Macro, Liquidity and the Digital Asset Shift: A Deep Dive with Jamie Coutts (Real Vision)

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In this episode of The Exchange, Tim Whybourne sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision, for a wide-ranging conversation on the forces reshaping global markets and the digital asset landscape.

Jamie shares his journey from traditional finance to Bloomberg Intelligence and Real Vision, explaining how macroeconomics, liquidity cycles, and technological innovation now intersect to drive market behaviour. He breaks down the “great debasement,” the role of debt and liquidity in asset performance, and why digital assets increasingly sit at the crossroads of macro, technology, and monetary policy.

The discussion explores everything from institutional adoption and real-world asset tokenisation to the rise of AI agents, blockchain infrastructure, and the frameworks Jamie uses - from on-chain fundamentals to Metcalfe’s Law - to analyse the space.

Whether you’re curious about digital assets, interested in how macro trends shape modern portfolios, or looking to understand the next wave of financial innovation, this episode offers a grounded, research-driven perspective from one of the industry’s leading analysts.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.