Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin

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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_
Follow Blockworks: https://twitter.com/blockworks_

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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Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
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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.

Follow On The Margin On Spotify: https://spoti.fi/46WWQ6T

Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM

Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX

--

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!

--

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_

Follow Blockworks: https://twitter.com/blockworks_

Follow Felix's Substack: https://degenmacro.substack.com/

Follow Reflexivity Research: reflexivityresearch.com

--

Referenced In The Show:

The Damped Spring Report: https://dampedspring.com/wp-content/uploads/2023/07/The-Script.pdf

--

Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! https://blockworks.co/event/digital-asset-summit-2024-london

Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/

--

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

--

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.