Tim Whybourne
13 January 2026


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.
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Emanuel Whybourne & Loehr Pty Ltd (ACN 643 542 590) is a Corporate Authorised Representative of EWL PRIVATE WEALTH PTY LTD (ABN: 92 657 938 102/AFS Licence 540185).Unless expressly stated otherwise, any advice included in this email is general advice only and has been prepared without considering your investment objectives or financial situation.
There has been an increase in the number and sophistication of criminal cyber fraud attempts. Please telephone your contact person at our office (on a separately verified number) if you are concerned about the authenticity of any communication you receive from us. It is especially important that you do so to verify details recorded in any electronic communication (text or email) from us requesting that you pay, transfer or deposit money, including changes to bank account details. We will never contact you by electronic communication alone to tell you of a change to your payment details.
This email transmission including any attachments is only intended for the addressees and may contain confidential information. We do not represent or warrant that the integrity of this email transmission has been maintained. If you have received this email transmission in error, please immediately advise the sender by return email and then delete the email transmission and any copies of it from your system. Our privacy policy sets out how we handle personal information and can be obtained from our website.


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