Supply Shock

Liquidity Will Soon Rise | Joe McCann

Jun 19, 2024

Expert Joe McCann discusses the intersection of macro & crypto markets, predicting a liquidity surge post-Fed rate cuts. Topics include Solana's appeal, Bitcoin's role, FOMC takeaways, and the upcoming liquidity wave. Insightful analysis on rate cuts, global liquidity, and market outlook for stocks & crypto.

44:14

Episode guests

Joe McCann

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Highlights

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Combining macro insights with crypto investments can optimize portfolio returns.

Bitcoin's role as digital gold and truth verifier enhances its institutional adoption potential.

Anticipated rate cuts could lead to a surge in liquidity, positively impacting market trends.

Deep dives

Market Outlook and Effects of Election on Stocks and Cryptocurrencies

The speaker discusses the impact of the election on stocks and cryptocurrencies, highlighting the trend of markets ripening into year-end post-election certainty. Foreseeing Q3 with altcoin resurgence and Q4 with potential Bitcoin rally, the speaker emphasizes the importance of having macro and meme coins as a barbell approach in investments.

Analyzing Market Liquidity and Equities

00:37

Market Behavior and Political Influence

00:26

In-depth discussion on the importance of macroeconomics in crypto investing

04:44

Thin Liquidity Drives Price Action in Cryptocurrency

00:30

Intro

1min

Importance of Macroeconomics in Crypto Investments

8min

Exploring the Unique Characteristics of the Crypto Space: Internet Native, Narrative-Driven, and Programmable

5min

Exploring Solana and the Rise of Asset Tokenization in the Crypto Space

11min

Analysis of Rate Cut Predictions and Global Liquidity

6min

Federal Reserve's Rate Cut Decisions and Market Outlook

13min

This week Joe McCann joins the show for a discussion on the current backdrop for macro & crypto. As markets anticipate Fed rate cuts, will stocks & crypto continue to rally if a resurgence in liquidity is around the corner? Enjoy!

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Timestamps:

(00:00) Introduction

(01:08) Combining The Worlds Of Macro & Crypto

(09:46) The Crypto Thesis

(14:22) Solana

(21:53) Bitcoin

(25:18) Rate Cuts Are Coming

(31:00) Takeaways From FOMC

(39:30) Liquidity Is About To Resurge

Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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Supply Shock

Liquidity Will Soon Rise | Joe McCann

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

Deep dives

Market Outlook and Effects of Election on Stocks and Cryptocurrencies

Asymmetric Fund's Investment Strategy Based on Macro View and Crypto

Role of Bitcoin as Digital Gold and Source of Truth

Macroeconomic Landscape with Rate Cut Predictions and Market Optimism

Tips for Trading Crypto with a Macro Lens

Analyzing Market Liquidity and Equities

Market Behavior and Political Influence

In-depth discussion on the importance of macroeconomics in crypto investing

Thin Liquidity Drives Price Action in Cryptocurrency

Remember Everything You Learn from Podcasts