On this episode of “On the Margin,” Blockworks Co-founder Michael Ippolito is joined by Jurrien Timmer Director of Global Macro at Fidelity & PlanB the anonymous quant investor & creator of the Bitcoin S2F model.
Jurrien & PlanB discuss the current macro forces that are driving markets from Fed rate hikes, yield curve inversion & equity market valuations. In the second half of the discussion, Jurrien & PlanB discuss valuation models for Bitcoin, how current market conditions could effect Bitcoin & what the next phase of Bitcoin will be as it enters the geopolitical landscape.
They also cover:
- if the 4-year cycle is over
- the outlook of the equity market
- and so much more
Watch the full episode below! 👇
“On the Margin” is a two-part show. Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.
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Brianna BeckfordBlockworks
Video Editor
Brianna Beckford is a Florida-based editor mainly focused on digital assets and the crossroads between the virtual and physical. As a University of Florida grad in Art + Technology, she’s dabbled in writing and reporting with a focus on the growth of hypermediacy in the present day. She focuses on video and podcasting for Blockworks.