What’s Your Denominator? with Joe Carlasare - Rough Consensus Ep. 2 (Bitcoin, Legal Battles, S&P500)

Опубликовано: 26 Октябрь 2024
на канале: _checkonchain

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About this episode:
Today I have the great pleasure of chatting with Joe Carlasare, who carries tremendous insight into how the regulatory, legal, and macro dynamics affect global markets, and Bitcoin. We cover so much ground in this conversation, ranging from the big risk overheads in the legal world, to the core drivers of markets today, Turtle Theories, and whether 'cycles' still matter.

Disclaimer:
This podcast is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions.

Timestamps:
00:00 Introduction
01:24 Welcoming the Legal Eagle
03:17 Regulatory and Legal Overview
11:23 Risk Overhangs
16:03 Challenging the Crypto Thesis
22:09 Higher Rates and Harder Money
25:56 The Role of Rates, Central Banks and Fiscal
35:47 Do Rate Cuts Do Anything?
47:11 Turtle Theory and Chopsolidation
51:46 Pent Up HODLer Demand
57:08 The Psychology of Sell-side
01:02:50 Volatility Crossover Between Bitcoin and TradFi
01:03:45 Transmission Mechanism Between Spot and Futures
01:05:52 What is a Store of Value?
01:13:19 What is Your Denominator?
01:18:17 Wrapping Up

Links:
Newsletter: https://newsletter.checkonchain.com
Website: https://checkonchain.com
Charts: https://charts.checkonchain.com
Twitter: / _checkmatey_

About _checkonchain:
We believe Bitcoin is one of the most important assets of our time, providing investors with a reliable and secure store of value. However, one of the biggest challenges is that Bitcoin's volatility creates uncertainty, especially for those unfamiliar with the way the market trades and moves.

At _checkonchain, we help you navigate this volatility, by bringing together years of market analysis experience, and a unique perspective rooted in the study of Bitcoin’s blockchain data (onchain analysis). We provide traders and investors with expert guidance on current events, as well as frameworks for making data-driven decisions.
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Our mission? To provide unmatched Bitcoin education and insights, helping you look ahead and respond to market moves with confidence.

DISCLAIMER
Despite mankind's best efforts, none of us can predict the future, and events which have come before are in no way an indication of what may come next. All methods and concepts presented in this series shall be taken as educational, informational, and for entertainment purposes only. Nothing shall be interpreted or considered as any form of financial or investment advice of any kind. The viewer is solely responsible for their own decisions.