Leviathan News

Local Meltdown, Global Market Contagion w/ Noah Seidman


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In this detailed discussion, Sam McCulloch, DeFi Advisoor, and Noah Seidman Captain Rationale unpack recent market movements, including notable Bitcoin price swings and the rise in volatility indices. They delve into the implications of the unwinding U.S.-Japan carry trade due to tightening interest rates, the unexpected spikes in the VIX, and how these factors influence traditional and crypto markets. The conversation explores various economic and psychological aspects of market behavior, the role of political and regulatory elements in shaping financial landscapes, and strategies for asset management and capital preservation. Additionally, they touch on the resilience of DeFi protocols amid market turbulence and forecasts for the broader economic environment going forward.

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00:00 Introduction and Market Overview
02:05 Understanding the Carry Trade
03:55 Volatility and Market Reactions
08:15 Bitcoin and Crypto Market Dynamics
11:18 Macro Trends and Predictions
17:30 Regulatory Issues and Market Impact
22:25 Investment Strategies and Market Structure
38:00 Understanding Stable Coins and Cash Flow
39:26 Resilience of DeFi Protocols
42:19 Capital Management and Investor Behavior
46:30 Economic Fluctuations and Debt Market
57:15 Political Influence on Crypto
01:06:57 Monetization of Bitcoin and Gold
01:10:15 Conclusion and Wrap-Up

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Leviathan NewsBy Leviathan News

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