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175 shares, 197 points





When Jack Farley bumped into macro investor Michael Nicoletos on the Blockworks Digital Asset Summit in London, he knew the 2 needed to movie an interview. Nicoletos shares his ideas on crypto’s position inside a macro portfolio, why the U.S. greenback is rising towards different currencies, and why the 40-year bull market in bonds won’t but be over. Nicoletos argues that central financial institution digital currencies (CBDCs) will finally substitute stablecoins as an onramp to crypto, and argues that China financial woes are very severe.

Timestamps:
00:00 Introduction
02:50 A Macro View of Crypto
06:53 Stablecoins
11:54 Central Bank Digital Currencies (CBDCs)
13:42 Taxes and Regulation in Crypto
17:25 Making Sense of Crypto’s Huge Bull Run
27:34 What Does A Rising Dollar Mean?
37:05 China’s Economic Woes
41:35 Where Are The Bubbles

Blockworks subsequent crypto occasion in May 2021: https://blockworks.co/occasions/permissionless/

Jack Farley’s Twitter: @JackFarley96

Michael Nicoletos’ Twitter: @mnicoletos

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175 shares, 197 points

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22 Comments

  1. You always make a nice video 😊 but I’m really tired of future predictions… it drives me crazy. I think crypto investment is better than stocks. Though I failed sometimes ago when I tried trading myself but Tisha Lauri helps me now

  2. <There's no doubt in my mind that we are not only going bull, but BTC is going nuclear. A lot of people are wondering if now is a good time to buy because of where the price is at right now. I'd say it's outrightly wrong to just sit back hodl and wait maybe incur some losses along the line, that's a wrong mindset for an investor because as an investor finding ways to always increase and stack up more coins thereby making profiTs should be the way of lifeThat being said, the market is still all about BTC at the moment and I'll advise current investors and newbies to take advantage of Leon Calvin program, a pro trader who runs a training program for investors/ newbies who lack understanding on how trading Bitcoin works, to help them recover loss from the crash and also accumulate more bitcoin, with his program i went from having 3.8BTC to 12.8BTC in just 5 weeks.<You can reach him on TE LE GRAM >>>> @LeonCalvintrade.

  3. Great work Jack. It's great to see you with your own shows. You're really a great interviewer. You have the breadth of knowledge and the curiosity to get the best out of each guest.

  4. Doesn’t seem like this guy has researched crypto stables as he talks about them as all having the property of opaqueness- USDT, fair enough – DAI? UST? PAX? USDC?

    And as for the argument CBDCs will replace said stables – can we really imagine crypto peeps using CBDCs in DEFI? You mad haha not how decentralised works my frens

  5. I'm delighted to watch this video, thanks 🙏 😊 the greatest challenges investors face can range from controlling impulsiveness to the frailty of coercion. Most newbie’s investors often undermine and neglect the importance of technical analysis with regards to trading bitcoin. Technical analysis overly predicts the movement of asset prices regardless of what is happening in the wider or broader market. Essentially, the process involves studying the paths of a particular asset movement in the past so as to establish a sustainable pattern that can be used to predict future movements. I would encourage investors to trade as I have been doing with Mr Edwin since the last bear market, increasing my portfolio daily.

  6. Great guest !
    Great questions !

    I wonder to what point the market will push efficiency for purely profit ?
    Kinda the point of crypto right ?

    Seem We are near a point where for pure efficiency gains , we are starting to destroy cultures just for monetary efficiency …..

    Isn’t beauty , culture, privacy , etc . have no value anymore ?
    I have crypto but I do not particularly enjoy it ….I think inequality will become even bigger 🤷🏻 .

  7. Michael speaks along the likes of Jeff Snider an expert on the Euro Dollar and global Monetary System. The Dollar will remain strong because there is a high demand for it and a scarcity. Also inflation is transitory because of supply shocks which will correct themselves. Oil fell tp $70 a gal today. Prices of everything will come down

  8. Jack! I am very happy for you and Blockworks! You seem much more natural here and Forward Guidance is my newest favorite show 😀

  9. When it comes to the world of investing,most people don't know where to start.fortunately,great investors of the past and present can provide us with guidance

  10. The dollar is not rising. It's just falling slower than all the other fiat currencies.

  11. Bitcoin psychosis here. Best wishes fellas but you are exactly wrong because you have a limited view and lack of depth/width of money knowledge and financial history.

  12. In few months or no time people will definitely start kicking themselves in regret for missing the opportunity to buy or invest in cryptocurrency.

  13. Crypto will take away your liberties. Eventually it will be possible to use facial recognition or delivery address to link an individuals' private account to a human. Once they make that linkage, your liberties will be lost.

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