April 07, 2024

Weekly Roundup

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The 2024 halving could usher in a new era for Bitcoin

The upcoming halving brings forth novel dynamics that could reshape prevailing narratives around Bitcoin economics. Read More

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Top Insights

Roger Ver was right about Bitcoin — Read
Restaking is a ticking time bomb — Read
There's no reason to fear open platforms — Read
Don't let wallets be crypto's bottleneck — Read
The 2024 halving could usher in a new era for Bitcoin — Read

We're Watching

This week we discuss the potential headwinds for markets as the long end shows signs of selling off. Despite those headwinds, equities remain elevated with financial conditions loose. Will the Fed still be able to cut rates in 2024?

Watch or listen to On the Margin on Youtube, Spotify or Apple.

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Steakhouse Financial @SteakhouseFi

We're excited to release an independent and hopefully comprehensive overview of the restaking landscape from our point of view

"Restaking and the Price of Trust"

We try to answer the qs:

1) What is restaking?
2) How does it affect the price of trust for capital providers?

Apr 5, 2024

55 Likes 12 Retweets 2 Replies

Raoul Pal @RaoulGMI

I find it interesting that most of the worlds greatest macro investors are big crypto and tech investors (public and private markets)

Stan D.
PTJ
Louis Bacon
Alan Howard
Steve Cohen
Soros
Rick Rieder

Yet many macro pos(t)ers who wish to emulate them on X are still skeptics.

Apr 7, 2024

1.02K Likes 303 Retweets 67 Replies

MartyParty @martypartymusic

Update on @coinbase lawsuit:

Major Breakthrough for US crypto! Court rules crypto not securities on secondary markets.

You will not see this in the MSM.

#Coinbase has attained a significant milestone amid an ongoing lawsuit.
The US Court of Appeals Second Circuit sided with… twitter.com/i/web/status/1…