Episode 23: Navigating Bitcoin And Trade Turbulence. With Noelle Acheson

Crypto is Macro Now author Noelle Acheson joins Maggie Lake on Talking Markets to discuss the fallout from President Trump's Strategic Bitcoin Reserve announcement, and expectations around the White House Crypto Summit. Also up for discussion: the labor market, tariffs, and the view from Europe.Connect with Noelle on Substack: https://www.cryptoismacro.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-me

Connect with me on Twitter: https://x.com/maggielake

Connect with me on Substack: https://maggielake.substack.com

Chapters:

00:00 - Introductions with Noelle Acheson01:23 - How To Handling The Constant Headline News04:30 - Tariff Impact and What’s The State Of The Economy?06:20 - Jobs Data Could Put a Real Chill Over Sentiment 09:30 - Is the Bond Market Front Running The Fed?10:45 - Will German and Chinse Stimulas Boost Risk Assets?16:00 - Could The Chinese Help Boost Crypto? 20:00 - German Stocks More Attractive than US Stocks?21:10 - Are we at the top of the crypto cycle? 22:55 - Whitehouse’s Crypto Summit & The Strategic Bitcoin Reserve 30:50 - Crypto’s Recent Price Action*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.