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.

article-image
share

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.

Loading Tweet..

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.


Get the day’s top crypto news and insights delivered to your inbox every evening. Subscribe to Blockworks’ free newsletter now.


Tags

Upcoming Events

Javits Center North | 445 11th Ave

Tues - Thurs, March 18 - 20, 2025

Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.

recent research

kamino cover.jpg

Research

Kamino has solidified its position as the leading money market on Solana and is emerging as a DeFi bluechip. Although DeFi competition is fierce, Kamino has kept iterating on its product to provide the best-in-class UX, paired with a robust risk management framework and battle-tested infrastructure. Given the rollout of Kamino Lend V2, the protocol may scale aggressively over the coming months, penetrating previously untapped markets in Solana DeFi.

article-image

Why that the bull market might not start until 2025

article-image

August’s annual headline figure came in at 2.3% after an upward revision Thursday, so things are moving in the right direction 

article-image

MSTR’s stock price was roughly $248 at 2 pm ET Thursday

article-image

Ever since rates came off zero and fiscal deficits exploded, markets have started paying close attention to how the government is funding itself

article-image

Solana memecoins are collectively at an all-time high

article-image

Optimistic rollups like Optimism, Arbitrum and Base are seeing rapid adoption relative to zk rollups