Phase II – Bankless Onchain [New Mints]

Jerome Powell and the Federal Reset is about to cut rates, but the question on everyone’s mind is… What happens next?

Alfonso Peccatiello, known as "Macro Alf," is a macroeconomic analyst and investment strategist and he’s joining the pod to help us figure this out.

- Are these rate cuts just in time or too little too late?
- Is the Fed cutting by 25bps or 50bps?
- Will we get a recession or the soft landing the FED is hoping for?
- What will happen to crypto assets?

We discuss all this and more with Macro Alf, one of the top minds in macro out there.

------
TIMESTAMPS

0:00 Intro
3:02 The Fed is Behind the Curve
9:49 Why Haven’t Things Broke?
16:18 Bad News are Actually Bad News
21:38 Fed Rate Cut Prediction
26:42 Elizabeth Warren’s Letter
31:05 Market Reaction
38:54 How to Prepare
49:19 Probability of Recession
50:47 Debasement
1:01:05 Monetary Plumbing
1:05:08 Debasement Assets
1:07:45 Closing Thoughts

------
RESOURCES

Maro Alf
https://x.com/MacroAlf 

Alf's Institutional Research Free Trial
https://docs.google.com/forms/d/e/1FAIpQLSfzLZS_8sWjyuqzDgJb9OQC_pSAoOjz6GVgsB0UIGzLELMSFQ/viewform 

The MacroCompass
https://themacrocompass.org/ 

Monetary Plumbing Chart
https://x.com/MacroAlf/status/1834938859848634440 

------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures⁠ 

Fed Rate Cut: Is This When Crypto BOOMS?!