
Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage
Kevin
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<p><span style="font-weight: 400;">Today on the Brief:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown</span></li> <li style="font-weight: 400;"><span style= "font-weight: 400;">Italian Banking Association pushing to test a digital euro</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">U.S. housing has worst month since 2010</span></li> </ul> <p><span style="font-weight: 400;">Our main conversation:</span></p> <p><span style="font-weight: 400;">Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage. </span></p> <p><span style="font-weight: 400;">The discussion included:</span></p> <ul> <li style="font-weight: 400;"><span style="font-weight: 400;">The evolution of the Fed put and how it shapes the markets </span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why the “Money Printer Go BRR” meme was so effective</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why the Paul Tudor Jones letter was hugely influential within family offices</span></li> <li style="font-weight: 400;"><span style="font-weight: 400;">Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come </span></li> </ul> <p><span style="font-weight: 400;">Find our guests online:</span></p> <p><span style="font-weight: 400;">Ari Paul:</span> <a href= "https://twitter.com/AriDavidPaul"><span style= "font-weight: 400;">@AriDavidPaul</span></a></p> <p><span style="font-weight: 400;">Spencer Bogart:</span> <a href= "http://crem
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Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage
Kevin