Our guest today is Noah Seidman, who has an impressive systematic view on crypto and how crypto fits into the overall macro market. Noah is a technologist with a career spanning two decades. He has a unique perspective on the intersection of crypto and finance, garnering him a reputation as a thought leader. While most on Crypto Twitter are talking about memecoins and the next few months, Noah has been thinking about crypto over a long time horizon. We talk about his macro views, how he chooses to build his portfolio, advice he has for someone starting out, maybe in their 20s, and the secret to him staying on top of all of the market news. He understands things like the monetary premium and categorizes tokens in a very interesting way. Before we dive into this, we discussed what Noah is focused on on his day to day.
0:00 Captain Rational
1:47 Global Macro
4:45 Before Crypto
5:52 Entering Crypto
11:20 Crypto In Macro
17:30 Bitcoin As Reserve Currency
21:13 L1 Value
22:25 Long Term Narratives
25:22 Investment Strategy
28:30 Self Realization
38:45 Decentralization
45:30 Time
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