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Forward Guidance
Mark Yusko: Macro "Doesn't Matter" For Crypto (Permissionless Interview)
Sep 17, 2023
Mark Yusko, founder of Morgan Creek Capital, discusses macro factors affecting the crypto market. He explores venture capital returns, valuing frameworks, and his stance as a China bull. They also delve into human behavior in investing, risks, and the impact of exponential growth on network value. The podcast touches on blockchain networks, privacy protection units, and China's strategy in cyber warfare.
22:07
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Quick takeaways
- The halving cycle in cryptocurrency is expected to have a significant impact in the next 12 months, surpassing other cycles.
- The approval of Black Rock and the subsequent influx of liquidity is anticipated to drive cryptocurrency prices higher, enabling more people to access and invest in crypto.
Deep dives
The Impact of the Halving and Wall of Liquidity
Mark Yusko highlights the importance of two factors that will affect cryptocurrency in the next 12 months. First, he mentions the halving cycle, which he believes will trump other cycles. Second, he emphasizes the wall of liquidity that will come from the approval of Black Rock and the increased demand it will bring to the physical spot market. This influx of liquidity is expected to push prices higher as people who previously couldn't buy cryptocurrency due to restrictions will now have access to it.
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