Ambre Soubiran is the CEO of Kaiko, a leading provider of institutional grade cryptocurrency market data. In this episode of Bitcoin Macro, CoinDesk’s head of strategy Nolan Bauerle talks with Ambre about:
The “macro” origins of bitcoin
The uniqueness of a financial asset that has what amounts to a diminishing supply over the long term
The shifts in the bitcoin narrative over time
Why the ICO boom was a seminal moment for external markets to gain more interest in the cryptocurrency space
Why the role of bitcoin as a safe haven is contextual to local politics and economics
Why HODLing behavior shows the promise of bitcoin as a future safe haven
The immediate-term risks to bitcoin in the case of a global recession
What order book data suggests about the state of the markets.
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