Geopolitics

The really wild that about this election is that the Harris team is building a campaign apparatus in basically 90 days, which is a long time for the rest of the world used to 5-6 week election campaigns, and insanely fast for the US and our multi-year death march campaigns.

Former SEC/CFTC/House&Senate staffer. Now Policy@Paradigm. Perennial Optimist.

Hard to say whether its bearish or bullish for Dems becoming pro-crypto, but this focused pressure seems to be at least requiring them to engage for the first time and reducing the odds they decide to be overtly negative (since they’re struggling to analyze downside risk of doing so on the fly).

This also means Harris’ view of crypto is being rushed. Rather than the usual multi week to month process of slow analysis and engagement, Harris is having to shoot from the hip because the Biden team never paid enough attention to crypto and Trump is forcing the issue into the press.

A kinda unique hybrid incumbent positioning no? Figure the campaign would largely be a lift and shift from Biden w some opportunity for policy “upgrades”