In this episode, Joe McCann joins the show to discuss why he’s tactically bearish, the US dollar’s implications for risk assets, and his crypto shopping list. We also delve into bottom signals, the outlook for 2025, and much more. Enjoy!

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https://blockworks.co/event/digital-asset-summit-2025-new-york

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Timestamps:

(00:00) Introduction

(01:12) Macro & Crypto Overview

(09:19) Implications Of Hawkish Fed

(12:54) Inauguration & The US Dollar

(18:01) Ads

(19:35) Crypto Market Outlook

(23:34) Strategic Bitcoin Reserve

(26:30) Crypto Shopping List

(31:56) Bottom Signals

(35:47) 2025 Outlook

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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.

On the Margin: FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann

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