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.

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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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Maple Finance has successfully navigated significant market challenges through its strategic pivot to secured lending (Maple v2) and the launch of its Syrup product. Syrup has become a primary growth driver, delivering sustainable, outperforming stablecoin yields and rapidly increasing TVL. The upcoming custody-first Bitcoin staking product (istBTC) presents another significant avenue for expansion. Crucially, Maple has achieved operational profitability, a key inflection point that, combined with a fully vested token and active buyback mechanism, strengthens its investment case. While valuation metrics suggest potential undervaluation relative to peers and growth, the primary forward-looking risk identified is the long-term sustainability of its current high-take-rate collateral staking revenue model.

by Shaunda Devens