Bitcoin Macro

PODCAST: Meltem Demirors on the 3 Things Bitcoin Represents

“Let’s untangle that a bit,” says Meltem Demirors, the chief strategy officer of CoinShares. “Bitcoin represents three different things.” In this episode of Bitcoin Macro, one of the most prolific voices in the space speaks with CoinDesk’s head of strategy, Nolan Bauerle, about bitcoin as software, as a “supranational global communication network” and as an …

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PODCAST: Josh Brown on Why Bitcoin Is Like the 1800s Railroad Boom

“In the 1800s we had a bubble in railroads, and almost every one of them went bankrupt,” said “Downtown” Josh Brown, CEO of Ritholtz Wealth Management. “But what was left behind in the wake of that financial wreckage were the tracks, and the trains, and the stations, and the expertise to build more.” That’s the …

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PODCAST: Kaiko’s Ambre Soubiran on Bitcoin’s ‘Intrinsic Value’

“One of the things I was hearing all the time when I was in the banking world was ‘OK, but this bitcoin thing, it doesn’t have any intrinsic value,’” said Ambre Soubiran, CEO of cryptocurrency market-data startup Kaiko. “And this is something to which I obviously completely disagree,” she continued. “How can you say that …

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PODCAST: Ikigai’s Travis Kling on Why Bitcoin Is a ‘Baby X-Man’

“Bitcoin is unequivocally a macro asset,” said Travis Kling, the former hedge funder and now founder and CIO of Ikigai Asset Management. “It is a fledgling macro asset,” Kling continued, adding: “Seven-plus years of [bitcoin’s life] it really was just kind of a computer science experiment in the closet of a bunch of computer science …

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