Скачать или смотреть Bitcoin Is Winning the Macro Game w/ Coinbase Head of Research David Duong

In today’s episode, Coinbase’s Head of Research David Duong joins us to break down why Bitcoin is emerging as the ultimate macro asset in a world of trade wars, fiscal fireworks, and corporate treasury revolutions. From $5B in FTX repayments hitting the market to nation-states eyeing BTC as a strategic reserve, we dig into the biggest forces shaping the next phase of the crypto cycle.

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📚 Helpful Resources 📚
🥛 The dollar = The ultimate leading indicator? 📈
https://milkroadmacro.beehiiv.com/p/t...

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🎙 GUEST INFO 🎙
David Duong: https://x.com/Dav1dDuong

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⏱ TIME POINTS ⏱
00:00 - Intro
01:20 - FTX Repayments: Will $5B of Liquidity Move the Market?
03:17 - Tariffs, Trade War & Macro Chaos
07:15 - Fiscal Stimulus & Inflation Outlook
14:03 - Where Are We in the Cycle?
17:59 - Is AI Deflationary?
19:14 - What Happened in Bitcoin Vegas
21:25 - Ledn
22:01 - Meanwhile
22:39 - Bitcoin as Store of Value & Inflation Hedge Asset
32:00 - Corporate Bitcoin Buying Strategy
40:34 - Ethereum vs. Solana: David’s Institutional Outlook
45:42 - What's Next for Memecoins?
46:11 - Wrap Up
47:19 - Trade. Spend. Win a Bitcoin Cybertruck!

#crypto #ethereum #solana

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.