Big Calls For 2024 & Beyond | Will Clemente & Felix Jauvin
Vložit
- čas přidán 11. 06. 2024
- Follow On The Margin On Spotify: spoti.fi/46WWQ6T
Follow On The Margin On Apple Podcasts: apple.co/3UsnTiM
Follow Blockworks Macro On CZcams: bit.ly/3NKpujX
--
This week, Will Clemente & Felix Jauvin of Reflexivity Research join the show for a discussion on the setup for both macro & crypto heading into 2024. To hear all this & more, you'll have to tune in!
--
Follow Will: / wclementeiii
Follow Felix: / fejau_inc
Follow On The Margin: / onthemarginpod
Follow Michael: / mikeippolito_
Follow Blockworks: / blockworks_
Follow Felix's Substack: degenmacro.substack.com/
Follow Reflexivity Research: reflexivityresearch.com
--
Referenced In The Show:
The Damped Spring Report: dampedspring.com/wp-content/u...
--
Digital Asset Summit 2024. Use Code: MARGIN20 for a 20% discount. Prices go up in January! blockworks.co/event/digital-a...
Research, news, data, governance and models - now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research www.blockworksresearch.com/
--
Timestamps:
00:00 Introduction
00:35 Inflation & Rate Cuts In 2024
05:04 DAS London Plug
06:21 The Rise Of Fiscal Dominance
09:38 Do Deficits Matter?
19:04 Bitcoin
24:17 Blockworks Research
25:05 Will We Ever See Another Bull Market Like 2020/21 Again?
30:24 Ethereum
34:13 Solana
39:05 Coinbase
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets. - Zábava
Thanks guys!
Brilliant discussion
Great job. I genuinely enjoy your pod.
fantastic GREAT video!!!! 🎉 thanxxx a lot to all 3
Yes I heard about Staxum and Binance listing in January.
Real rates.
Will is a dawg
When was this recorded???
Hyped project guys, I believe Staxum will go 50x in next 30 days
I agree with you guys about Staxum, bullish!
I'm having a difficult time converting from Bear to Bull, especially with interest rates on short term treasuries. Rate cuts are an indicator that the Fed predicts economic turbulence in the near future, interpreting it as a bull signal is a mistake. It seems like the greatest opportunity is to wait and see with plenty of powder to buy the dip.
IMHO, you ll miss out on 2 waves. The first wave is up after the SPX all time high (somewhere between 5500-6500). The second wave is down, and shorting at the SPX peak, for example with leveraged inverse ETF's, and making gains while many are selling.
At an estimated bottom, your portfolio has increased by x times.
Then you can use it to buy all sorts of stuff.
(Me myself personally *NFA DYOR*) during this estimated bottom am buying
- high dividend miners like RIO
- high dividend and grow stocks in commodity companies (apart from miners)
- already healthy REITS who function well in a during high percentage interest rate
- some disruptive tech companies (with very little debt) to play the boomers-take-pension-and-we-have-too-little-workforce-development and ARK's view on the coming 5 years
- solid crypto projects and top crypto miners
It's an extremely high risk play, be aware if you follow this strategy you could easily loose it all, better said it's an (estimated) bet, which you could stabilize with some gold/silver, which are both undervalued and likely to stay the same or increase.
Ofcourse NFA and DYOR.
Agreed. Same here. However, it is difficult to sit and watch the hype from the sidelines. Hopefully our patience pays off.
I agree but you gotta play what you see. I’ve played with around 15% of my money. Great gains but was always cautious. All out by v early Jan then wait for ETF effect. Expecting it to tumble 😮
Trend traders are doing alright following the rally but investors and swing traders are holding. I’m with you I’m just going to wait.
Households also maxed out until tax limits reset in 2024
Awesome insights, guys! Heard Fuse Minerals is making waves with their lithium and rare earth minerals exploration projects in Australia. Any chance we could get your take on their IPO and potential in one of your future videos?
You can't have 4% inflation be normal. People's wages need to go up substantially to maintain their meager living
My picks are ETH, BTC, XRP and STAXUM for 2024
Many AI sector stocks surged over 100 % to 400% in 2023.. How much more Gains arriving in 2024 and beyond. * SOUN.. SoundHound.. leaped 4 % Today..Strong 52 % 3rd qt revenue increase...* SYM.. Symbotic...* PLTR.. Palantir..* BBAI.. Big Bear Ai, more.. Long-term Wealth-building investment strategy in 2023.? Thumbs UP video / comment.. Thanks.
