Join Nitin and guest Mark, the CIO of Portal Asset Management, as they discuss the latest trends in global macro, the evolution of crypto, and key market insights. They delve into the impact of political uncertainties, the resurgence of interest in digital assets, and the growing utility of blockchains. Mark shares his experiences from Europe and provides in-depth analysis of the current and future state of the crypto market. They also explore the convergence of AI and blockchain, stablecoin growth, and the role of institutional investors. Concluding with a look ahead to 2025, this episode is packed with valuable perspectives and predictions.

0:00 Introduction and Greetings

01:04 Global Macro Overview

01:40 Crypto Market Trends and Insights

02:42 Regulatory Changes and Political Impact

04:19 Technological Innovations in Crypto

05:57 Future of Crypto and AI Integration

08:43 Financial Infrastructure Modernization

10:13 Market Sentiments and Predictions

23:18 Concluding Thoughts and Future Outlook