MAY 03, 2024 • 59 Min
Real Vision’s Raoul Pal and Delphi Digital’s Kevin Kelly are back to discuss the latest trends in macro and crypto. In this month’s episode, they discuss several key topics, including:
Drivers of recent market selloff Headwinds facing BTC and crypto markets heading into Q2 Impact of central bank liquidity pullback and waning ETF fund inflows Why everyone wants lower rates and a weaker dollar Decoupling between BTC and gold prices Excitement surrounding Runes on Bitcoin Prevalence of venture capital in crypto and the effects it has on liquid markets Potential wave of token unlocks over next ~12 monthsThis episode was recorded on May 2nd, 2024.
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