Share this article

Bitcoin, Bank Coins and Bonds, feat. George Goncalves

A macro and bond specialist joins NLW to discuss the economics of 2021.

Updated Sep 14, 2021, 10:48 a.m. Published Dec 28, 2020, 7:00 p.m.
Breakdown 2020-12-28 - George Goncalves

A macro and bond specialist joins NLW to discuss the economics of 2021.

STORY CONTINUES BELOW
Don't miss another story.Subscribe to the Crypto Daybook Americas Newsletter today. See all newsletters

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, iHeartRadio or RSS.

This episode is sponsored by Crypto.com and Nexo.io.

Download this episode

George Goncalves has been a macro analyst specializing in bonds for more than 20 years. In this conversation, he and NLW discuss the story bonds are telling the market and why central bank digital currencies are likely to have an important part of the macro conversation in 2021.

Find our guest online:
@bondstrategist

See also: The Bond Market Is the Truth Teller No One Heeds, Feat. George Goncalves

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, iHeartRadio or RSS.

More For You

Forget $80k: Michael Terpin warns bitcoin could revisit the $40,000s before a real recovery

Transform Ventures CEO Michael Terpin at Consensus Hong Kong 2026 (CoinDesk)

Terpin argued that bitcoin’s post-halving bubble followed its typical arc and says history suggests the market may still face another wave of pain.

What to know:

  • Michael Terpin says the bull market peak came in the fourth quarter after the halving, in line with prior cycles.
  • While dismissing $80,000 and $60,000 bottom calls as premature, he sees the potential for bitcoin to revisit the $50,000s or even $40,000s in a fragile market.