The halving from technical perspective doesn't bring inflation of BTC that much, it's more to the demand that is created :) love the pod
Bitcoin is a global revolution in how we store value. And it’s just getting started.
Bitcoin (BTC) for money. Filecoin (FIL) for decentralised data storage. Both vital for humanity.
If I had any Sol gains I would be now re-investing into Filecoin but either way Bitcoin is the big daddy where the big boys of finance are about to deploy.
To anyone scrolling through the comments - Staxum is the real deal. Don't miss the train!
Never heard of it
SOL is cheaper than ETH but has more outages and is more centralized. Aside from that look at the SOL-ETH pair and it simply looks like an ETH bleeder. Might not be but looks like it just might be.
the 15-17 run was much better than 20-21 bull lets be honest here .
Early on there was a website that gave out 5 free bitcoins if you filled out a CAPCHA.
You were lucky to be in it. I never heard of crypto until 2020
@@stevehughes3984 I was not lucky to be in it. I was way early, but I didnt have the spare cash at that point in my life, so I didnt make much.
My greatest concern is how to recover from all these economic
and global troubles and stay afloat especially with the political
power tussle going on in US. The government has really called
things more difficult for its citizens, and we can't sit back and
bear all the consequences of the bad governance. We need to
take our financial life serious... I recommend stock market
investment and digital currencies
If you want to be successful, you must take responsibility for your
emotions, not blame others. In addition to making you feel more
guilty about your faults, pointing the finger at others will only serve
to increase your sense of personal responsibility. There is always
a risk in every investment, but people still invest and succeed. You
must look outside if you want to be successful in life..
The first step to successful investing is determining your
goals and risk tolerance, either on your own or with the help
of a financial professional, but it is highly recommended
that you use a professional.
There is nothing better than hiring an expert in any trade,
selfishness and greed have deterred many from doing this
and they ended up suffering a huge loss.
Well l've been trying to get a good broker who can be able to
tell me how to go about digital currencies. Can anyone tell
me about one?
As a newbie you'll need to invest in a company that is
working towards sustainability, like that of expert helen
jackson and her abilities in handling investments are top
Classic >
Bitcoin for decentralised money. Filecoin for decentralised data storage. Both vital for humanity. Both huge long term solid adoption curves ahead and massive exponential demand for data storage in the years ahead.
In the long run I would suggest avoiding alt speculation and simply keep stacking into BTC and FIL for long term and consistent gains over time.
Your ADs are annoying af
We get it
Das London cool bro
Gold just hit 2087 today. Just saying.
Will became a $hitcoin VC aka scammer. So sad and disappointing...
Totally thought this guy was dead.
1 Bitcoin transaction is equal to an entire UNIVERSE worth of energy. Thats pretty wasteful.
#FACTS
Keep Learning Will, you're doing well...
Guys, bots and trading is a waste of time. It is much better to invest in presales like Staxum, wait few months and get 50x your investment.
lmfaoooo the YT scam ad of deep fake Saylor inbtwn the pod 😸
SOL > ETH
Both shit.
Why don’t you guys get that decentralization is by far the most important aspect of crypto? Sol feels like the next Luna. Don’t get a tattoo.
Ethereum is the casino chip for the biggest game in town, but also an oil that lubes the USDC railroad.
Dxy not going down without a fight and we'll do the typical bamboozlement when enough overleveraged longs are locked in
SOL went up 15x off of the lows... lol.
Will Clemente is a 🤡
Correct.
Mike and ETH suck
Eth is trash. A unregistered security that masks as a “currency/commodity” but is just a tech company with a token.
It’ll continue to trend to zero in BTC terms
Dont be upset if missed this rally. I caught the bottom and Im selling / getting out here.
I got out b4 xmas - when gold spiked on 3rd December - now sitting, waiting for a pull back - will review it in February. This market is volatile and no place for an amateur like me - I do not have the nerves or the conviction for it.
Trump? Seriously? Amateur
Agreed.
80 million mark bread Novermber 15th, 1923
260 million mark bread December 1st, 1923
Yes I heard about Staxum and Binance listing in January.
I agree with you guys about Staxum, bullish!
Guys, bots and trading is a waste of time. It is much better to invest in presales like Staxum, wait few months and get 50x your investment.