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 of China regarding their credit creation in December. It was huge. They have resorted to pumping up their economy with MASSIVE credit injections, dictated straight from the central Communist Party. Enjoy. Links --- 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 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 & Markets shall not be construed as tax, legal or financial advice. Do you own research. #bitcoin #macro #geopolitics    

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 through a story about lending in the US is falling off a cliff. Tightening lending standards mixed with crashing demand for loans. 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. https://bitcoinandmarkets.com/disclaimer/

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 me a lot of the scaling conflict in 2016. I also cover some of the uncomfortable truths about bitcoin scaling and discuss who we might look at them in the future. Lastly, I quickly cover the China Spy Balloon story again. Not that big of a deal either, other than it shows globalization/international trust and cooperation is gone. 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, 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, selling fear, and what is actually going on with a US Dollar CBDC. Enjoy. Links Jim Rickards #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 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 here, I'm not defending the precise accuracy of CPI, only that it is generally correct and the best thing we have. 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 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 with often, is sounding much smarter than Neil Howe on this topic. Lastly, I discuss at length my thoughts on culture versus technology using a twitter poll by Steven Lubka. Overall, this is a broad and fun show. Enjoy. Links about financial conditions #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 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 internationalized era where almost every country sang Kumbaya together, gorged on productive credit, and grew rapidly is over. But it won't be replaced by the same thing only under a different hegemon. It is the era of credit based money that is ending. We will go back to a neutral commodity money, namely bitcoin. 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, 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 know, no relation is 100% without disagreement, especially political ones in wartime. This rhetoric was echoed by Minister Baerbock in Germany when she said it is not time for a "blame game" in Europe. They are "at war with Russia, not each other." I think this is telling that not all is well on the unity front in the West. 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 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 craziness of the inflationistas. 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 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 bitcoin. 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 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 speech about monetary policy and their likely future path. 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 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 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 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 oversight from a contractor or some such excuse. Of course, all these systems have redundancy, so a simple mistake from a contractor could not take the whole national system. Likely it was due to a cyberattack. That is the conclusion of Tucker Carlson of Fox News. We watched/listened to a clip of him making this argument. A big part of his evidence was the fact that bitcoin happened to pump right at the same time that the government would have needed to buy bitcoin to pay a ransom. I cannot make any conclusion for certain, but it is a more likely explanation than the official story. 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 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 at marketing, propaganda and narratives. 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 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 and the failure of yield curve control (YCC). 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 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 Sarah Bloom-Raskin's failed nomination to the Fed last year. 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 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 "overabundance" driven by credit-based money and the greatest period of global peace and free trade in history. 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 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 being big time negative. 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 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 #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 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 epic December that the Bank of Japan has had. They did a record amount of asset purchases this month, despite raising the yield curve control ceiling. I read through both these threads and give you my unique reaction and perspective. Enjoy. #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 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 have a lot to say about this. He is all over the place in his misunderstanding. Zoltan's expertise is in interest rates and financial plumbing, yet he has ventured into the realm of geopolitics for the last 6 months with his Bretton Woods III abomination. His key evidence of the Saudi/Xi meeting is utter nonsense. I tear it apart from the first sentence. Zoltan actually believes that the CBDC project that China and Gulf countries are working on has some efficiency or benefit, instead of being masked MMT and colonialism for the communists in Beijing. 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 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 pact amongst the largest producers, Taiwan, South Korea, Japan and the US. Lastly, we talk US home sales and what they mean for the economy and credit conditions going forward. 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 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 be better or worse, depending on the state of the global economic environment. Enjoy. #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 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. This puts massive downward pressure on the demand for oil globally, and since the US is a giant producer of oil and natural gas, it puts the US in the economic driver seat. Lastly, a member of the audience brings up a very big news item out of Russia, where they have stated that they "WILL" start using bitcoin as early as January for import/export deals. 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 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: 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 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, yet price is hitting higher highs. That tells me that economic activity is actually rising in the US. Next, we take a look at the bitcoin price and discuss some things from that market. Lastly, I go through the deep thought of the day. That without government involvement perhaps official measured living standards would drop, but living standards in other things would go way up. #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 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 last year Yield Curve Control Skepticism. Big episode, thanks for listening! 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 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 Reserve. The first is that their data provider was hacked on the first day of the recent FOMC meeting, the second is their own research disproving their jobs data. 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 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 find those charts below or on the report linked. I touch briefly on the Elon Musk doxxing controversy and then take questions from the listeners. 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 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 Japanese Center for Economic Research (JCER) report that now predicts China will not surpass the US economically in the foreseeable future. Exactly as I have been saying. They stopped short of calling out the real reason behind it though, that is communism. Enjoy the episode, make sure you are subscribed! 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 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 narratives and the future in deglobalization, especially around Emerging Markets. Enjoy. #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 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 bitcoinandmarkets.com). He was responding to some Michael Saylor tweets and totally missed the point. I pick apart several of his arguments. #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 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 prediction, mining stocks and paper bitcoin on FTX. Great show, see you next week! 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 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 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  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 reposted to Zerohedge, pretty exciting for me. 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 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 little credit in a post-bitcoin world. A tweet I read a couple weeks ago and talked about on the show said, there won't be mortgages in a post bitcoin world, and somehow implied that mortgages are bad. To have this discussion, I use two tweets, one by @John_at_swan and the other by @EricYakes. 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 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 slightly different. They are very inefficient, but they are not necessarily the result conspiracy. Credit money won because it was better for the time and the place. Now the global monetary environment has changed because we are at the end of the global credit bubble. The world will naturally go toward a new money. This is a much more positive view, because instead of fighting omnipotent central planners and the most powerful people on the planet, you realize that the market will simply evolve and move toward bitcoin naturally. Next, I talk about the recent jobs report that came out yesterday, and the discrepancy between the Household and Establishment surveys. I once again take an anti-conspiracy stance, saying they just measure different things, and if the government wanted to manipulate things, why do they leave the Household survey untouched, and there to point out the manipulation? Why wouldn't they manipulate both? 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 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 last, headline is about the difficulties the EU is having instituting a price cap on Russia oil. It's all crazy. Last but not least, I take a question from Telegram from Carlo, who asks how the Fed influences shorter term rates but not longer term rates. #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 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. Overall, this hit piece may market the bottom for bitcoin. 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 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 ---- 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 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 will look in a Q&A at the end. ...in a crypto-anarchy the government is not temporarily destroyed but permanently forbidden and permanently unnecessary. It's a community where the threat of violence is impotent because violence is impossible, and violence is impossible because its participants cannot be linked to their true names or physical locations. - Wei Dai in B-money Links (also below) Wei Dai's #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 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 paper recommending central banks buying bitcoin. I finish off the episode with a Q&A session. Links on central banks buying bitcoin #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 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 workers already becoming a problem in China, and the worst of the demographic collapse has yet to come. Links with young workers #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

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, I discuss the need for credit and investment to stay at least at the current levels in order to secure globalization. #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 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 about shipping and inflation from Zerohedge. Lastly, I read through the G20 declaration about vax passports that is making all the headlines. #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/

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 #bitcoin #macro #geopolitics ---- Disclaimer: The content for Bitcoin & Markets shall not be construed as tax, legal or financial advice. Do you own research. https://bitcoinandmarkets.com/disclaimer/