Show notes
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This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in!
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Follow Will: https://twitter.com/WClementeIII
Follow Felix: https://twitter.com/fejau_inc
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
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Follow Felix's Substack: https://degenmacro.substack.com/
Follow Reflexivity Research: reflexivityresearch.com
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Referenced In The Show:
The Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf
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Timestamps:
(00:00) Introduction
(00:35) Inflation & Rate Cuts In 2024
(05:04) DAS London Plug
(06:21) The Rise Of Fiscal Dominance
(09:38) Do Deficits Matter?
(19:04) Bitcoin
(24:17) Blockworks Research
(25:05) Will We Ever See Another Bull Market Like 2020/21 Again?
(30:24) Ethereum
(34:13) Solana
(39:05) Coinbase
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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.
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