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This week, Quinn Thompson CIO at Lekker Research joins the show to discuss the bullish catalysts for crypto in 2024 as ETF inflows remain high, Coinbase beats earnings estimates & stock markets continue to reach new all time highs. To hear all this & more, you'll have to tune in!
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MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the "blockchain for tokenized RWAs and regulated digital assets," MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: https://www.mantrachain.io/
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Digital Asset Summit 2024. Use Code: MARGIN10 for a 10% discount. https://blockworks.co/event/digital-asset-summit-2024-london
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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Timestamps:
(00:00) Introduction
(00:29) Coinbase Earnings
(17:37) MANTRA Ad
(18:58) Bitcoin ETFs Update
(22:55) The Bitcoin Halving
(30:04) Are "Animal Spirits" Back?
(36:34) DAS London Plug
(37:50) The Ethereum ETF
(45:50) The 2024 Macro Outlook
(48:39) The Rise Of Fiscal Dominance
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
