Podcast: Have We Hit the QE Peak?

Tyler and Mike discuss Mike’s background, the global outlook and QE.

July 23, 2021 11:32 am

Michael Howell, CEO, CrossBorder Capital

In the latest episode of Blockworks’ new podcast “Generational Arbitrage,” Tyler Neville speaks with with Michael Howell, Founder of CrossBorder Capital.

Mike is a leading global macro thinker who watches giant trends in liquidity from global central banks. He is the author of Capital Wars: The Rise of Global Liquidity and has a process unlike most fundamental economic analysis. They talk about the Mike’s experience in the market, the global outlook, the end of the Bretton Woods system and the rise of China.

Check out what they had to say in the video below. 👇

The social fabric of contemporary American life is tearing itself apart. On “Generational Arbitrage,” once a week, Tyler Neville, author of Blockworks’ smash hit Daily Newsletter, digs into the institutions whose promises are left unfulfilled. The generational imbalances are vast and very few can speak out against entrenched interests. Let’s find them!

Episodes are released every Friday morning.

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Why Solana Mobile Should 100x Their Phone Production

Solana Mobile is a highly ambitious foray into the mobile consumer hardware market, seeking to open up a crypto-native distribution channel for mobile-first applications. The market for Solana Mobile devices has demonstrated a phenomenon whereby external market actors (e.g. Solana-native projects) continuously underwrite subsidies to Mobile consumers. The value of these subsidies, coming in the form of airdrops, trial programs, and exclusive NFT mints, have consistently covered the cost of the phone and generated positive returns for consumers. Given this trend in subsidies, the unit economics in the market for Mobile devices, and the initial growth rate and trajectory of sales, it should be expected that Solana mobile can clear 1M to 10M units over the coming years. As more devices circulate amongst users, Solana Mobile presents a promising venue for the emergence of killer-applications uniquely enabled by this mobile-first, crypto-native distribution channel.

by Luke Leasure