The Crypto Conversation

Inflection Point - Did the Coronavirus kill the Everything Rally?


Listen Later

Kevin Kelly is a co-founder and macro strategist at Delphi Digital, an independent research boutique providing institutional-grade analysis on the digital asset market. Kevin has been tracking what he calls an “inflection point” in the “everything rally.” Is the Coronavirus the black swan event that will trigger a major correction across global financial markets? What does this mean for the crypto markets?

Why you should listen:

Kevin was a U.S. Equity Strategist at Bloomberg before falling down the crypto rabbithole and taking his macro skills to the digital asset space. Kevin gives his helicopter view of the fast-moving macro situation. All markets are extremely volatile and the situation is changing daily as markets react to rising concern over the potential for a global Coronavirus pandemic. 

Key takeaway:

The Coronavirus is a black swan event that is likely to get worse before it gets better. When confronted by a highly contagious virus, it is better to be paranoid early, rather than panic late. Google, Amazon and Facebook have too much market power and too much control over user data. The promise and potential of Web 3.0 is to give power back to the individual by giving them the tools to monetize their data and attention. 

Supporting links:

Delphi Digital

Systemic Risk of Pandemic via Novel Pathogens

The Transall Saga

The Bitcoin Halving

Kevin Kelly on Twitter

Andy on Twitter 

Brave New Coin on Twitter

Brave New Coin

...more
View all episodesView all episodes
Download on the App Store

The Crypto ConversationBy Brave New Coin

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

38 ratings


More shows like The Crypto Conversation

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,366 Listeners

Unchained by Laura Shin

Unchained

1,206 Listeners

CRYPTO 101 by Bryce Paul & Brendan Viehman

CRYPTO 101

47 Listeners

The Peter McCormack Show by Peter McCormack

The Peter McCormack Show

2,161 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,834 Listeners

The Breakdown by Blockworks

The Breakdown

741 Listeners

Thinking Crypto News & Interviews by Tony Edward

Thinking Crypto News & Interviews

240 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

287 Listeners

Bitcoin News Alerts | Daily BTC News by Justin Verrengia

Bitcoin News Alerts | Daily BTC News

601 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

227 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,189 Listeners

Empire by Blockworks

Empire

164 Listeners

Coin Stories by Natalie Brunell

Coin Stories

416 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

133 Listeners

web3 with a16z crypto by a16z crypto, Sonal Chokshi, Chris Dixon

web3 with a16z crypto

61 Listeners