The Defiant - DeFi Podcast The Most Rational View on Crypto with Noah Seidman, AKA Captain Rational
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Jul 8, 2024 Noah Seidman, an experienced technologist, shares his systematic view on crypto and finance in a thought-provoking podcast. Topics include global macro trends, Bitcoin's role as a reserve currency, long-term investment strategies, and the importance of decentralization. He provides valuable insights on portfolio construction, investment advice for beginners, and staying informed in the fast-paced crypto market.
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Macro Focus
- Noah Seidman focuses on global macro trends, especially the liquidity cycle, rather than short-term market fluctuations.
- He believes understanding these larger cycles is key to staying calm in volatile markets.
GDP Stagnation
- Global GDP growth is stagnating due to tight monetary policy, the highest in decades.
- Central banks face a dilemma: cutting rates could fuel inflation, but maintaining tight policy hinders growth.
Early Bitcoin Experience
- Noah Seidman first bought Bitcoin at $290, sold at $590, and re-entered in 2016-2017.
- He acknowledges the frenzy of those early years and compares it to the 2020-2021 bull market.