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.
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Follow Plan B: @100trillionUSD
Follow Jurrien Timmer: @TimmerFidelity
Follow Mike: @MikeIppolito_
Follow Blockworks: @Blockworks_
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Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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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
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If you like this episode be sure to subscribe to our newsletter at https://blockworks.co/newsletter
Timestamps:
00:00・Introduction
00:36・The Fed's Rate Policy
13:17・Yield Curve Inversion
18:32・Bond Market Manipulation
27:21・Consequences Of Monetary Policy
31:46・Equity Market Outlook
38:12・Equity Valuations
43:04・Bitcoin Outlook In 2022 & Beyond
47:42・Fireblocks Ad
49:00・How To Value Bitcoin
1:02:36・Is The 4-Year Cycle Over?
1:10:41・The Next Phase Of Bitcoin Adoption
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_
--
Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
--
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
Timestamps:
00:00・Introduction
00:36・The Fed's Rate Policy
13:17・Yield Curve Inversion
18:32・Bond Market Manipulation
27:21・Consequences Of Monetary Policy
31:46・Equity Market Outlook
38:12・Equity Valuations
43:04・Bitcoin Outlook In 2022 & Beyond
47:42・Fireblocks Ad
49:00・How To Value Bitcoin
1:02:36・Is The 4-Year Cycle Over?
1:10:41・The Next Phase Of Bitcoin Adoption
