On this episode of “On the Margin,” Blockworks Co-founder Michael Ippolito is joined by Jurrien Timmer, director of global macro at Fidelity, and PlanB, the anonymous quant investor and creator of the bitcoin S2F model.
Timmer and PlanB discuss the current macro forces that are driving markets, from Fed rate hikes to yield curve inversion and equity market valuations. In the second half of the discussion, the guests debate valuation models for bitcoin, how current market conditions could effect bitcoin and what the next phase of bitcoin will be as it enters the geopolitical landscape.
They also cover:
- if the 4-year cycle is over
- the equity market outlook
- and so much more
Watch the full episode below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts. 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.
Get the day’s top crypto news and insights delivered to your inbox every evening. Subscribe to Blockworks’ free newsletter now.