In this conversation Michael Nadeau and Pascal Hügli share insights into the unique characteristics of Bitcoin, the dynamics of the crypto market, and the importance of liquidity and macroeconomic factors. They discuss investment strategies, the significance of production costs in determining Bitcoin's fair value, and the role of developer activity in blockchain ecosystems. Additionally, they analyze how to value blockchains and the serious nature of meme coins in the investment landscape. C...
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In this conversation Michael Nadeau and Pascal Hügli share insights into the unique characteristics of Bitcoin, the dynamics of the crypto market, and the importance of liquidity and macroeconomic factors. They discuss investment strategies, the significance of production costs in determining Bitcoin's fair value, and the role of developer activity in blockchain ecosystems. Additionally, they analyze how to value blockchains and the serious nature of meme coins in the investment landscape. C...
Market analyst Caleb Franzen: A key risk going forwards is interest rate volatility
Less Noise, More Signal
41 minutes
1 month ago
Market analyst Caleb Franzen: A key risk going forwards is interest rate volatility
In this conversation, Pascal Huegli and Caleb Franzen discuss their background in wealth management and the founding of Cubic Analytics. They delve into macroeconomic trends, particularly focusing on inflation, monetary policy, and the dynamics of risk assets like equities and Bitcoin. They emphasize the importance of understanding inflation metrics, the impact of tariffs, and the current state of the labor market. They also share insights on technical analysis, investment strategies, and the...
Less Noise, More Signal
In this conversation Michael Nadeau and Pascal Hügli share insights into the unique characteristics of Bitcoin, the dynamics of the crypto market, and the importance of liquidity and macroeconomic factors. They discuss investment strategies, the significance of production costs in determining Bitcoin's fair value, and the role of developer activity in blockchain ecosystems. Additionally, they analyze how to value blockchains and the serious nature of meme coins in the investment landscape. C...
