Podcast: Have We Hit the QE Peak?

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

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Michael Howell, CEO, CrossBorder Capital

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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. 

Subscribe to Empire today on Apple or Spotify. Watch episodes on YouTube.

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Decoding crypto and the markets. Daily, with Byron Gilliam.

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Research

Meta-aggregators like Titan and Kamino Swap improve price execution for users, making the Solana swapping landscape more competitive. Jupiter has incorporated meta-aggregation features into its latest routing engine to keep users on its front end (own the user, own the flow). At large, teams are treating swaps as a commoditized complement, offering incredibly cheap or free swaps to own the end-user and increase demand for high-margin product offerings (multi-product DeFi). On another note, the divergence in the concentration of aggregator volume between DEXs suggests increased specialization at the DEX layer by asset type.

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Few things are more cypherpunk than keeping keys in your brain wallet

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Many community banks and credit unions feel like they missed the fintech craze — and they don’t want to miss stablecoins

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BlackRock COO Rob Goldstein noted that the firm had been looking into crypto since 2017