Crypto is Macro Now

Latest episode

Episodes

1. WEEKLY – democracy at work + a banking crisis
   Nov 7, 2026
2. Markets: a jug of ice water
   Nov 6, 2026
3. Hong Kong: tokenized firsts in an evolving market
   Nov 5, 2026
4. The bigger lesson in electoral waves
   Nov 4, 2026
5. Midterm prep
   Nov 3, 2026
6. Binance: the resilience and the aftermath
   Nov 2, 2026
7. WEEKLY: sanctions, crypto and threats
   Oct 31, 2026
8. The Binance hack stress-test
   Oct 30, 2026
9. The Fed: Empty patter and shrinking flexibility
   Oct 29, 2026
10. Eyes on Israel, China and the US
    Oct 27, 2026
11. Sanctions and the tangent threat
    Oct 26, 2026
12. WEEKLY - what is money + new gold
    Oct 24, 2026
13. Gold and the art of alchemy
    Oct 23, 2026
14. Stablecoins around the world Ep. 5: the UK
    Oct 22, 2026
15. Stablecoins in the UK
    Oct 22, 2026
16. Bitcoin: narratives and volatility
    Oct 21, 2026
17. What is money? And why should we care?
    Oct 20, 2026
18. Euro strains and barricades
    Oct 19, 2026
19. WEEKLY - tokenization + newslettering
    Oct 17, 2026
20. Stablecoin payments: the numbers
    Oct 16, 2026
21. Agentic payments, stablecoins and the price of intermediation
    Oct 15, 2026
22. The IMF path to tokenization
    Oct 14, 2026
23. How relevant are consumer surveys?
    Oct 12, 2026
24. WEEKLY - money narratives and innovation
    Oct 10, 2026
25. A look-back: October 2022
    Oct 9, 2026
26. Stablecoins around the world Ep. 4: Switzerland
    Oct 8, 2026
27. Stablecoins in Switzerland
    Oct 8, 2026
28. BTC resilience: why, how and what next?
    Oct 6, 2026
29. A macro catch-up
    Oct 5, 2026
30. Stablecoins around the world Ep. 3: the EU
    Sep 30, 2026
31. Stablecoins in the EU
    Sep 30, 2026
32. Global crypto: it’s not about the price
    Sep 29, 2026
33. Who controls the money innovation narrative?
    Sep 28, 2026
34. WEEKLY - tokenization and CBDCs
    Sep 26, 2026
35. The fuel for stablecoin statecraft
    Sep 25, 2026
36. The squeeze tightens
    Sep 24, 2026
37. Stablecoins: central banks vs banks
    Sep 23, 2026
38. Why Pontes is not about CBDCs
    Sep 22, 2026
39. The pretence of multicurrency platforms
    Sep 21, 2026
40. WEEKLY - slippery slope, no CLARITY for now
    Sep 19, 2026
41. Here we go: the tokenization exemption
    Sep 18, 2026
42. Stablecoins Around the World Ep. 2: Brazil
    Sep 17, 2026
43. Stablecoins in Brazil
    Sep 17, 2026
44. FOMC relief amid the boredom
    Sep 17, 2026
45. No CLARITY for now
    Sep 16, 2026
46. Stepping on to the slippery slope
    Sep 14, 2026
47. WEEKLY - Brazil, CBDCs, payments
    Sep 12, 2026
48. CBDCs: What Brazil can teach the EU
    Sep 11, 2026
49. Stablecoins in Japan
    Sep 10, 2026
50. New podcast: Stablecoins Around the World
    Sep 10, 2026