These few weeks have been turbulent for the markets to say the least, with 3 of the largest banks that support crypto winding down, USDC stablecoin de-pegging and more developments happening in real time.
Is this the end for crypto, or are we on the cusp of another bull-run?
Today we have Hal Press, founder of North Rock Digital who is known on Twitter for his timely and accurate calls, such as the ETH Merge trade and more recently, his thesis on why USDC will return to peg. In this episode, he shares with us:
Host: Jason Choi @mrjasonchoi . Not financial advice.
Timestamps:
(00:00:00) – Introduction to the US banking situation
(00:09:13) – Is Bitcoin a credible Store-of-Value?
(00:15:59) – Balaji's prophecy of $1M BTC in 90 days
(00:20:25) – Thoughts on BTFP
(00:23:49) – Will Bitcoin de-correlate from equities?
(00:27:05) – Outlook for BTC vs ETH
(00:31:17) – Impacts of upcoming BTC Halving
(00:33:38) – Thesis on Stacks
(00:44:19) – Tips on identifying narratives early
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More Resources:
Guest
Hal Press' Twitter: https://twitter.com/NorthRockLP
North Rock Digital's Website: https://northrockdigital.com/
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