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Geoffrey Kendrick (Standard Chartered): The Bitcoin Low Is In, and $500K by 2030 Is Conservative
What happens when the US has to roll over its debt with 10-year yields above 5%? For Geoffrey Kendrick, that pressure is part of the Bitcoin case, and part of why he argues crypto is back and the low is in. The bigger shift may sit underneath Bitcoin: stablecoins, tokenization and protocols whose fees keep growing while their tokens stay cheap.
Geoffrey Kendrick is Global Head of Digital Assets Research at Standard Chartered. The conversation covers why Geoffrey believes crypto has bottomed, and how US debt, Treasury intervention and the Fed shape the Bitcoin case.
It then turns to…
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