Supply Shock
Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin
Dec 27, 2023
Will Clemente and Felix Jauvin discuss macro and crypto trends heading into 2024, including inflation, interest rates, fiscal dominance, and the future of bull markets. They explore the intersection of macro and digital assets, positive catalysts for Bitcoin's future, and the shift in narrative between Bitcoin and Ethereum. Additionally, they touch on the use of Micro Strategy as a leveraged Bitcoin ETF and its potential future value.
50:03
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Quick takeaways
- Coinbase's diversified revenue streams and ventures like staking and wallet as a service offer growth potential.
- Shift towards high-throughput EVM-based chains like Solana and potential rotation from BTC to ETH.
Deep dives
Coinbase and miners are well-positioned for growth
Coinbase has diversified its revenue streams and has multiple verticals that are not fully appreciated by the market. The acquisition of Circle brings hedging opportunities, and other ventures like staking as a service and wallet as a service add to their growth potential. Microstrategy is a great way to gain exposure to Bitcoin in the public markets and can outperform with sustained activity from miners. The informational edge of crypto natives can be advantageous when analyzing these companies.
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