Real Vision: Macro, Crypto, and Value
SEP 23, 2020
Our very own Kevin Kelly joined Real Vision senior editor, Ash Bennington, to discuss his experience bridging the gap between traditional finance and the crypto world. Kevin and Ash talk about the macro tailwinds driving crypto markets, how investors are realizing yield in crypto, and the relationship between the many tokens that have been created and transparency. This interview was filmed on August 26, 2020 and was released to Real Vision subscribers on September 22nd, 2020.
Sign up to Delphi Pro to view this video.
Related episodes
Macro & Markets
•
Join us for the upcoming Bull vs. Bear episode with hosts Jason and Kevin. In Market Matters, we'll dissect Nvidia’s soaring performance, fuelled by an upswing in AI use, and whether the performance will trickle down on the wider market and crypto. In our Bull vs. Bear segment, we'll navigate the debt ceiling aftermath, consider the impact of resumed student loan payments and continued rate hike probabilities, and the ascent of AI coins like $RNDR.
Global Macro Themes
•
In this week's Bull vs. Bear episode, we delve deep into the Market Matters section, discussing the persistent banking crisis and its potential impact on the crypto markets. We analyze Jamie Dimon's Letter to Shareholders and dissect his outlook on the evolving financial landscape ahead of the upcoming CPI release.
In our Charts of the Week segment, Kevin Kelly examines the US Treasury's role in the banking collapse, while Jason Pagoulatos explores the Open Interest Dominance of alt cryptocurrencies and its implications for market direction. Finally, our Bullish or Bearish section touches on a few critical topics in the crypto sphere, including Ethereum's possible breakout, Binance's legal issues, and the readiness of DeFi to overtake Centralized Exchanges.
Liquid Staking
•
A guide to understanding the Ethereum liquid staking landscape; how different liquid staking mechanisms work and the risks to ETH liquid staking.
Global Macro Themes
•
In the wake of Silicon Valley Bank's collapse and USDC's temporary depegging, Kevin Kelly and Jason Pagoulatos host a special Market Matter's segment. They delve into the impact on future funding for crypto projects, analyze why markets have historically gone down after the pivot, and explore how the attractiveness of TBills may make crypto less appealing. Additionally, they examine the short-term rally of major cryptocurrencies and its downstream effects for macro and crypto markets.