

#957 - What Are the Market Factors at Play? With Noelle Acheson
4 snips Jan 22, 2024
Noelle Acheson, editor of the Crypto is Macro Now newsletter, discusses the equity rally, potential geopolitical headwinds, and the impact of the approved bitcoin spot ETF on Ethereum. They explore the disconnect between geopolitical risks and stock market highs, potential rotation from Bitcoin to US Treasuries, supply and demand factors of Bitcoin, and its role as a hedge. They also touch on recent market trends, opportunities in emerging economies, and economic experimentation in Argentina.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Geopolitical Risk and Market Disconnect
02:19 • 9min
Potential Rotation from Bitcoin to US Treasuries and Geopolitical Risk
11:36 • 4min
Supply, Demand, and Price Factors of Bitcoin
15:29 • 7min
Exploring Factors Influencing the Price of Bitcoin
22:30 • 2min
Bitcoin's Market Factors and Trends
24:49 • 9min
Market Factors and Opportunities: A Shifting Landscape
34:03 • 3min