Macro Dislocation and DeFi Developments

This week’s podcast covers a range of topics impacting the digital asset space. Georg dives into the recent price moves of BTC and ETH, which have trended lower due to technical factors. Georg also discusses the Markets in Crypto-Assets (MiCA) regulation memo, its potential impact on the industry and global regulation more broadly. In the macro section, David covers the dislocation of the front end of the US curve 1-3m and Goldman Sachs’ early X date (when the debt ceiling is hit) prediction. Greg and David also provide updates on a busy week of earnings and what that could mean for digital assets. Finally, Sid examines the latest developments in DeFi, including Agility ETH staking incentives driving a TVL over $200m and a16z’s launch on optimism in the Rust programming language. Tune in for insights and analysis on the latest news in the digital asset space.