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The Bull Run Truth Nobody Wants You to Hear
Description
We sat down with Noelle Acheson author of Crypto Is Macro Now and one of the sharpest macro voices in the space to unpack how crypto has moved from a niche market into a real macro + geopolitical force.
In this conversation we dig into: Why the economy increasingly looks K-shaped (and what that means for markets)
The shift from “old” Bitcoin holders to “new” holders and why it matters
How institutions are changing the market structure (and why adoption may still be early) Stablecoins, Treasuries, and policy: why stablecoins could reshape the monetary vs fiscal balance CBDCs, global rails, and geopolitics: resilience, fragmentation, and the weaponization of finance Gold vs Bitcoin as reserves and the custody question no one wants to talk about