Latest / The Cryptocurrency Economy with Fexingo: Bitcoin, Ethereum, and Digital Money Markets
Why Ethereum Is Now a Macro Hedge
In this episode, Lucas and Luna dig into a quiet shift in the crypto market: Ethereum is starting to trade less like a risk asset and more like a hedge. With Bitcoin down 2.2% and Ethereum down 4.4% over the past five days, the usual correlation is breaking. Lucas explains how flat Fed rates are forcing investors to look for yield in unlikely places, and why Ethereum's staking yield is becoming a macro signal. They also get into the gap between the front end and the long end of the yield curve, and what that means for stablecoin treasuries. Plus, Luna brings up the recent implosion of an…
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