Validation Cloud's CSO Alex Nwaka sits down with Kevin Batteh, a Partner at D.C.'s Delta Strategy...
Alex Nwaka sits down with Noelle Acheson, crypto-macro analyst and author of Crypto is Macro Now, for a conversation on the intersection of crypto and macroeconomics. With a career spanning traditional finance, entrepreneurship, and research leadership at CoinDesk and Genesis Trading, Noelle shares her expertise on the crypto-macro environment. Together, they explore institutional adoption, the role of stablecoins, Bitcoin’s place in a fractured global system, and how crypto is shaping macro trends.
Noelle Acheson is the author of Crypto is Macro Now, a leading newsletter on crypto and macro trends. Noelle was previously Head of Research at CoinDesk and Genesis Trading, and began her career in corporate finance and fund management before launching one of Spain’s early e-commerce startups. Today, Noelle is widely regarded as one of the most insightful voices bridging macro and crypto.
Episode Overview
- Noelle shares her journey from traditional finance and entrepreneurship to discovering Bitcoin in 2014.
- Noelle explains how crypto is increasingly shaping, not just reacting to, global macro trends.
- Why institutional skepticism persists despite growing adoption and regulatory progress.
- How stablecoins are expanding dollar influence globally, but also triggering geopolitical friction.
- Why Bitcoin’s role depends on perspective—it can be both a risk asset and a long-term safe haven.
- An explanation of traditional market signals breaking down amid engineered macroeconomic shifts.
- Noelle shares why she is optimistic about U.S. regulatory progress, especially on stablecoins and market structure.
- Noelle's High Stakes Hot Take
About Validation Cloud
Validation Cloud is the AI platform powering Web3 finance. The company delivers products across Data x AI, Staking, and Node API—trusted by billions in staked assets with #1 global node performance. At its core is Mavrik, the proprietary intelligence engine that reimagines how institutions interact with and analyze Web3 data.
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