Maggie Lake welcomes back Crypto is Macro Now author Noelle Acheson to Talking Markets. They discuss the next big driver for crypto, the safe haven pros and cons of gold vs. Bitcoin and the reason she is starting to think treasury yields just might surprise to the downside. Connect with Noelle on Substack: https://www.cryptoismacro.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me

Connect with me on Twitter: https://x.com/maggielake

Connect with me on Substack: https://maggielake.substack.com

Chapters00:00 Navigating the Current Crypto Landscape

10:12 The Role of Institutional Investors

20:26 Inflation, Interest Rates, and Market Dynamics

24:31 Ethereum's Current Position and Future Outlook

26:45 China's Influence on Gold and Crypto Markets

*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.