E32 - China, Animal Spirits, and an H2 Bitcoin Comeback

In Search of Green Marbles

If you attend a crypto conference these days, you’d be hard-pressed to find many people who are bullish on Bitcoin as we head into the second half of the year. But Weiss’s Jordi Visser doesn’t look at the largest crypto asset like others do. He sees Bitcoin as part of a macro story that features China in a starring role.

Today, G3 talks with Jordi about the green marbles he’s found on why Bitcoin and China are linked, and we’ll also discuss the role played by animal spirits. So please stick around, check important disclosures at the end of the podcast and get ready for one of the most bullish takes on Bitcoin you’ll find just about anywhere.

Resources:

• The Morning Seeds
• China’s Big Tech is poised for a reprieve
• How UST broke and what’s next for Terra

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