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...
What everyone gets wrong about the current repo market
Less Noise, More Signal
1 hour
1 week ago
What everyone gets wrong about the current repo market
In this conversation, Pascal Huegli and Lighthouse Macro (Bob Sheehan) discuss the current state of funding and treasury markets, emphasizing the importance of liquidity and the systemic risks posed by regional banks. He highlights the impact of government actions on market stability and the growing influence of Bitcoin and crypto on traditional financial systems. The discussion also covers shifts in treasury market buyers and the pressures faced by primary dealers, concluding with insights o...
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...
