The Dollar Rises With Crypto And Gold - What Gives? | Michael Nicoletos at DAS: London
Published at : November 30, 2021
When Jack Farley ran into macro investor Michael Nicoletos at the Blockworks Digital Asset Summit in London, he knew the two had to film an interview. Nicoletos shares his thoughts on crypto’s role within a macro portfolio, why the U.S. dollar is rising against other currencies, and why the 40-year bull market in bonds might not yet be over. Nicoletos argues that central bank digital currencies (CBDCs) will eventually replace stablecoins as an onramp to crypto, and argues that China economic woes are very serious.
Timestamps:
00:00 Introduction
02:50 A Macro View of Crypto
06:53 Stablecoins
11:54 Central Bank Digital Currencies (CBDCs)
13:42 Taxes and Regulation in Crypto
17:25 Making Sense of Crypto's Huge Bull Run
27:34 What Does A Rising Dollar Mean?
37:05 China's Economic Woes
41:35 Where Are The Bubbles
Blockworks next crypto event in May 2021: https://blockworks.co/events/permissionless/
Jack Farley’s Twitter: @JackFarley96
Michael Nicoletos’ Twitter: @mnicoletos
Timestamps:
00:00 Introduction
02:50 A Macro View of Crypto
06:53 Stablecoins
11:54 Central Bank Digital Currencies (CBDCs)
13:42 Taxes and Regulation in Crypto
17:25 Making Sense of Crypto's Huge Bull Run
27:34 What Does A Rising Dollar Mean?
37:05 China's Economic Woes
41:35 Where Are The Bubbles
Blockworks next crypto event in May 2021: https://blockworks.co/events/permissionless/
Jack Farley’s Twitter: @JackFarley96
Michael Nicoletos’ Twitter: @mnicoletos
DollarRisesCrypto