How Do You Time Altcoin Season Based on Macro? w/ Andreas Steno Larsen

While retail sentiment wallows in the depths of despair after the
$TRUMP debacle and other memecoin crashes, institutional
investors are rubbing their hands together in anticipation. What
do they know that you don't? Today on The Milk Road Show, we sit
with Andreas Steno Larsen, CIO at Steno Global Macro Fund and CEO
at Steno Research. He reveals why focusing solely on the
Treasury's actions is a rookie mistake and shines a light on two
other powerful forces driving liquidity into the market.





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Helpful Resources


PRO | How to check the market’s pulse 🩺


https://themilkroad.beehiiv.com/p/how-to-check-the-market-s-pulse





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GUEST INFO


Andreas Steno Larsen:https://x.com/AndreasSteno


Steno Global Macro Fund:https://www.stenoglobalmacro.com/


Real Vision:https://www.youtube.com/@RealVisionFinance





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TIME POINTS


00:00 - Intro


01:40 - How is money created in the economy?


05:29 - What upcoming catalysts could bring liquidity?


08:29 - Is the upcoming liquidity significant?


11:44 - When can we expect liquidity?


16:28 - Should we expect liquidity from the public system?


19:44 - Should we worry about tariffs?


20:59 - Other bullish macro factors


23:50 - How do you time altcoin season based on macro?


27:52 - Andreas's thesis for 2025





Disclaimer


The information presented in this video is for educational and
informational purposes only. It should not be considered as
financial, legal, or tax advice. The views and opinions expressed
by the speakers, are their own and do not constitute professional
advice. Investing in cryptocurrencies carries significant risks,
including the potential for substantial losses. Viewers should
consult with a qualified financial professional before making any
investment decisions.