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SALT New York 2024: Michael Novogratz Says Bitcoin Could Reach 25% Of Gold’s Market Cap

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Jacob Wolinsky
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Michael Novogratz
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Below are notes from the SALT iConnections New York 2024, which took place on May 20. The panel was titled "The Macro View: A Conversation with Mike Novogratz," featuring Michael Novogratz.

SALT iConnections New York 2024: Michael Novogratz

  • Populism: Discussed the influence of populism on the cryptocurrency market.
  • Political Climate:
    • Democrats and Crypto: Observed that Democrats generally oppose cryptocurrency, though recent votes may indicate a shift in this stance.
  • Progressive Nature of Crypto: Highlighted that cryptocurrency is progressive as it eliminates the need for intermediaries, streamlining financial transactions.
  • Influence...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.