Macro Coin

Former PM at bn $ macro fund. Crypto is the new macro. Here for the wave.

[Macro Coin @GlobalMacroCoin]

You cant fix dumb

[Macro Coin @GlobalMacroCoin]

@TeddyVallee @LynAldenContact

[Macro Coin @GlobalMacroCoin]

@MetreSteven Bonds are heading lower.

[Macro Coin @GlobalMacroCoin]

Round 2

[Macro Coin @GlobalMacroCoin]

US rates likely surprise the masses over next 2-3 months. Positioning is not what it seems....

[Macro Coin @GlobalMacroCoin]

@MetreSteven @pboockvar Leads to wage inflation, higher inflation, and higher rates under your proposed scenario

[Macro Coin @GlobalMacroCoin]

@MetreSteven @pboockvar That makes negative sense. It only makes sense in the fact that the roll off in benefits will lead to job creation and thus lower job openings.

[Coop 💿 @Cooopahtroopa]

There has never been a better time to start working in crypto.

Whether as a creator, builder or enthusiast - now is the time to double down on web3.

[Macro Coin @GlobalMacroCoin]

@BirdieCoin @TeddyVallee Beauty is in the eye of the derman

[Macro Coin @GlobalMacroCoin]

@skwp @stephanlivera Reference to doge. Your reference is multiple stand deviations off mark.

[Macro Coin @GlobalMacroCoin]

Maybe stage 1.....

[Macro Coin @GlobalMacroCoin]

You saw it developing a few weeks ago. Not done yet, but maybe we see a bounce in the trash.

[Macro Coin @GlobalMacroCoin]

Spacs, ev, tech all starting to unwind. Broader risk waking up to rates

[Macro Coin @GlobalMacroCoin]

The potential in the space is incredible. But every bull is sustained by skeptics. Ex tails, I don’t know any.

[Macro Coin @GlobalMacroCoin]

Coming from a traditional macro background, we never got tied to assets. Crypto is a religion. Belief no matter what. Ive never seen a theme or asset class with less skepticism (from the inside). To me, it dilutes its value....

[Stephan Livera @stephanlivera]

Instead of constantly shilling lockdowns, masks and vaccines, how much of this could have been prevented by telling people to put the doughnuts down, eat meat, and go to the gym?

[Roberto Talamas @RobertoTalamas]

Weekly Performance Recap as of April 2

Data: @MessariCrypto

Top Assets by Market Cap

$BNB +44.9%
$DOT +21.1%
$ETH +20.8%
$LTC +14.0%
$LINK +14.0%
$BTC +12.5%
$XRP +8.2%
$ADA +5.3%
$UNI +4.3%

[Macro Coin @GlobalMacroCoin]

@novogratz @YouTube Easy..... we’re all traders at the end of the day

[Macro Coin @GlobalMacroCoin]

@juthica Not a bad point - but would push back and say the difference is frequency of that move

[Macro Coin @GlobalMacroCoin]

Horrifying for the space

[Anthony Pompliano 🌪 @APompliano]

The S&P is -99% denominated in Bitcoin over the last 5 years.

Can't make that up.

[Macro Coin @GlobalMacroCoin]

@AndreasSteno Great chart. How do you proxy growth differentials?

[Macro Coin @GlobalMacroCoin]

@novogratz Short bond*