Global Recession & The Future of Crypto: Macroeconomic Analysis with Dan Morehead | Ep. #1

Описание: 🚀Constantin Kogan joins Dan Morehead, CEO & Founder of the cryptocurrency investment firm Pantera Capital, in a timely discussion about the current state crypto assets and the global macroeconomic outlook in the middle of coronavirus. Until recently, Pantera focused on global macro hedge fund investments. The firm was founded in 2003 by Dan Morehead, who was Chief Financial Officer and Head of Macro Trading at Tiger Management, the hedge fund run by investing legend Julian Robertson. Additionally, Constantin and Dan explore the opportunities in the digital asset space and discuss more broadly what they’ve learned in their decades as investors about the underlying essence of crisis and recovery.

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📚Nathaniel Popper "Digital Gold"
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0:00 Introduction
1:50 Dan's story
5:00 Covid-19 Recession
8:36 Potential path of recovery (V-Shape recession)
11:45 Implications of the US fiscal and monetary policy (stimulus package)
17:32 Exchange rate and printing more money
19:11 Is Bitcoin still an uncorrelated asset class?
24:35 Why investing in stable coins?
26:43 Institutional adoption
30:41 Were there actually a direct investment into projects from institutional investors?
32:41 Strategies (liquid vs ventures)
37:10 Is Pantera investing now?
38:35 How is the crisis affecting liquid and multicurrency strategies?
41:14 Bitcoin halvening analysis
45:01 Bearish vs Bullish trend
46:44 Bitcoin price prediction by the end of 2020
48:48 Thought leaders to follow
51:40 Book recommendation

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