Macro Investors Sound Off! Featuring Ari Paul, Spencer Bogart and David Nage

Today on the Brief:
New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown
Italian Banking Association pushing to test a digital euro
U.S. housing has worst month since 2010
Our main conversation:
Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage. 
The discussion included:
The evolution of the Fed put and how it shapes the markets 
How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment
Why the “Money Printer Go BRR” meme was so effective
Why the Paul Tudor Jones letter was hugely influential within family offices
Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come 
Find our guests online:
Ari Paul: @AriDavidPaul
Spencer Bogart: @CremeDeLaCrypto
David Nage: @DavidJNage
Watch the rest of Messari’s Mainnet 2020 sessions.

Today on the Brief:

New Federal Reserve research suggests reaction to Facebook’s Libra basket approach was overblown Italian Banking Association pushing to test a digital euro U.S. housing has worst month since 2010

Our main conversation:

Earlier this month, Messari hosted the Mainnet virtual summit. At that event, NLW moderated a session called “Macro Investors Sound Off!” featuring BlockTower Capital’s Ari Paul, Blockchain Capital’s Spencer Bogart and Arca’s David Nage. 

The discussion included:

The evolution of the Fed put and how it shapes the markets  How the collision of Bitcoin’s halving and the Fed’s reaction to COVID-19 created a powerful narrative moment Why the “Money Printer Go BRR” meme was so effective Why the Paul Tudor Jones letter was hugely influential within family offices Why these investors expect to see some significant announcements around bitcoin exposure from traditional investors in the months to come 

Find our guests online:

Ari Paul: @AriDavidPaul

Spencer Bogart: @CremeDeLaCrypto

David Nage: @DavidJNage

Watch the rest of Messari’s Mainnet 2020 sessions.