Ambre Soubiran is the CEO of Kaiko, a leading provider of institutional grade cryptocurrency market data. In this episode of Bitcoin Macro, CoinDesk’s head of strategy Nolan Bauerle talks with Ambre about:

The “macro” origins of bitcoinThe uniqueness of a financial asset that has what amounts to a diminishing supply over the long termThe shifts in the bitcoin narrative over timeWhy the ICO boom was a seminal moment for external markets to gain more interest in the cryptocurrency spaceWhy the role of bitcoin as a safe haven is contextual to local politics and economicsWhy HODLing behavior shows the promise of bitcoin as a future safe havenThe immediate-term risks to bitcoin in the case of a global recessionWhat order book data suggests about the state of the markets.