Crypto Spring Is Here: A 2023 Macro/Crypto Outlook w/ Kevin Kelly
Raoul Pal: Real Vision
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Delphi's Macro Crypto Framework
Jay Parini: I'm trying to be cautious about not getting my hopes up too high. The timeline is still a moving target, but the big thing we're focusing on is tracking liquidity and where we think we are on that liquidity cycle. He says there's this potential for a decent probability that the market gets a little ahead of itself as we tend to do sometimes. But at the same time, everyone's buying risk, right? And the anticipation of looking past the actual recession will do what expected policy response is going to be so far out in the future.
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