Bitcoin & Markets

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter 50% off Premium Market Pro In today's episode, we listen to an interview on CNBC with SEC Chairman Gary Gensler about their enforcement action against Kraken. It has really caused a lot of waves in the bitcoin ecosystem, almost completely contained to the scam coin side of the house. Next, I dive into a few numbers out...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, I read through a couple articles. The first one is on the oil market and the HUGE inventory builds we have been seeing over the past several weeks. The second half of the episode is catching up on the progress on CBDCs, this time from the UK. Enjoy. Links --- Disclaimer: The content for Bitcoin & Mar...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, I react to Powell's interview at the Economic Club of Washington D.C. Many people were wondering if Powell's tone was going to change since the week before's FOMC press conference, given the Jobs Report came out and showed major tightening of the jobs market. After I react to that interview, I read t...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, since it was recorded on Monday, my newsletter day, I concentrated on a few stories I was writing about. The Live show was quite a bit longer, so make sure you join us on YT, Twitter, or Telegram. The main topic is the Ordinal debate. This public conflict is blown way out of perportion, and reminds m...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, first, I go over a few things that my community is posting about over on Telegram. The main part of the show is a reaction to James Rickards' recent blog post about the Digital Dollar Project. He warns that "Biden Bucks" are only a month away. My detailed response lays out why he's VERY wrong, sellin...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter Today's episode is a LIVE reaction to the FOMC policy decision drop and market action on February 1, 2023. Enjoy. Links #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research.

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter Today's episode covers mainly my thesis on peak oil demand. Before we get into that though, we have a much deserved laugh listening a song written by on twitter. At the end of the episode, I respond to a question about CPI and read through an article attacking CPI's accuracy. I said it in the show, but I'll say it again...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter Today's episode is a wide ride. I start by giving a long introduction to my theories and process. I then cover the current macroeconomic situation through charts, like bitcoin, the S&P 500, oil and more. I compare commentary by Ray Dalio and Neil Howe on bitcoin and bitcoin arguments. Ray Dalio, who I don't agree wi...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, I once again take on Zoltan Pozsar in his latest short article for the Financial Times. It's filled with the same old dribble about magically supplanting a unique post-WWII globalized system led by Washington, with the same thing led by Beijing. Of course, this is silly. I do believe that the interna...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, after a run through the charts you can find below or on bitcoinandmarkets.com/e307/, I listen to Biden's latest speech about sending tanks to Ukraine. I don't concentrate on the tanks through, I concentrate on the rhetoric about unity in the West. "We are fully united," he says. Of course, we all kno...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode I talk about the deadlock in the markets. There is massive uncertainty on concern about this year. Are we heading into recession? Is the bottom of this market about to fall out? Is the Federal Reserve going to crash this market? I then read through a Peter Schiff blog post and use it to discuss the cr...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode I talk about the total failure of the Davos 2023 agenda. I also discuss the evolution toward a bitcoin standard that we are likely to see, and the Brazil talks with Argentina about a common currency are a symptom of this evolution. Eventually, large countries will start landing on the solution of bitc...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode I talk about the bitcoin pump and go over the charts and try to forecast what is coming next for bitcoin and the economy. I touch on the China reopening narrative and why it's flawed. Finally, I read through an article about the what Lael Brainard, Vice Chair of the Federal Reserve, said recently in a...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode I cover the bitcoin price and the surprise announcement by the US Department of Justice of a international enforcement action in the bitcoin industry. We cover a lot of topics starting from this speech, offering a lot of insight into the bitcoin market. Enjoy. Links #bitcoin #macro #geopolitics Discla...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode I cover the bitcoin price action and some macro charts, but then quickly get into the main topic for the episode, the coinciding of the bitcoin price pump and the FAA outage in the US. This incident was the first time since 911 that all air traffic in US airspace was grounded. Officially, it was an ov...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter Today's episode is all about Davos, their Marxist history and their evil future plans for the world. I read through an article from Off-guardian.org and click through to all the associated citations. The new tagline for the WEF schemes are "a new system". They've dropped "the great reset" and are making a massive effort...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter Today's episode is bitcoin price extravaganza. The bitcoin price has pumped. I talk live about what this move means, what other historic moves does this compare to, and where is it going from here. Next, I discuss what is going on with the SEC vs Gemini and the Winklevoss twins. Lastly, I talk about the Bank of Japan an...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter Today's episode is a live reaction to the US December CPI drop. Join us on CPI release days on YouTube, Twitter and Telegram. Enjoy. Links #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research.

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, I talk through the bitcoin price and then hit on a few interesting articles. The first is about the Federal Reserve trying to create a reverse wealth effect by crashing the stock market. The second is an update on the oil market. The final article is revisiting Powell in Sweden and tying it back into...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, I play and respond to Peter Zeihan's embarrassing opinions on Bitcoin from his interview on Joe Rogan. Enjoy. Links #bitcoin #macro #geopolitics Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research.

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter In today's episode, I cover some exciting macro chart (you can find those below or at bitcoinandmarkets.com/e295), and then I do a reaction to one of Saifedean Ammous's most recent podcast episodes where he interviews Gale Pooley. I disagree with my of their arguments about "superabundance", instead calling it "overabun...

Full show notes with links and charts: Telegram Twitter FREE weekly newsletter YouTube In today's episode, I stream to Telegram, my new YouTube channel and Twitter Live. Big deal for me. Topics are general macro charts including the dollar DXY, Oil WTI and Bitcoin. After that, I cover the US ISM manufacturing data, this is like the US PMI. Lastly, I talk about the German CPI numbers for December b...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I cover the big story about Bitcoin Core developer Luke Dashjr losing bitcoin to a hack of his laptop. We read though a news story about it and I make some commentary. Next, we cover a few other items from this week's newsletter, the Bitcoin Fundamentals Report. Enjoy. Links #bitcoin #mac...

Full show notes with links and charts:   Telegram   Twitter for Spaces   FREE weekly newsletter   Happy New Year! In today's episode, I read through a couple tweet threads about bitcoin and macro. The first is from Alistair Milne talking about halving cycles and 2023, along with some big predictions for the new year. The second thread, is by Stack Hodler and talks about the epi...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I read through a couple pieces. The first, from Mish, is about the nature of inflation and deflation. He unexpectedly paints a deflationary picture. The second piece I read through, and the majority of time during this episode, is Zoltan Poznar's most recent dispatch. Oh brother, do I hav...