
00:00
Bitcoin: A Better Inflation Hedge
The Quant Insight model for crypto is looking at things exclusively via the macro lens, as opposed to some of the more technical aspects you'll call them. The current pattern points to Bitcoin being a better inflation hedge. And if we go to the gold model, what we've seen is bizarrely that the inflation sensitivity is, well, it's out of regime. But the sensitivity to gold is negligible and has even been negative.
Transcript
Play full episode
