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Supply Shock
Bitcoin Breaks $40,000, What Next? | Quinn Thompson
Dec 6, 2023
Quinn Thompson, Head of Capital Markets & Growth at Maple Finance, discusses Bitcoin outlook into 2024, macro outlook for 2024, Bitcoins huge 2023 rally to $44,000 & the next crypto bull market. Also explores real rates and bond market dynamics, fiscal vs monetary focus, impact of fiscal stimulus, dollar yen exchange rate, factors driving Bitcoin's performance, rise of Bitcoin, opportunities and strategies in the crypto market.
58:08
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Quick takeaways
- Quinn Thompson predicts a shift from a monetary dominant to a fiscal dominant environment, with government liquidity injections reducing real interest rates over time.
- Crypto equities, like Coinbase and Bitcoin miners, have gained operational leverage through cost-cutting measures, resulting in significant profitability with even slight price increases.
Deep dives
Key Point 1: The importance of macro views and fiscal dominance
Quinn Thompson discusses the shift from a monetary dominant environment to a fiscal dominant environment in the past few years. He highlights the impact of fiscal spending on the economy and the role of real interest rates. Thompson believes that real rates will come down over time as the government is required to add liquidity in certain situations.
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Discover
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