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Episode #128: Bitcoin is Macro Now with Noelle Acheson
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Olá pessoal!
Today Aaron is joined by veteran crypto analyst Noelle Acheson to examine this pivotal moment where bitcoin is rapidly intersecting with traditional finance and policy.
Noelle is the author of the Crypto is Macro Now newsletter and one of the leading experts at the intersection of crypto and the global macroeconomy. She previously ran the research divisions at CoinDesk and Genesis Trading, and has a rich background in corporate finance prior to joining crypto.
She is one of the brightest minds out there at articulating the value of bitcoin and crypto in the context of institutional investors and global macroeconomic shifts.
Key themes from this episode:
* The impacts of a pro-crypto administration in the US, including the potential creation of a dedicated crypto regulatory “czar” position and talk of a Strategic Bitcoin Reserve, on market sentiment
* The evolution of bitcoin as a multi-narrative asset: store of value, risk asset, and technological innovation platform
* MicroStrategy's innovative financial engineering to massively increase its bitcoin holdings through zero-coupon convertible debt issuance
* Growing institutional interest in bitcoin for corporate treasury management and national reserves
* Global monetary policy shifts, particularly around defense spending, driving potential currency debasement
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We also explore bitcoin in the context of the global monetary policy environment. Noelle argues that rising global defense spending, particularly in Europe and the U.S., could drive increased government debt issuance. This dynamic, coupled with potential declining foreign interest in government bonds, may lead to monetary expansion— thus strengthening the case for bitcoin as a hard asset.
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Published on 1Â year, 1Â month ago