Noelle Acheson

Joining the discussion are Anthony Scaramucci, Founder of SkyBridge and ex-Trump admin member, Alex Kruger, macro expert from Asgard, and Noelle Acheson, author of the 'Crypto Is Macro Now' newsletter. They delve into how geopolitical conflicts impact crypto and traditional markets. Scaramucci reveals insights from Larry Fink about Bitcoin. The panel debates the fate of stablecoins amid U.S. regulations and speculates on the timing of altcoin ETF approvals, all while exploring the intricate dance between politics and market reactions.

Join Noelle Acheson, an expert in capital markets and author of Crypto Is Macro Now, as she dives into the evolving role of Bitcoin in global finance. She discusses how Bitcoin is emerging as both a store of value and a risk asset amid rising debt and geopolitical turmoil. The conversation covers the impact of macroeconomic trends on cryptocurrency, institutional involvement, and the innovative changes within the Bitcoin ecosystem. Acheson also provides insights into the future of Bitcoin amidst market dynamics and regulatory shifts.

In this engaging discussion, Alex Kruger, founder of Asgard, reveals his skepticism about Coinbase as a product despite its S&P 500 inclusion. Ram Ahluwalia, CEO of Lumida, shares fascinating anecdotes about the job market while analyzing the implications of the U.S. credit downgrade on both traditional and crypto markets. Noelle Acheson, author of the 'Crypto Is Macro Now' newsletter, emphasizes the connection between stablecoins and U.S. geopolitical strategy. The trio also debates the potential for Fed rate cuts and the significance of the altcoin ETF delay.

Mike McGlone, a macro strategist, Dave Weisberger, an experienced trader, and Noelle Acheson, a market commentator, delve into the impact of Trump's tariffs on Bitcoin and the broader economy. They discuss how these tariffs are shaping the macro landscape and influencing inflation and rate cuts. The guests analyze Bitcoin's real-time reactions, the rising gold prices, and the allure of alternative investments amid market uncertainties. Insights into the complexities of the rare earth sector and the implications of U.S. policies also highlight the conversation.

EJ Antoni, a fiscal expert, discusses key issues like the state of the federal budget and unregulated credit card rates. Michael Howell analyzes China's economic slowdown and rising U.S. debt levels. Noelle Acheson reflects on politicians' economic influence, while Vincent Deluard breaks down the implications of the Fed's recent rate cut on the economy. The discussions reveal concerns about inflation, the stock market, and the complexities of tax policies that seem to serve political agendas.

Noelle Acheson, editor of the Crypto is Macro Now newsletter, discusses the equity rally, potential geopolitical headwinds, and the impact of the approved bitcoin spot ETF on Ethereum. They explore the disconnect between geopolitical risks and stock market highs, potential rotation from Bitcoin to US Treasuries, supply and demand factors of Bitcoin, and its role as a hedge. They also touch on recent market trends, opportunities in emerging economies, and economic experimentation in Argentina.

This discussion features Noelle Acheson, author of "Crypto is Macro Now," and Fernando Martinez, CEO of Nonco, a firm pioneering FX on-chain using Avalanche. They dive into Ripple's $1.2 billion acquisition of Hidden Road, focusing on how it could boost liquidity and streamline crypto operations. The guests also explore the critical role of stablecoins in cross-border payments and their impact on macroeconomics and geopolitics, alongside discussions on the evolving landscape of digital asset markets.

Noelle Acheson, editor of the Crypto is Now Macro newsletter, discusses the jobs report's impact on rate expectations and the Fed's outlook. The speakers explore European markets and commodities, rising fossil fuel prices, central bank digital currencies, and the hesitancy of macro investors in the crypto market.

Noelle Acheson, author of Crypto Is Macro Now newsletter, discusses market moves, European economy, and the presence of cryptocurrency in the Republican presidential debate.

Noelle Acheson, creator of Crypto Is Macro Now newsletter, discusses recent crypto exploits, US consumer expectations, and JP Morgan's analysis on Bitcoin rally. Topics include Poloniex hack, Raft exploit, Binance fake-app scam, and the overdone crypto market rally.