Bloomberg Senior Macro Strategist, Mike McGlone, on the macroeconomic environment, SVB, and stablecoins

Recorded 9 March 2023.Our latest CFB Talks Digital Assets features Bloomberg's Mike McGlone, one of the most read, followed and watched global macro strategists. Though a veteran of established markets like commodities and equities, Mike was also an early adopter and integrator of the digital asset class. This means his perspective on the intersection of crypto, macro and ‘Wall Street’ is highly developed and quite unique.Highlights include:Why crypto prices remain structurally so strong despite the Fed, SVB, Signature, etc.;The importance of "widely disseminated" ETFs that track high-quality indices like the CME CF Bitcoin Reference Rate (BRR);How the current 'supply trough' amid still-tightening financial conditions sets the stage for another leg lower, led by digital assets;Why dollar-pegged stablecoins may turn out to be the most important digital asset class;The SEC vs. GBTC - what to watch.