Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Joe talks to Lawrence Lepard, Investment Manager at Equity Management Associates. They discuss RFK's proposal to back 1% of newly-issued US Treasuries with hard money, what the yield curve signals about the Fed's policy error, the problem of US government interest payments, and what's next for financial markets.
Lawrence's 2nd Quarter Update: https://drive.google.com/file/d/1nowc-ZcJfQ9in3LDSP8tsNtSHINy-B7X/view
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