Rory Murray

Rory Murray, VP of Digital Asset Management at CleanSpark, shares insights from his extensive background in macro trading. He discusses the end of Bitcoin’s four-year cycle, driven by record ETF inflows and institutional adoption. Rory dives into the 'debasement trade,' exploring how inflation influences investments in Bitcoin and gold. He also considers the evolving interplay between macro trends and mining stocks, highlighting key concerns about the economy and market dynamics that keep him awake at night.

Rory Murray, Vice President of Digital Asset Management at CleanSpark, brings his trading expertise to the conversation. He discusses the end of Bitcoin's four-year cycle, attributing its shift to massive institutional adoption and ETF inflows. Rory also explores the macroeconomic landscape driving current market rallies and highlights the importance of mining stocks in this new environment. He delves into the debasement trade and the interconnectedness of gold and Bitcoin as vital assets for preserving purchasing power.

Rory Murray, VP of Digital Asset Management at CleanSpark and a trader specializing in Bitcoin macro, mining, and derivatives, breaks down macro shocks driving bitcoin's price. He discusses Japan's rate shock and the yen carry unwind. He explores how options activity can suppress price through dealer hedging. He ties AI-driven energy demand to mining and market structure shifts.