As global macro uncertainty continues to surprise investors across all asset classes, how are investors thinking about crypto today?

Delphi Digital's macro strategist joins me in discussing:

• How recent central bank actions affect the narrative for Bitcoin
• How macro investors are viewing gold vs Bitcoin
• Stablecoins vs Bitcoin in a world of strong USD

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

• BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
• ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E

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Resources:

• Subscribe to my essays here: jasonchoi.substack.com
• "Dollar Milk Shake" theory
• "Paradigm Shifts" by Ray Dalio 

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Musical credits:

Transition track: "BHANGER" by Phortissimo. Used with permission

Outro track: "LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright: https://youtu.be/uweorwa3q34

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions.