Financial Market Themes
Macro & Markets

Is Crypto a Bull Signal for Risk Assets?

Further expansion of global liquidity is one of the major prerequisites for crypto markets to continue outperforming. But we may not need an extreme expansion – like we saw in 2020-2021 – for crypto to perform well.

My latest interview on Real Vision’s Daily Briefing digs into this idea and some of the key indicators we’re monitoring as we head into 2024.

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