Blockworks Macro, Released on 1/13/24 This week, Mike & Mark discuss the first day of trading since the Bitcoin ETFs launched. We dive into the flows, volume traded & Vanguards decision to not allow trading of the ETFs on their platform. We then break down this weeks inflation data & what it could mean for […]
Blockworks Macro, Released on 9/23/23 This week, Mike & Mark discuss the recent price action in Bitcoin. As Bitcoin breached $30k, it quickly ran up to $35k as investors anticipated an eventual spot Bitcoin ETF. We also discuss the gamma squeeze that took place, the increasing participation of “hodlers” & the role of the halving. […]
Blockworks Macro, Released on 9/23/23 00:00 Introduction 01:10 Fed Meeting 17:06 Foreign Holdings Of Treasurys 26:20 Blockworks Research Ad 27:07 Market Views On Stocks and Bonds 55:27 Crypto & Bitcoin Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital […]
Blockworks Macro, Released on 9/17/23 (Recorded on 9/12/23) Jack interviews Mark Yusko of Morgan Creek Capital at Blockworks’ Permissionless event in Austin. Filmed on September 12, 2023. 00:00 Introduction 00:29 Macro Doesn’t Matter For Crypto 05:24 4 Main Factors That Affect Venture Capital (VC) Returns 13:59 Metcalfe’s Law As A Valuation Framework 17:21 Mark Yusko: […]
Blockworks Macro, Released on 8/12/23 This week, Mike & Mark take a deep dive into July’s inflation data. Despite inflation ticking up due to base effects, the trend across developed economies remains disinflation, while China finds itself battling outright deflation. Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. […]
Kitco News, Released on 8/10/23 Michelle Makori, Lead Anchor and Editor-in-Chief at Kitco News, interviews Mark Yusko, CEO, Founder, and Chief Investment Officer of Morgan Creek Capital Management, who discusses the prospects, pros and cons, and timeline of a spot Bitcoin ETF getting approved by the U.S. Securities and Exchange Commission (SEC). Yusko talks about […]
Blockworks Macro, Released on 8/5/23 This week, Mike & Mark discuss the volatile week in markets as the long end of the U.S bond market began selling off on Wednesday. We discuss the potential catalysts including increased treasury issuance, the BoJ’s yield curve control tweak & Fitch’s downgrade from AAA to AA+. Finally we walk […]
Paul Barron Network, Released on 7/11/23 In September of 2022, investor and hedge fund manager Mark Yusko, predicted a possible “face-melter” rally in 2023. Are we at the beginning of one for the crypto market? Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing […]
