G’day Folks,

Today, I had a fantastic conversation with Joe Carlasare, who carries tremendous insight into how the regulatory, legal, and macro dynamics affect global markets, and Bitcoin. We cover so much ground in this conversation, ranging from the big risk overheads in the legal world, to the core drivers of markets today, Turtle Theories, and whether 'cycles' still matter.

We dive into a wide range of topics including:

* How the regulatory and legal landscape has changed since FTX.

* The role of higher rates, harder money, and fiscal dominance.

* Turtle theories and Chopsolidation.

* The psychology of HODLer sell-side pressure.

* How spot and futures markets are intertwined.

* Asking the question, ‘what is a store of value’?

I really hope you enjoy this conversation as much as I did, and if so, please consider sharing the episode and giving us a rating on Spotify/Apple Podcasts, as it helps more folks find our work. Be sure to give Joe a follow!

Disclaimer: This podcast is general in nature, and is for informational, and entertainment purposes only, and it shall not be relied upon for any investment or financial decisions.

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit newsletter.checkonchain.com/subscribe