Podcast: The Macro Forces Driving Crypto in 2022 with Jordi Alexander & Checkmate

Jordi Alexander and Checkmate examine structural trends and forces that will be driving crypto in 2022, making some observations and asking questions about crypto itself.

January 19, 2022 09:08 am

On this episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, Blockworks’ co-founder, is joined by Jordi Alexander, chief innovation office, of Selini Capital, and Checkmate, Lead On-chain Analyst for Glassnode.

Jordi and Checkmate discuss the long-term structural macro trends and how they affect the crypto markets. Jordi and Checkmate also discuss how crypto can forecast broader market conditions, whether bitcoin has become a viable macro asset, if crypto is entering a bear market and how the Fed will respond to the highest inflation in 40 years.

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They also covered:

Value vs. momentum
Long-term structural trends
And so much more!

Watch the full episode below! 👇

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to On the Margin today on Apple or Spotify, or watch episodes on YouTube.

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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