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The Defiant - DeFi Podcast

The Most Rational View on Crypto with Noah Seidman, AKA Captain Rational

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.
50:36

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Noah Seidman advocates for a long-term perspective on crypto investments, contrasting the short-term trend on platforms like Crypto Twitter.
  • Understanding the experimental nature of monetary policy in crypto, Noah emphasizes the unique properties of cryptocurrencies as collateralizable assets.

Deep dives

Noah's Perspective on Crypto Macro Views

Noah Seidman discusses his macro views on crypto within the broader market context. He emphasizes the importance of a long-term horizon in his approach to crypto investments, unlike the short-term focus prevalent on platforms like crypto Twitter. Noah considers factors like global liquidity cycles, GDP stagnation, and the impact of tight monetary policies on the current market dynamics.

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