Crypto is Macro Now

Latest episode

Episodes

1. Stablecoins: central banks vs banks
   Sep 23, 2026
2. Why Pontes is not about CBDCs
   Sep 22, 2026
3. The pretence of multicurrency platforms
   Sep 21, 2026
4. WEEKLY - slippery slope, no CLARITY for now
   Sep 19, 2026
5. Here we go: the tokenization exemption
   Sep 18, 2026
6. Stablecoins Around the World Ep. 2: Brazil
   Sep 17, 2026
7. Stablecoins in Brazil
   Sep 17, 2026
8. FOMC relief amid the boredom
   Sep 17, 2026
9. No CLARITY for now
   Sep 16, 2026
10. Stepping on to the slippery slope
    Sep 14, 2026
11. WEEKLY - Brazil, CBDCs, payments
    Sep 12, 2026
12. CBDCs: What Brazil can teach the EU
    Sep 11, 2026
13. Stablecoins in Japan
    Sep 10, 2026
14. New podcast: Stablecoins Around the World
    Sep 10, 2026
15. Tokenized money market funds, deposit tokens, gold market infrastructure
    Sep 9, 2026
16. Clipping stablecoin reach
    Sep 8, 2026
17. WEEKLY - why the next crypto cycle will feel very different
    Sep 5, 2026
18. Russia’s CBDC launches
    Sep 4, 2026
19. Shapes in the fog
    Sep 3, 2026
20. Can financial institutions use public blockchains?
    Sep 1, 2026
21. Reform vs change
    Aug 31, 2026
22. Network incentives, digital euro design and bank mendacity
    Aug 26, 2026
23. Markets: now we’re talkin’
    Aug 25, 2026
24. Why the next crypto cycle will feel very different
    Aug 24, 2026
25. WEEKLY - Fed communication + inflation theory
    Aug 22, 2026
26. Opening doors: crypto rules and market reform
    Aug 21, 2026
27. The Treasury Twist accelerates
    Aug 20, 2026
28. Fed communication and the Maradona theory of interest rates
    Aug 19, 2026
29. A tale of two markets
    Aug 18, 2026
30. What custody has to do with ownership
    Aug 17, 2026
31. WEEKLY - CLARITY outlook + South Africa's proposed ban
    Aug 15, 2026
32. Hong Kong’s cautious stablecoin progress
    Aug 13, 2026
33. South Africa’s proposed stablecoin ban
    Aug 12, 2026
34. Why CLARITY’s delay hurts banks more than crypto
    Aug 11, 2026
35. The US jobs report was not that bad
    Aug 10, 2026
36. WEEKLY - Coldcard + BRCA
    Aug 8, 2026
37. Markets: a rhythm shift?
    Aug 6, 2026
38. Why you should care about bank charters
    Aug 5, 2026
39. What the Coldcard blow means for Bitcoin
    Aug 4, 2026
40. The cost of geopolitical manipulation
    Aug 3, 2026
41. WEEKLY - the money question + onchain ownership
    Aug 1, 2026
42. The changing shape of onchain ownership
    Jul 31, 2026
43. WEEKLY – stablecoins, central banks, prediction markets
    May 30, 2026
44. Thursday, Apr 6, 2023
    May 30, 2026
45. Tuesday, Apr 11, 2023
    May 30, 2026
46. Wednesday, Apr 12, 2023
    May 30, 2026
47. Thursday, Apr 13, 2023
    May 30, 2026
48. Friday, Apr 14, 2023
    May 30, 2026
49. WEEKLY, Apr 15, 2023
    May 30, 2026
50. Monday, Apr 17, 2023
    May 30, 2026