Bitcoin & Markets

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode is about current events in bitcoin explored in a sweeping narrative form, including discussion of Michael Saylor and Microstrategy, CPI vs Shadow Stats vs Chapwood Index, the unimportance of M2 as a measure of money. Then we read through an article about the "Fab 4", a proposed semiconductor...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode goes over all the macro charts you can find below (bitcoinandmarkets.com/e289), plus a discussion on how the market picks the money it uses. It's not as simple as saying X,Y,Z properties are best for a money at all times and places. The macro environment changes through time. Some money will...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode covers macro headlines about oil and PCE for November. I walk through exactly why a hard recession is unlikely in the US, as economic activity is coming off a HUGE nominal number as CPI is crashing. This creates the feeling of free fall in the economy but real GDP can actually stay positive....

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode covers several topics including repo rates, US GDP and what it means for the end of the year, drawing some conclusions about the timings of the coming recession, and lastly we have a robust listener comment section about altcoins and bitcoin. Links #bitcoin #macro #geopolitics ---- Disclaimer...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode is a free form show. I cover serveral unrelated topics. First, is the current developments in the oil market, where production is up to 12.26 million bbl/d in the US, which is being offset by the decline in releases from the Strategic Petroleum Reserve, creating a net neutral supply condition...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I cover the big news of the week for macro and that is the relaxation of yield curve control in Japan. I cover a few charts up front, that you can find below on bitcoinandmarkets.com/e285/, then read through some mainstream coverage of the event, and finally read through my own post from...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I listen to a part of a recent Rabbit Hole Recap with Marty Bent and Matt Odell. In it they discuss inflation, monetary policy, Treasury yields and more. It is full of confusion and fallacies, so I set the record straight. Next, I go through two recent news items regarding the Federal Res...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I read through the weekly newsletter that was delayed this week. It usually comes out on Mondays, make sure you are subscribed! I discuss the main headlines for the week that effect bitcoin from the macro and popular side of things, and go on many tangents. Next we cover price, you can fi...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I discuss Senator Elizabeth Warren's new anti-bitcoin bill introduced in Congress this week. It is atrociously bad, being Unconstitutional on multiple levels, and will go nowhere. It does a great job of outlining what the dystopian hell hole a CBDC will be. Next, I talk about the recent J...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In today's episode, I include two live streams from Tuesday together. I heavily edited them for time and clarity. The first one is a live reaction to the CPI. The second is a wide ranging talk on why the market seem so counterintuitive at the moment. At the end, I go into a long exposition about misplaced na...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode is about the busy week ahead for macro and bitcoin. The US CPI comes out tomorrow, and the FOMC rate decision on Wednesday. I give some background and my latest prediction. The main part of the show is listening to a recent post by George Gammon on his YouTube channel (linked below or on bitc...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter Today's episode is a free flowing discussion about the news of the day. I take several posts I made in Telegram, and expand on them, including a crazy tweet about ethereum being ultra sound money. At the end of the show I take a few questions from listeners on Telegram, who ask about Tim Draper's price predi...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I comment on the bitcoin price and then get into a tweet from disingenuous Udi. That takes me on a twisting rant about "crypto" and the entire space. Enjoy. Links with Cory Klippsten calling out "crypto" journalist scammers #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoi...

Full show notes with links and charts: Telegram Twitter  for Spaces! FREE weekly newsletter In this episode, I go through several comments by my community on Telegram. Then we talk the bitcoin chart a little bit. After that, I read the abstract of the Fed's new paper on retirement and discuss. Finally, I read through my article for Bitcoin Magazine. After recording, my article was then repost...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I summarize my weekly newsletter and discussion credit in a post-bitcoin world. I spend a lot of time usually talking about how credit works today and how it will change going into a bitcoin world. But once bitcoin has won, what will credit look like? Some people think there will be very lit...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I react to a tweet thread by Danial Batton about the recent ECB blog post attacking bitcoin being a sign that the indirect attacks on bitcoin through proxies have failed, so the ECB has resorted direct attacks. In it he frames central banks as the big bad evil in the world. My take is slight...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, we cover a few charts like bitcoin, stocks and Treasury yields relative to the fed funds range. Next, I cover a few headlines. The first is that Neurolink is 6 months from human trials. Second, the extra-legal trick of the Biden White House, forcing his programs to be shot down in court. The...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I start with the bitcoin chart (you can find at bitcoinandmarkets.com/e272/). I try to quickly move through the S&P 500, Oil, Treasury yields, and the US dollar index (DXY) charts. The main part of the show is reading through and commenting on the ECB's latest hit piece on bitcoin. Overa...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I discuss the daily news around bitcoin, macro charts, have a quick debate about credit in a bitcoin world, peak oil demand, why the government uses CPI instead of just counting the money?, and finally, Apple helping communists across the globe. Links #bitcoin #macro #geopolitics ---- Discla...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter This episode is a combination of two streams I did on on Monday November 28, 2022. The main topic was Jason Lowery's positions on Proof of work as violence and his appearance on Marty Bent's podcast. Of course, I hit many other topics like Tether, general FUD in bitcoin right now, credit, and how the future...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I cover a wide range of topics that come from my posts in the telegram channel. Things like drone attacks on shipping vessels, demographics and fertility rates. Then I read through a piece from Politico where they interviewed Matthew Ferranti, professor at Harvard and recent author of the pa...

Full show notes with links and charts: Telegram Twitter for Spaces! FREE weekly newsletter In this episode, I go deeper into the Genesis, Digital Currency Group (DCG) and FTX connection. We discuss several important macro charts I included on the main show notes page, like Bitcoin, the dollar, the Hong Kong dollar, stocks and gold. Lastly, I read through an article about the shortage of young work...

Full show notes with links and charts: Telegram Twitter https://twitter.com/AnselLindner for Spaces! FREE weekly newsletter In this episode, I go through my current newsletter starting from the FTX contagion and my thoughts, then to macro including China updates and the viral Georgia Meloni verbal attack on France, breaking down why she is amazing but wrong in this case about Burkina Faso. Lastly,...

Full show notes with links and charts: Telegram In all PODCAST apps, search "bitcoin and markets" Twitter for Spaces! FREE weekly newsletter Dylan LeClair on Silvergate Happy Friday live stream! Today we talk about Silvergate being THE major bank for exchanges in the bitcoin industry and possible issues. We then dive into chart a little, including a tweet by @Chigrl about copper. I read an article...

Full show notes with links and charts: Telegram In all PODCAST apps, search "bitcoin and markets" Twitter for Spaces! FREE weekly newsletter Back with another live stream, this one focused on FTX drama, bitcoin development discussion around RBF, Bitcoin mining investments, and more. I kind of start rambling at the end, but it's a good one. on the John Jay Ray III finding the crazy state of FTX #bi...