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