Some of the smartest investors in the crypto space share how they think the larger macro context is shaping interest in bitcoin and digital assets.

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This episode is sponsored by Bitstamp and Ciphertrace.

Today on the Brief:

  • New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown
  • Italian Banking Association pushing to test a digital euro
  • U.S. housing has worst month since 2010

Our main conversation:

Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage. 

See also: 5 Numbers That Tell the Story of Markets Right Now

The discussion included:

  • The evolution of the Fed put and how it shapes the markets 
  • How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment
  • Why the Money Printer Go BRR meme was so effective
  • Why the Paul Tudor Jones letter was hugely influential within Family Offices
  • Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come 

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, iHeartRadio or RSS.

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