In this episode of On The Margin Mike is joined by Jordi Alexander CIO of Selini Capital & Checkmate Lead On-chain Analyst for Glassnode. Jordi & Checkmate discuss the long term structural macro trends and how they effect the crypto markets. Jordi & Checkmate also explore if Crypto can forecast broader market conditions, wether Bitcoin has become a viable macro asset, is Crypto entering a bear market, Value vs Momentum & how will the Fed respond to the highest inflation in 40 years.
Link to Jordi's Twitter thread -
https://twitter.com/gametheorizing/status/1435693384694321158
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