Weekly Roundup 03/17/23 feat. Alex Thorn (Bank crisis, Fed makes $2T available, Signature mysteries) (EP.406)
On The Brink with Castle Island
Is Bitcoin a Risk Asset?
The potential pivot on monetary policy would be broadly bullish for risk assets. I think both of these narratives are strong for Bitcoin though right now, right? Because a broad-based risk rally is going to help Bitcoin and crypto, but a flight to safety from the banking system. And if you look at other Bitcoin things, volatility continues historically to go down like over a long time frame Bitcoin volatility is reducing.
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