Noelle Acheson
Noelle Acheson is a macro and crypto analyst best known as the author of Crypto Is Macro Now, an independent newsletter and research project focused on the deepening overlap between crypto markets and the global macro landscape. After a decade in traditional capital markets and 13 years running an e-commerce company she founded, she discovered Bitcoin in 2014 and joined CoinDesk in 2016, where she created and ran its research department and wrote the Crypto Long & Short newsletter. She later served as Head of Market Insights at Genesis Trading before leaving in 2022 to focus on her own research. She is a frequent commentator on market structure, stablecoins, and monetary policy across crypto media and mainstream financial outlets.
31 talks by Noelle Acheson
- The BLISS Trade Replaces Trump’s TACO, Kevin Warsh, and Why Inflation Isn't Going Away: Bits + Bips
- The BLISS Trade Replaces Trump’s TACO, Kevin Warsh, and Why Inflation Isn't Going Away: Bits + Bips
- Kevin Warsh Takes Over the Fed. Here's What He Actually Can Do.: Bits + Bips
- Structural Stimulus Has Replaced the TACO Trade
- Everyone’s Pricing a Fed Rate Cut. Here’s Why They Might Be Wrong
- Bits + Bips: Why the Market Is 'Overreacting' to the Jobs Data
- Who Are the Winners and Losers of the New Stablecoin Law in the U S
- Bits + Bips: What Separates the Best Crypto Treasury Firms From the Rest
- Bitcoin Moons, Can Banks Win Stablecoins & Will ICOs Boom? Bits + Bips
- Crypto is macro now: Bitcoin's role in the new global order
- Why Perps Will 'Eat the World' + Tokenized Stocks - Bits + Bips
- Bits + Bips: Bitcoin Brushes Off Another War & Will Powell Relent on Rates?
- Bits + Bips: Is the Crypto Treasuries Trend a Bubble Waiting to Burst?
- Why Rate Cuts Are Less Likely Soon, but Crypto Looks Good - Bits + Bips
- How to Reignite Market Confidence Amid Tariff Turmoil - Bits + Bips
- Could Trump's Tariffs Bring About a Recession Like 2008? - Bits + Bips
- Animal Spirits in Crypto and Equities Roar Back - Bits + Bips
- Why the Stock Market Wipeout Might Not Achieve What Trump Wanted - Bits + Bips
- Bits + Bips: Why a US Strategic Crypto Reserve Doesn’t Even Make Sense
- Markets Are Down Bad. When Will Crypto Recover? - Bits + Bips
- Bits + Bips: Could the LIBRA Scandal End the Memecoin Craze?
- How Trump’s Tariffs Are Bullish for Bitcoin Both Long- and Short-Term: Bits + Bips
- Debate: Is Trump’s Memecoin a Gift or a Grift? Bits + Bips
- Bitcoin Hits All-Time Highs, and MSTR Joins the Big Leagues: Bits + Bips