The Fed's Double Bind, Bitcoin's Outperformance, Hyperliquid's Edge, and Bittensor’s Governance Shock

About this episode

The episode discusses the macroeconomic factors influencing markets, Bitcoin's resilience, and developments in Hyperliquid and Bittensor.

People in this episode

Host: David Duong, CFA

Guest: Colin Basco

Topics covered

• macro economics
• Bitcoin performance
• market structure
• oil prices
• decentralized AI
• Bittensor governance

Keywords

• macro lens
• Bitcoin
• oil
• market sentiment
• inflation
• Hyperliquid
• Bittensor
• Covenant
• strategy

Mentioned in this episode

Organizations: Coinbase, Hyperliquid, Bittensor, Covenant

Products: Bitcoin, oil, precious metals

Places: Iran

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