MiCAR will give foreign stablecoins a clear advantage in Europe

Europe is handing Tether unforeseen advantages with MiCAR. Read More

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Why Are Markets Unwinding?

This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction.

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

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We advise teams on their go-to-market strategy, brand positioning, community building, social and PR strategy, and building internal teams.

Our clients include some of the top VCs and founders across Solana, Monad, TON, Base, and others.

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Jonah @jvb_xyz

Buy bitcoin + equities whenever the Fed starts cutting or QE-ing. With leverage.

We've seen this movie dozens of times already.

You're supposed to bet on a meltdown only when credit dries up and bankruptcies mount, but clearly the Fed isn't going to let that happen (again)

2:25 PM • Aug 4, 2024

40 Likes 4 Retweets

3 Replies

Noelle Acheson @NoelleInMadrid

Ufff, analysts giving up their weekend to redo NVIDIA estimates as the new chip is delayed due to design flaws… More downside incoming – this production setback, the anti-trust investigations and economic growth concerns highlight just how much "perfection" was in the market… x.com/i/web/status/1…

11:50 AM • Aug 4, 2024

5 Likes 1 Retweet

2 Replies