Bell Curve cover image

TradFi Embracing Crypto, Private Equity Froth, and Macro Headwinds | Roundup

Bell Curve

00:00

The Impact of Election Cycles and Macro Events on the Crypto Market

This chapter discusses the influence of election cycles and macro events on the cryptocurrency market. It explores the expectations of rate cuts, the concept of directionality versus expectations, and the delayed pricing of inflows in the crypto market compared to traditional finance. The speakers express concerns about valuations driven by memes and comps rather than fundamental value.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app