Markets Outlook

Crypto Update | Bitcoin vs. Ether Investment Theses

Nov 3, 2023
Noelle Acheson, from the Crypto Is Macro Now newsletter, discusses market reactions to employment data, gold buying, and bitcoin vs. ether investment theses. The analysis covers revisions in net new payrolls, changes in average hourly earnings, the unemployment rate, US and European stock markets, oil prices, and central bank buying of gold. Also explored are the features of CME Group's crypto contracts, the introduction of PayPal's stablecoin, and the contrasting narratives surrounding Bitcoin and Ether.
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