Podknife - The Macro Forces Driving Bitcoin | Plan B & Jurrien Timmer by On the Margin

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The Macro Forces Driving Bitcoin | Plan B & Jurrien Timmer

Podcast |: On the Margin
Publisher |: Blockworks
Media Type |: audio
Podknife tags |: Bitcoin,; Business,; Cryptocurrency,; Economics,; Interview,; Stock Market,; Technology
Categories Via RSS |: Business,; Business News,; News
Publication Date |: Feb 24, 2022
Episode Duration |: 01:19:32

In this episode of On The Margin Mike Ippolito is joined by Jurrien Timmer Director of Global Macro at Fidelity & PlanB the anonymous quant investor & creator of the Bitcoin S2F model. Jurrien & PlanB discuss the current macro forces that are driving markets from Fed rate hikes, yield curve inversion & equity market valuations. In the second half of the discussion, Jurrien & PlanB discuss valuation models for Bitcoin, how current market conditions could effect Bitcoin & what the next phase of Bitcoin will be as it enters the geopolitical landscape. -- Follow Plan B: @100trillionUSD Follow Jurrien Timmer: @TimmerFidelity Follow Mike: @MikeIppolito_ Follow Blockworks: @Blockworks_ -- Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks -- If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter

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