Summary
In this live Canary Capital webinar, Steven McClurg and Josh Olszewicz analyze the macro shifts and crypto dynamics following Jackson Hole. With rates, inflation expectations, and global liquidity at pivotal points, the discussion explores how these forces connect to Bitcoin’s late-cycle positioning, altcoin prospects, and the broader digital asset landscape. From yield curve signals to pending ETF approvals and the rise of digital asset treasuries, this session offers a forward-looking view of Q4 market drivers.
Key Topics
• Rates & Inflation Post-Jackson Hole – What the Fed’s messaging means for markets heading into Q4
• Dollar Weakness & Global Liquidity – Why flows are shifting and what signals to watch
• Yield Curve Lessons – Interpreting curve dynamics for investors positioning ahead
• Bitcoin’s Cycle Stage – The “7th inning stretch” and BTC’s role in the late phase of this cycle
• Altcoin Outlook – What catalysts could drive rotation into non-BTC digital assets
• ETF Decisions & Digital Treasuries – Pending U.S. approvals and the growing role of treasury companies
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