Everything on Macro Strategy

Governments should define games with positive externalities and then exit the arena. State intervention often inflates costs, whereas clear rules enable competitive markets to drive efficiency.

Impact: Policymakers can foster economic growth by creating boundary conditions for entrepreneurship rather than managing outcomes, reducing bureaucratic drag.

— from Shopify CEO on AI, Leadership, and Market Efficiency · The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 04, 2026

Crypto assets are demonstrating resilience during geopolitical volatility, with Bitcoin tracking the strengthening dollar while equities and commodities face drawdowns.

Impact: Reinforces the narrative of crypto as a portfolio stabilizer, attracting capital seeking diversification during periods of macroeconomic uncertainty.

— from SEC/CFTC Taxonomy Shifts Crypto Institutional Landscape · The Milk Road Show· Mar 27, 2026